Latest Institutional Transactions on Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information on the latest institutional transactions involving Invesco ETF Tr S&P 500 Equal W (RHS) 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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
163New |
N/A
|
163
$0
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21+ 105.0% |
N/A
|
41
$0
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.43% |
N/A
|
7.5K
$0
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.9K- 14.56% |
N/A
|
99.4K
$0
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.11% |
N/A
|
8.87K
$0
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.4K- 26.94% |
N/A
|
41.9K
$0
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-125- 0.81% |
N/A
|
15.4K
$0
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-1.18K- 4.47% |
N/A
|
25.2K
$0
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.55KNew |
N/A
|
4.55K
$0
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31.4K- 55.06% |
N/A
|
25.6K
$0
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.44K- 24.29% |
N/A
|
10.7K
$0
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-5.69K- 34.67% |
N/A
|
10.7K
$0
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.37K- 8.18% |
N/A
|
15.4K
$0
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.81K- 2.82% |
N/A
|
62.5K
$0
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.38K- 7.22% |
N/A
|
17.7K
$0
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-364- 1.24% |
N/A
|
29.1K
$0
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.63% |
N/A
|
798
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 18.79% |
N/A
|
72.3K
$0
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-6.06K- 8.46% |
N/A
|
65.5K
$0
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.08K+ 2.23% |
N/A
|
49.4K
$0
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.13K- 7.38% |
N/A
|
39.3K
$0
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4.39K- 28.07% |
N/A
|
11.2K
$0
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-7K- 9.63% |
N/A
|
65.7K
$0
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-36.3K- 24.34% |
N/A
|
113K
$0
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
485+ 3.01% |
N/A
|
16.6K
$0
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.72K+ 579.36% |
N/A
|
3.19K
$0
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.02K- 19.11% |
N/A
|
17K
$0
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 45.14% |
N/A
|
395
$0
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.8KNew |
N/A
|
48.8K
$0
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-140K- 93.15% |
N/A
|
10.3K
$0
|
|
Q4 2024 | |||||||
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
503+ 2.88% |
N/A
|
18K
$0
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 21.61% |
N/A
|
16.1K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 35.08% |
N/A
|
104K
$0
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-582- 7.58% |
N/A
|
7.1K
$0
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.49K- 3.17% |
N/A
|
259K
$0
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$0
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
32.6KNew |
N/A
|
32.6K
$0
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33KNew |
N/A
|
33K
$0
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
398+ 4.54% |
N/A
|
9.16K
$0
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240+ 64.86% |
N/A
|
610
$0
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.7K- 76.5% |
N/A
|
6.06K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 15.67% |
N/A
|
119K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12K- 38.1% |
N/A
|
19.5K
$0
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.01K- 19.93% |
N/A
|
12.1K
$0
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.38K- 4.72% |
N/A
|
27.8K
$0
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.5K- 25.49% |
N/A
|
7.29K
$0
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-206- 1.51% |
N/A
|
13.5K
$0
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.4K- 13.17% |
N/A
|
213K
$0
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
21+ 28.38% |
N/A
|
95
$0
|