Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-36- 1.12% |
$5.49K - $6.38K
|
3.19K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-33- 2.45% |
$5.04K - $5.85K
|
1.31K
$0
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-27- 1.99% |
$4.12K - $4.79K
|
1.33K
$0
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-20Closed |
$3.05K - $3.55K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.22K- 48.88% |
$188K - $210K
|
1.28K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.2K- 86.96% |
$185K - $207K
|
180
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-294- 28.97% |
$45.2K - $50.7K
|
721
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20- 0.66% |
$2.87K - $3.47K
|
3.02K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-5- 0.33% |
$717 - $868
|
1.5K
$0
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-69KClosed |
$10.6M - $13.1M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-59.6KClosed |
$9.15M - $11.4M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
SELL
|
- |
-48.7K- 95.29% |
$7.47M - $9.27M
|
2.41K
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-27.2K- 89.25% |
$4.17M - $5.18M
|
3.27K
$0
|
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-25.1KClosed |
$3.85M - $4.78M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-14.1K- 96.47% |
$2.17M - $2.69M
|
516
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-9.27KClosed |
$1.42M - $1.76M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-9.03KClosed |
$1.39M - $1.72M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.64KClosed |
$1.17M - $1.46M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-7.22K- 24.1% |
$1.11M - $1.37M
|
22.7K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.82KClosed |
$1.05M - $1.3M
|
0
$0
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.8KClosed |
$1.04M - $1.3M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-4.41KClosed |
$677K - $840K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-3.23KClosed |
$495K - $614K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.79KClosed |
$428K - $531K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.79K- 29.54% |
$275K - $341K
|
4.28K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.14KClosed |
$175K - $217K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-560Closed |
$86K - $107K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-350- 17.25% |
$53.7K - $66.7K
|
1.68K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-295- 53.83% |
$45.3K - $56.2K
|
253
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-32- 32.99% |
$4.91K - $6.09K
|
65
$0
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.13KClosed |
$693K - $774K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.09KClosed |
$351K - $392K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.23KClosed |
$206K - $230K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.16KClosed |
$194K - $217K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.15KClosed |
$194K - $217K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13KClosed |
$190K - $213K
|
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
|
|
| 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 | |||||||
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$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 15, 2021
Q1 2021
|
New Capital Management LP
|
SELL
|
- |
-80Closed |
$11K - $12.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-23Closed |
$3.17K - $3.62K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-57Closed |
$6.57K - $7.95K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.12KClosed |
$617K - $753K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.3KClosed |
$232K - $283K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
SELL
|
- |
-100Closed |
$10.1K - $12.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-34Closed |
$3.43K - $4.19K
|
0
$0
|
|