Latest Institutional Transactions on Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr S&P 500 Equal W (RCD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.07KNew |
$0 - $423K
|
3.07K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.76KNew |
$0 - $242K
|
1.76K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7KNew |
$0 - $965K
|
7K
$0
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.71KNew |
$202K - $236K
|
1.71K
$0
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.02KNew |
$475K - $554K
|
4.02K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$23.6K - $27.6K
|
200
$0
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-63- 3.59% |
$7.44K - $8.69K
|
1.69K
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3KNew |
$354K - $413K
|
3K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 27.86% |
$179K - $209K
|
3.93K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9.17KNew |
$1.08M - $1.26M
|
9.17K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$591 - $689
|
5
$0
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.23KClosed |
$251K - $283K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.2% |
$112 - $127
|
512
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
87New |
$9.78K - $11K
|
87
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
116New |
$13K - $14.7K
|
116
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.77KNew |
$199K - $224K
|
1.77K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11New |
$1.24K - $1.39K
|
11
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
65New |
$7.31K - $8.23K
|
65
$0
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.6KNew |
$282K - $333K
|
2.6K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.63K - $1.93K
|
15
$0
|
|
| Q2 2022 | |||||||
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-17.5KClosed |
$1.84M - $2.41M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-40Closed |
$4.19K - $5.51K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.98KClosed |
$417K - $548K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69Closed |
$7.24K - $9.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.57KClosed |
$899K - $1.18M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
398+ 19.91% |
$41.7K - $54.8K
|
2.4K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$430K - $565K
|
4.1K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-385- 62.3% |
$40.4K - $53K
|
233
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.1KClosed |
$430K - $565K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.57KClosed |
$269K - $353K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$177K - $233K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.34K- 65.29% |
$455K - $598K
|
2.31K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-24Closed |
$2.52K - $3.31K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.62KClosed |
$170K - $223K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.53KClosed |
$160K - $210K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-199KClosed |
$20.9M - $27.5M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.38KClosed |
$879K - $1.15M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.52KClosed |
$265K - $348K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-74.1KClosed |
$7.77M - $10.2M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.14KClosed |
$854K - $1.12M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.34KClosed |
$420K - $529K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.55KNew |
$697K - $879K
|
5.55K
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
125New |
$15.7K - $19.8K
|
125
$0
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4KClosed |
$503K - $634K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.25KClosed |
$660K - $831K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-25KClosed |
$3.15M - $3.96M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-32.2KClosed |
$4.05M - $5.1M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-21.9KClosed |
$2.75M - $3.47M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5KClosed |
$188K - $237K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-330Closed |
$41.5K - $52.3K
|
0
$0
|
|