Latest Institutional Transactions on Invesco S&P 500 Equal Weight T (RYT)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight T (RYT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
237New |
$6.23K - $7.78K
|
237
$0
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6.2KNew |
$163K - $204K
|
6.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.15K- 31.66% |
$162K - $202K
|
13.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
72KNew |
$1.89M - $2.36M
|
72K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 25.0% |
$158 - $197
|
18
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-197- 2.75% |
$5.18K - $6.47K
|
6.97K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.76KNew |
$46.2K - $57.7K
|
1.76K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
10.4K+ 8.67% |
$273K - $341K
|
130K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6.3KNew |
$166K - $207K
|
6.3K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-610- 8.13% |
$16K - $20K
|
6.9K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.42K- 7.59% |
$37.3K - $46.6K
|
17.3K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-550- 35.48% |
$14.5K - $18.1K
|
1K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
10KNew |
$263K - $328K
|
10K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
6.25KNew |
$164K - $205K
|
6.25K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
177New |
$4.65K - $5.81K
|
177
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$526 - $657
|
20
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-6.87K- 41.41% |
$181K - $226K
|
9.73K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.27KNew |
$138K - $173K
|
5.27K
$0
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.17K+ 900.0% |
$0 - $353K
|
1.3K
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34Closed |
$0 - $10.3K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5.18K+ 900.0% |
$0 - $1.56M
|
5.75K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
162+ 900.0% |
$0 - $48.9K
|
180
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
810+ 900.0% |
$0 - $245K
|
900
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
675+ 900.0% |
$0 - $204K
|
750
$0
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
504+ 900.0% |
$0 - $152K
|
560
$0
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.71KNew |
$0 - $2.63M
|
8.71K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.12KNew |
$0 - $2.15M
|
7.12K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 900.0% |
$0 - $508K
|
1.87K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
225+ 1022.73% |
$0 - $67.9K
|
247
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
378+ 900.0% |
$0 - $114K
|
420
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
90+ 900.0% |
$0 - $27.2K
|
100
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.03K+ 900.0% |
$0 - $611K
|
2.25K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
63K+ 900.0% |
$0 - $19M
|
70K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.9K+ 900.0% |
$0 - $2.99M
|
11K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
468+ 900.0% |
$0 - $141K
|
520
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.6K+ 900.0% |
$0 - $1.09M
|
4K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
135+ 900.0% |
$0 - $40.8K
|
150
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.5KNew |
$0 - $2.26M
|
7.5K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
927+ 900.0% |
$0 - $280K
|
1.03K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
38.6K+ 1052.73% |
$0 - $11.6M
|
42.2K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
265K+ 1161.76% |
$0 - $80.1M
|
288K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.95K+ 944.66% |
$0 - $2.4M
|
8.8K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
540+ 900.0% |
$0 - $163K
|
600
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
10.1K+ 719.15% |
$0 - $3.06M
|
11.6K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
153+ 900.0% |
$0 - $46.2K
|
170
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
936+ 900.0% |
$0 - $283K
|
1.04K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
4.61K+ 890.35% |
$0 - $1.39M
|
5.13K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
140+ 933.33% |
$0 - $42.3K
|
155
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
14.9K+ 900.0% |
$0 - $4.51M
|
16.6K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.8K+ 900.0% |
$0 - $544K
|
2K
$0
|
|