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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
65New |
N/A
|
65
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-842Closed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.68KClosed |
N/A
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-510Closed |
N/A
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-572Closed |
N/A
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-33Closed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.62KClosed |
N/A
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16.2KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-340Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.56KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-325Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
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
|
Rba Wealth Management, LLC
|
SELL
|
- |
-2.19KClosed |
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
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.88KClosed |
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
|
|