Latest Institutional Purchases of Invesco S&P 500 Equal Weight M (RTM)

RTM Quotes by TradingView

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
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
315
New
$9.11K - $10.7K
315 $0
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
207
New
$5.99K - $7.03K
207 $0
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
40
New
$1.16K - $1.36K
40 $0
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
11
New
$318 - $374
11 $0
Q3 2023
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
1.13M
+ 400.0%
$0 - $186M
1.41M $0
Nov 13, 2023 Q3 2023
Miller Investment Management, LP

West Conshohocken, PA
BUY
 -
96K
+ 400.0%
$0 - $15.9M
120K $0
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
30.5K
+ 284.28%
$0 - $5.04M
41.2K $0
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
21.5K
+ 101.27%
$0 - $3.55M
42.7K $0
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
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
 -
6.46K
New
$0 - $1.07M
6.46K $0
Nov 14, 2023 Q3 2023
360 Financial, Inc.

BUY
 -
6K
New
$0 - $991K
6K $0
Nov 08, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
6K
New
$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
 -
700
New
$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
 -
110
New
$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
 -
16.4K
New
$0 - $2.69M
16.4K $0
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
9K
New
$0 - $1.48M
9K $0
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.5K
New
$0 - $411K
2.5K $0
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
65
New
$0 - $10.7K
65 $0
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
26
New
$0 - $4.26K
26 $0
Q1 2023
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
13.1K
New
$2M - $2.32M
13.1K $0
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.99K
New
$456K - $530K
2.99K $0
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
742
New
$113K - $132K
742 $0
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
300
New
$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
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1
+ 0.05%
$153 - $177
2.02K $0
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
1
New
$153 - $177
1 $0
Q4 2022
Jan 19, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
3.22K
New
$496K - $555K
3.22K $0
Feb 07, 2023 Q4 2022
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
3.17K
New
$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
 -
145
New
$22.3K - $25K
145 $0
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
110
New
$16.9K - $19K
110 $0
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
14
New
$2.15K - $2.41K
14 $0
Q3 2022
Nov 08, 2022 Q3 2022
Imc Chicago, LLC

BUY
 -
20.4K
New
$2.92M - $3.54M
20.4K $0
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
5.88K
New
$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
 -
137
New
$19.7K - $23.8K
137 $0
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
21
New
$3.01K - $3.65K
21 $0
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
15
New
$2.15K - $2.61K
15 $0
Q2 2022
Aug 01, 2022 Q2 2022
Empowered Funds, LLC

BUY
 -
148K
New
$22.7M - $28.2M
148K $0

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