Latest Institutional Purchases of Invesco S&P 500 Equal Weight I (RGI)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight I (RGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
428+ 400.0% |
$16.2K - $89K
|
535
$0
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
400+ 400.0% |
$15.2K - $83.1K
|
500
$0
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
368+ 400.0% |
$14K - $76.5K
|
460
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
180+ 400.0% |
$6.83K - $37.4K
|
225
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
140+ 400.0% |
$5.31K - $29.1K
|
175
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
95New |
$3.6K - $19.7K
|
95
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
88+ 400.0% |
$3.34K - $18.3K
|
110
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
68+ 400.0% |
$2.58K - $14.1K
|
85
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
68+ 400.0% |
$2.58K - $14.1K
|
85
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
29.9KNew |
$0 - $6.11M
|
29.9K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
621+ 242.58% |
$0 - $127K
|
877
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
86New |
$0 - $17.6K
|
86
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
25.8KNew |
$4.6M - $5.05M
|
25.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.24KNew |
$222K - $243K
|
1.24K
$0
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.14KNew |
$203K - $223K
|
1.14K
$0
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
300New |
$53.5K - $58.7K
|
300
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
206New |
$36.8K - $40.3K
|
206
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$17.8K - $19.6K
|
100
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7New |
$1.25K - $1.37K
|
7
$0
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$3.81M - $4.18M
|
22.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.22KNew |
$379K - $416K
|
2.22K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$171K - $188K
|
1K
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
295New |
$50.4K - $55.3K
|
295
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
134New |
$22.9K - $25.1K
|
134
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
123New |
$21K - $23.1K
|
123
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
116New |
$19.8K - $21.8K
|
116
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
38+ 1.74% |
$6.49K - $7.13K
|
2.22K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.35% |
$342 - $375
|
573
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
174New |
N/A
|
174
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
48New |
N/A
|
48
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
217New |
N/A
|
217
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8New |
N/A
|
8
$0
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 98.81% |
N/A
|
4.01K
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
160New |
N/A
|
160
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
283New |
N/A
|
283
$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 | |||||||
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
30New |
N/A
|
30
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
19New |
N/A
|
19
$0
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.16K+ 648.04% |
N/A
|
1.34K
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|