Purchases and Sales Made in Q4 2023 in Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
188KNew |
$5.07M - $6.34M
|
188K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
89.6K+ 326.81% |
$2.41M - $3.02M
|
117K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
64.5K+ 19.96% |
$1.74M - $2.17M
|
387K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 46.77% |
$1.45M - $1.81M
|
169K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.3KNew |
$411K - $514K
|
15.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13KNew |
$349K - $437K
|
13K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1KNew |
$325K - $406K
|
12.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.12KNew |
$219K - $273K
|
8.12K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7KNew |
$188K - $236K
|
7K
$0
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.68KNew |
$153K - $191K
|
5.68K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.9K+ 23.75% |
$132K - $165K
|
25.5K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.18KNew |
$112K - $141K
|
4.18K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 8.39% |
$28K - $34.9K
|
13.4K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
446New |
$12K - $15K
|
446
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
352+ 0.52% |
$9.48K - $11.8K
|
67.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217New |
$5.84K - $7.3K
|
217
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
185New |
$4.98K - $6.23K
|
185
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
31New |
$835 - $1.04K
|
31
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25New |
$673 - $841
|
25
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 20.0% |
$242 - $303
|
54
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6New |
$162 - $202
|
6
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.65% |
$53.9 - $67.3
|
308
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-30- 0.14% |
$808 - $1.01K
|
22K
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77- 75.49% |
$2.07K - $2.59K
|
25
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-101- 0.41% |
$2.72K - $3.4K
|
24.8K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 4.54% |
$5.39K - $6.73K
|
4.21K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-211- 81.15% |
$5.68K - $7.1K
|
49
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-233- 0.76% |
$6.27K - $7.84K
|
30.2K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-242- 0.31% |
$6.52K - $8.15K
|
77K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-383- 4.04% |
$10.3K - $12.9K
|
9.1K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-430- 4.75% |
$11.6K - $14.5K
|
8.62K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-580- 7.48% |
$15.6K - $19.5K
|
7.17K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-797- 8.67% |
$21.5K - $26.8K
|
8.39K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.09K- 3.91% |
$29.3K - $36.6K
|
26.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.53K- 12.75% |
$41.2K - $51.5K
|
10.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.3K- 12.66% |
$61.9K - $77.3K
|
15.8K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.71K- 3.63% |
$99.9K - $125K
|
98.6K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.94K- 5.78% |
$133K - $166K
|
80.5K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.55K- 15.59% |
$150K - $187K
|
30.1K
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.65K- 99.42% |
$152K - $190K
|
33
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.35K- 24.33% |
$171K - $214K
|
19.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.67K- 16.74% |
$180K - $224K
|
33.1K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.62K- 38.84% |
$259K - $324K
|
15.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 58.27% |
$406K - $507K
|
10.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 16.06% |
$415K - $518K
|
80.5K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-109K- 43.48% |
$2.95M - $3.68M
|
142K
$0
|