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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2021
Q4 2020
|
Bcs Wealth Management
|
SELL
|
- |
-1.74KClosed |
N/A
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-95Closed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-42Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 2.14% |
N/A
|
183
$0
|
|
|
Oct 26, 2020
Q3 2020
|
First Bank & Trust
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.91KClosed |
N/A
|
0
$0
|
|
|
Oct 01, 2020
Q3 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.07K+ 1805.08% |
N/A
|
1.12K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.22KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.6KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-80Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-8.95KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.27KClosed |
N/A
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.88KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-66Closed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Rba Wealth Management, LLC
|
SELL
|
- |
-2.19KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-63KClosed |
N/A
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-249Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Strategic Advisors LLC
|
SELL
|
- |
-5.89KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
31New |
N/A
|
31
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$0
|
|
|
May 18, 2020
Q4 2019
|
Townsquare Capital LLC
|
SELL
|
- |
-6.61KClosed |
N/A
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-28Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-189Closed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.87KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.78KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.02KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-181Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-129Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.62% |
N/A
|
162
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-164Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.2KClosed |
N/A
|
0
$0
|
|