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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
400+ 400.0% |
$12K - $67.6K
|
500
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
72+ 400.0% |
$2.15K - $12.2K
|
90
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
140+ 400.0% |
$4.19K - $23.6K
|
175
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.5K+ 566.26% |
$374K - $2.11M
|
14.7K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.08K+ 400.0% |
$62.3K - $351K
|
2.6K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
220+ 400.0% |
$6.58K - $37.2K
|
275
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
552+ 400.0% |
$16.5K - $93.2K
|
690
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
250New |
$7.48K - $42.2K
|
250
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
5.47K+ 400.0% |
$164K - $924K
|
6.84K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.65K+ 400.0% |
$79.3K - $447K
|
3.31K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5.38K+ 400.0% |
$161K - $908K
|
6.72K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
256+ 400.0% |
$7.66K - $43.2K
|
320
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
7.47K+ 400.97% |
$223K - $1.26M
|
9.33K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
240+ 400.0% |
$7.18K - $40.5K
|
300
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.3KNew |
$0 - $230K
|
1.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-358- 3.21% |
$0 - $63.3K
|
10.8K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
58New |
$0 - $10.2K
|
58
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
160+ 8.89% |
$0 - $28.3K
|
1.96K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
81New |
$0 - $14.3K
|
81
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.52K- 99.0% |
$0 - $976K
|
56
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
908New |
$148K - $158K
|
908
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-256- 4.91% |
$41.7K - $44.5K
|
4.96K
$0
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.1K- 53.85% |
$342K - $365K
|
1.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
346+ 151.75% |
$56.4K - $60.2K
|
574
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
131New |
$21.4K - $22.8K
|
131
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
102New |
$16.6K - $17.7K
|
102
$0
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
33New |
$5.38K - $5.74K
|
33
$0
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.36K- 40.74% |
$548K - $585K
|
4.89K
$0
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.96K- 77.6% |
$320K - $341K
|
567
$0
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.21KNew |
$197K - $210K
|
1.21K
$0
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.67K- 48.0% |
$598K - $638K
|
3.98K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
111New |
$18.1K - $19.3K
|
111
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 32.57% |
$13.9K - $14.8K
|
176
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-272- 17.84% |
$44.3K - $47.3K
|
1.25K
$0
|
|
| Q4 2022 | |||||||
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-141KClosed |
$23.2M - $25M
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.66% |
$164 - $177
|
152
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
51New |
$8.37K - $9.04K
|
51
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
102New |
$16.7K - $18.1K
|
102
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
37+ 0.26% |
$6.07K - $6.56K
|
14.4K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
36+ 1.38% |
$5.91K - $6.38K
|
2.64K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$1.82M - $1.97M
|
11.1K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-58- 31.02% |
$9.52K - $10.3K
|
129
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-2.32K- 32.86% |
$381K - $411K
|
4.74K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9New |
$1.48K - $1.59K
|
9
$0
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200+ 425.53% |
N/A
|
247
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
167New |
N/A
|
167
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-70- 25.93% |
N/A
|
200
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$0
|
|