Latest Institutional Purchases of Invesco S&P 500 Equal Weight M (RTM)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight M (RTM) 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
21.4K+ 479.88% |
$0 - $3.53M
|
25.8K
$0
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15.9K+ 382.49% |
$0 - $2.63M
|
20.1K
$0
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
9.2K+ 400.0% |
$0 - $1.52M
|
11.5K
$0
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.24K+ 400.0% |
$0 - $1.36M
|
10.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.46KNew |
$0 - $1.07M
|
6.46K
$0
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
6KNew |
$0 - $991K
|
6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6KNew |
$0 - $991K
|
6K
$0
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.41K+ 400.0% |
$0 - $398K
|
3.01K
$0
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
852+ 400.0% |
$0 - $141K
|
1.07K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
780+ 400.0% |
$0 - $129K
|
975
$0
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
700New |
$0 - $116K
|
700
$0
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
600+ 400.0% |
$0 - $99.1K
|
750
$0
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
492+ 400.0% |
$0 - $81.3K
|
615
$0
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
280+ 400.0% |
$0 - $46.3K
|
350
$0
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
148+ 400.0% |
$0 - $24.5K
|
185
$0
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
110New |
$0 - $18.2K
|
110
$0
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
100+ 400.0% |
$0 - $16.5K
|
125
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16.4KNew |
$0 - $2.69M
|
16.4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9KNew |
$0 - $1.48M
|
9K
$0
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.5KNew |
$0 - $411K
|
2.5K
$0
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
65New |
$0 - $10.7K
|
65
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26New |
$0 - $4.26K
|
26
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.1KNew |
$2M - $2.32M
|
13.1K
$0
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.99KNew |
$456K - $530K
|
2.99K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
742New |
$113K - $132K
|
742
$0
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
300New |
$45.8K - $53.2K
|
300
$0
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
261+ 9.86% |
$39.8K - $46.3K
|
2.91K
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$153 - $177
|
1
$0
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.05% |
$153 - $177
|
2.02K
$0
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.22KNew |
$496K - $555K
|
3.22K
$0
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.17KNew |
$487K - $546K
|
3.17K
$0
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
160+ 25.48% |
$24.6K - $27.6K
|
788
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
145New |
$22.3K - $25K
|
145
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
110New |
$16.9K - $19K
|
110
$0
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
14New |
$2.15K - $2.41K
|
14
$0
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
20.4KNew |
$2.92M - $3.54M
|
20.4K
$0
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.88KNew |
$844K - $1.02M
|
5.88K
$0
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.73K+ 153.94% |
$679K - $822K
|
7.81K
$0
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
137New |
$19.7K - $23.8K
|
137
$0
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21New |
$3.01K - $3.65K
|
21
$0
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15New |
$2.15K - $2.61K
|
15
$0
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
148KNew |
$22.7M - $28.2M
|
148K
$0
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
18.7KNew |
$2.87M - $3.57M
|
18.7K
$0
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
16.5KNew |
$2.53M - $3.14M
|
16.5K
$0
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$1.93M - $2.39M
|
12.6K
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.6K+ 6.14% |
$552K - $685K
|
62.3K
$0
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.24KNew |
$344K - $426K
|
2.24K
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.76KNew |
$270K - $335K
|
1.76K
$0
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.53KNew |
$235K - $292K
|
1.53K
$0
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.42KNew |
$218K - $271K
|
1.42K
$0
|