Purchases and Sales Made in Q3 2021 in Invesco S&P 500 Equal Weight M (RTM)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight M (RTM) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-78- 44.57% |
$12.2K - $13.5K
|
97
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-165Closed |
$25.9K - $28.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-191- 11.13% |
$30K - $33.1K
|
1.53K
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-258- 5.92% |
$40.5K - $44.7K
|
4.1K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-380- 10.63% |
$59.7K - $65.8K
|
3.2K
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-641- 70.05% |
$101K - $111K
|
274
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-671- 4.58% |
$105K - $116K
|
14K
$0
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
SELL
|
- |
-731- 1.61% |
$115K - $127K
|
44.7K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.34K- 38.84% |
$210K - $232K
|
2.11K
$0
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.87KClosed |
$293K - $323K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.13K- 10.14% |
$334K - $368K
|
18.9K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.57K- 16.24% |
$404K - $445K
|
13.3K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.78K- 16.34% |
$907K - $1M
|
29.6K
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.18K- 58.61% |
$1.13M - $1.24M
|
5.07K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.5K- 54.88% |
$2.12M - $2.34M
|
11.1K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.9K- 29.08% |
$3.43M - $3.79M
|
53.3K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-355K- 69.52% |
$55.8M - $61.5M
|
156K
$0
|