Purchases and Sales Made in Q1 2023 in Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RCD) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.67% |
$118 - $138
|
150
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.05% |
$3.19K - $3.72K
|
49.2K
$0
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-28- 1.72% |
$3.31K - $3.86K
|
1.6K
$0
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-31- 1.57% |
$3.66K - $4.27K
|
1.94K
$0
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40- 2.14% |
$4.73K - $5.51K
|
1.83K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-59- 2.02% |
$6.97K - $8.13K
|
2.86K
$0
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-63- 3.59% |
$7.44K - $8.69K
|
1.69K
$0
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-65- 86.67% |
$7.68K - $8.96K
|
10
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-71- 0.79% |
$8.39K - $9.79K
|
8.93K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-126- 1.91% |
$14.9K - $17.4K
|
6.49K
$0
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-165- 1.66% |
$19.5K - $22.7K
|
9.8K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-232- 51.33% |
$27.4K - $32K
|
220
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-434Closed |
$51.3K - $59.8K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-442- 21.66% |
$52.2K - $60.9K
|
1.6K
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-499- 1.12% |
$59K - $68.8K
|
44K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-542- 27.92% |
$64K - $74.7K
|
1.4K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-851- 18.89% |
$101K - $117K
|
3.65K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 27.86% |
$179K - $209K
|
3.93K
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.34K- 63.77% |
$395K - $461K
|
1.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.55K- 28.86% |
$774K - $903K
|
16.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-12.4K- 45.27% |
$1.46M - $1.7M
|
14.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-19.2K- 46.34% |
$2.27M - $2.65M
|
22.2K
$0
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.3K- 49.53% |
$3.7M - $4.32M
|
31.9K
$0
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.3K- 49.53% |
$3.7M - $4.32M
|
31.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39K- 56.85% |
$4.61M - $5.38M
|
29.6K
$0
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-725K- 99.65% |
$85.7M - $100M
|
2.55K
$0
|