Latest Institutional Transactions on Invesco S&P 500 Equal Weight M (RTM)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight M (RTM) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
13+ 30.23% |
N/A
|
56
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-116- 1.96% |
N/A
|
5.79K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
300New |
N/A
|
300
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.13K- 13.08% |
N/A
|
7.48K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
31New |
N/A
|
31
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-187- 5.34% |
N/A
|
3.32K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-110- 17.89% |
N/A
|
505
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
81+ 0.56% |
N/A
|
14.6K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.23K- 31.44% |
N/A
|
9.24K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-610- 4.42% |
N/A
|
13.2K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
55New |
N/A
|
55
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28.1K- 87.16% |
N/A
|
4.14K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-140- 1.5% |
N/A
|
9.19K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.94K- 7.0% |
N/A
|
25.8K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.7K- 45.62% |
N/A
|
27K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-723- 8.89% |
N/A
|
7.41K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.05KNew |
N/A
|
2.05K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-122K- 99.93% |
N/A
|
86
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-206- 3.41% |
N/A
|
5.84K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-455- 6.23% |
N/A
|
6.85K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.69KNew |
N/A
|
5.69K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
115New |
N/A
|
115
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.9K+ 3.66% |
N/A
|
82.2K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
N/A
|
195
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-357- 5.13% |
N/A
|
6.6K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
409+ 1.14% |
N/A
|
36.2K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.57KNew |
N/A
|
5.57K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.12KNew |
N/A
|
7.12K
$0
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-21- 0.09% |
N/A
|
22.9K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
111New |
N/A
|
111
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35- 6.54% |
N/A
|
500
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.04% |
N/A
|
11.1K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-674- 2.75% |
N/A
|
23.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-50- 0.83% |
N/A
|
5.96K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-76- 47.8% |
N/A
|
83
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-455- 7.19% |
N/A
|
5.87K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
265New |
N/A
|
265
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$0
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.59KNew |
$0 - $323K
|
9.59K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
626+ 9.34% |
$0 - $21.1K
|
7.33K
$0
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.54K- 20.52% |
$0 - $52K
|
5.98K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.58K- 8.86% |
$0 - $323K
|
98.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
8.09KNew |
$0 - $272K
|
8.09K
$0
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
440New |
$0 - $14.8K
|
440
$0
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-296- 3.41% |
$0 - $9.98K
|
8.38K
$0
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-748- 59.7% |
$0 - $25.2K
|
505
$0
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.91K- 47.45% |
$0 - $199K
|
6.55K
$0
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.9K- 26.67% |
$0 - $401K
|
32.7K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-40- 53.33% |
$0 - $1.35K
|
35
$0
|
|