Latest Institutional Purchases of Invesco ETF Tr S&P 500 Equal W (RHS)
This list provides information on the latest institutional transactions involving Invesco ETF Tr S&P 500 Equal W (RHS) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.49KNew |
$184K - $206K
|
6.49K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.29KNew |
$179K - $199K
|
6.29K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.19KNew |
$147K - $165K
|
5.19K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.4KNew |
$39.8K - $44.4K
|
1.4K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.06K+ 6.66% |
$30K - $33.5K
|
16.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
40New |
$1.14K - $1.27K
|
40
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$426 - $476
|
15
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 0.88% |
$284 - $317
|
1.14K
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.4K+ 397.2% |
$522K - $2.95M
|
21.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
13.9K+ 253.36% |
$416K - $2.35M
|
19.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.2KNew |
$396K - $2.24M
|
13.2K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.5K+ 566.26% |
$374K - $2.11M
|
14.7K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
7.47K+ 400.97% |
$223K - $1.26M
|
9.33K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.73K+ 400.0% |
$201K - $1.14M
|
8.41K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
5.47K+ 400.0% |
$164K - $924K
|
6.84K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.47K+ 243.54% |
$164K - $924K
|
7.72K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5.38K+ 400.0% |
$161K - $908K
|
6.72K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.65K+ 400.0% |
$79.3K - $447K
|
3.31K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.08K+ 400.0% |
$62.3K - $351K
|
2.6K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
552+ 400.0% |
$16.5K - $93.2K
|
690
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
400+ 400.0% |
$12K - $67.6K
|
500
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300+ 400.0% |
$8.98K - $50.7K
|
375
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
256+ 400.0% |
$7.66K - $43.2K
|
320
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
250New |
$7.48K - $42.2K
|
250
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
243+ 315.58% |
$7.27K - $41K
|
320
$0
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
240+ 400.0% |
$7.18K - $40.5K
|
300
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
220+ 400.0% |
$6.58K - $37.2K
|
275
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
140+ 400.0% |
$4.19K - $23.6K
|
175
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
116+ 400.0% |
$3.47K - $19.6K
|
145
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
106New |
$3.17K - $17.9K
|
106
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
72+ 400.0% |
$2.15K - $12.2K
|
90
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.3KNew |
$0 - $230K
|
1.3K
$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
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
58New |
$0 - $10.2K
|
58
$0
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.21KNew |
$197K - $210K
|
1.21K
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
908New |
$148K - $158K
|
908
$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
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
111New |
$18.1K - $19.3K
|
111
$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
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$1.82M - $1.97M
|
11.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
102New |
$16.7K - $18.1K
|
102
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
51New |
$8.37K - $9.04K
|
51
$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
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9New |
$1.48K - $1.59K
|
9
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.66% |
$164 - $177
|
152
$0
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$0
|
|