Latest Institutional Transactions on Invesco S&P 500 Equal Weight I (RGI)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight I (RGI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.94KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.25KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-268Closed |
N/A
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-444Closed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.82KClosed |
N/A
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53- 19.56% |
N/A
|
218
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-12.3KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-632Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
283New |
N/A
|
283
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.39KClosed |
N/A
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
259New |
N/A
|
259
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
30New |
N/A
|
30
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.16KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-25.6KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Aspiriant, LLC
|
SELL
|
- |
-2.35KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-71.8KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Rba Wealth Management, LLC
|
SELL
|
- |
-3.44KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.02KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-14.2KClosed |
N/A
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.87KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.72KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-273Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.85KClosed |
N/A
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Optas, LLC
|
SELL
|
- |
-3.28KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-5.96KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.22KClosed |
N/A
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 25, 2019
Q2 2019
|
Allworth Financial LP
|
SELL
|
- |
-46Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Econ Financial Services Corp
|
SELL
|
- |
-4.13KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-650Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
19New |
N/A
|
19
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.73KClosed |
N/A
|
0
$0
|
|