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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.27KNew |
$195K - $242K
|
1.27K
$0
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$1.93M - $2.39M
|
12.6K
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-59.6KClosed |
$9.15M - $11.4M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-3.23KClosed |
$495K - $614K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-14.1K- 96.47% |
$2.17M - $2.69M
|
516
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.16KClosed |
$194K - $217K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13KClosed |
$190K - $213K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.1KNew |
$7.41M - $8.28M
|
44.1K
$0
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.23KClosed |
$206K - $230K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70New |
$11.8K - $13.1K
|
70
$0
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.09KClosed |
$351K - $392K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$12.6K - $14.1K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-5Closed |
$840 - $938
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.13KClosed |
$693K - $774K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.15KClosed |
$194K - $217K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.7KClosed |
$276K - $306K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.53KClosed |
$248K - $275K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.18KNew |
$499K - $551K
|
3.18K
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$469 - $532
|
3
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.6KClosed |
$220K - $251K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.06KClosed |
$146K - $166K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
35New |
$4.83K - $5.51K
|
35
$0
|
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
SELL
|
- |
-80Closed |
$11K - $12.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-57Closed |
$6.57K - $7.95K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.3KClosed |
$232K - $283K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-34Closed |
$3.43K - $4.19K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
SELL
|
- |
-100Closed |
$10.1K - $12.3K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.12KClosed |
$617K - $753K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.08% |
$77.5 - $111
|
1.32K
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
35New |
$2.71K - $3.89K
|
35
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-800Closed |
$55.5K - $92.3K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.76KClosed |
$122K - $203K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200Closed |
$13.9K - $23.1K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
370New |
$38.1K - $43K
|
370
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-142Closed |
$14.6K - $16.5K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.26KClosed |
$130K - $146K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.31KClosed |
$336K - $370K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-286Closed |
$29K - $32K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20Closed |
$2.03K - $2.24K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1Closed |
$101 - $112
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-64Closed |
$6.29K - $7.02K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Econ Financial Services Corp
|
SELL
|
- |
-8.84KClosed |
$818K - $947K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.28KClosed |
$113K - $141K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-10.5KClosed |
$934K - $1.16M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-61.9KClosed |
$6.6M - $7.02M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.33KClosed |
$783K - $832K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-543Closed |
$58K - $61.6K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4Closed |
$427 - $454
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-199Closed |
$21.2K - $22.6K
|
0
$0
|
|