Latest Institutional Transactions on Invesco S&P 500 Equal Weight H (RYH)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight H (RYH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2Closed |
$508 - $631
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-235Closed |
$67.3K - $74.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
64.7KNew |
$18.5M - $20.6M
|
64.7K
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.4KClosed |
$3.27M - $3.63M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
$4.29K - $4.77K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.26KNew |
$647K - $718K
|
2.26K
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.65KClosed |
$473K - $525K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.05KClosed |
$301K - $334K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 1.0% |
$286 - $318
|
101
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
85New |
$24.3K - $27K
|
85
$0
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3New |
$859 - $953
|
3
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-115Closed |
$32.9K - $36.5K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-1.37KClosed |
$399K - $441K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-192Closed |
$56K - $61.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
123KNew |
$35.8M - $39.5M
|
123K
$0
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36New |
$10.5K - $11.6K
|
36
$0
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-161Closed |
$46.9K - $51.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$29.1K - $32.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.62KNew |
$764K - $843K
|
2.62K
$0
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
32New |
$9.33K - $10.3K
|
32
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-102Closed |
$29.7K - $32.8K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-6.04KClosed |
$1.76M - $1.94M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-250Closed |
$72.9K - $80.5K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-31.6KClosed |
$9.21M - $10.2M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-5.29KClosed |
$1.54M - $1.7M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-95.4KClosed |
$27.8M - $30.7M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-916Closed |
$267K - $295K
|
0
$0
|
|
Q3 2021 | |||||||
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-20.6KClosed |
$6.04M - $6.61M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-12.4KClosed |
$3.64M - $3.98M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
49New |
$14.4K - $15.7K
|
49
$0
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-915Closed |
$268K - $294K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-5- 5.32% |
$1.47K - $1.6K
|
89
$0
|
|
Q2 2021 | |||||||
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-90Closed |
$24.1K - $26.4K
|
0
$0
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$350K - $383K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-808Closed |
$217K - $237K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300Closed |
$80.4K - $88.1K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-356Closed |
$95.4K - $105K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
8New |
$2.14K - $2.35K
|
8
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-193Closed |
$51.7K - $56.7K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$2.68K - $2.94K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-371Closed |
$99.4K - $109K
|
0
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.21KClosed |
$308K - $332K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1Closed |
$254 - $274
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-441Closed |
$112K - $121K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6New |
$1.52K - $1.64K
|
6
$0
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.57KClosed |
$652K - $704K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1Closed |
$254 - $274
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-25Closed |
$6.34K - $6.84K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
SELL
|
- |
-88Closed |
$22.3K - $24.1K
|
0
$0
|