Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
245K+ 353.77% |
$7.09M - $8.32M
|
314K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.3KNew |
$1.28M - $1.5M
|
44.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41K+ 292.73% |
$1.19M - $1.39M
|
55K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.5K+ 2179.71% |
$970K - $1.14M
|
35.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
32.2KNew |
$931K - $1.09M
|
32.2K
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.5K+ 431.56% |
$823K - $967K
|
35.1K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.9KNew |
$691K - $811K
|
23.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$393K - $462K
|
13.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.67KNew |
$251K - $295K
|
8.67K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.97K+ 12.21% |
$230K - $271K
|
73.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.1KNew |
$205K - $241K
|
7.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.7KNew |
$194K - $228K
|
6.7K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.08K+ 14.24% |
$118K - $138K
|
32.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.08KNew |
$118K - $138K
|
4.08K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.55K+ 53.93% |
$103K - $121K
|
10.1K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.25K+ 3.11% |
$93.9K - $110K
|
108K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
2.99K+ 3.23% |
$86.6K - $102K
|
95.7K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.55K+ 250.0% |
$73.7K - $86.6K
|
3.57K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 3.13% |
$41.5K - $48.7K
|
47.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25KNew |
$36.2K - $42.6K
|
1.25K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.16K+ 5.41% |
$33.6K - $39.4K
|
22.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
740+ 1.81% |
$21.4K - $25.1K
|
41.5K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
414+ 5.41% |
$12K - $14.1K
|
8.07K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
395+ 5.64% |
$11.4K - $13.4K
|
7.4K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
315New |
$9.11K - $10.7K
|
315
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
207New |
$5.99K - $7.03K
|
207
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
144+ 0.91% |
$4.16K - $4.89K
|
16K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
122+ 0.49% |
$3.53K - $4.14K
|
24.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72+ 0.3% |
$2.08K - $2.45K
|
24.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
61+ 0.6% |
$1.76K - $2.07K
|
10.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
40New |
$1.16K - $1.36K
|
40
$0
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20+ 0.25% |
$578 - $679
|
7.98K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11New |
$318 - $374
|
11
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.24% |
$289 - $340
|
4.14K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5+ 0.04% |
$145 - $170
|
11.1K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-75- 63.56% |
$2.17K - $2.55K
|
43
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-80- 13.79% |
$2.31K - $2.72K
|
500
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-143- 0.49% |
$4.14K - $4.86K
|
28.9K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-194- 1.94% |
$5.61K - $6.59K
|
9.83K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-324- 2.0% |
$9.37K - $11K
|
15.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-619- 7.6% |
$17.9K - $21K
|
7.52K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-705- 9.15% |
$20.4K - $23.9K
|
7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-722- 6.22% |
$20.9K - $24.5K
|
10.9K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-920- 2.02% |
$26.6K - $31.2K
|
44.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 4.74% |
$31.2K - $36.7K
|
21.7K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.34K- 11.42% |
$38.8K - $45.6K
|
10.4K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.49K- 49.6% |
$43K - $50.5K
|
1.51K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.51K- 14.11% |
$43.7K - $51.3K
|
9.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.55K- 2.41% |
$44.8K - $52.6K
|
62.6K
$0
|