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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
9.61K+ 900.0% |
$0 - $2.9M
|
10.7K
$0
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.6K+ 900.0% |
$0 - $3.8M
|
14K
$0
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.43K- 80.82% |
$0 - $433K
|
340
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
150New |
$0 - $44.4K
|
150
$0
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.21M+ 29309.01% |
$0 - $357M
|
1.21M
$0
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
366New |
$0 - $108K
|
366
$0
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-139- 3.0% |
$0 - $41.1K
|
4.49K
$0
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
700New |
$0 - $207K
|
700
$0
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1+ 0.18% |
$0 - $296
|
567
$0
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
31.6KNew |
$0 - $9.35M
|
31.6K
$0
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
300+ 42.86% |
$0 - $88.7K
|
1K
$0
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
99+ 32.57% |
$0 - $29.3K
|
403
$0
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
2.33KNew |
$0 - $689K
|
2.33K
$0
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.61KNew |
$0 - $772K
|
2.61K
$0
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-137- 13.62% |
$0 - $40.5K
|
869
$0
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.26% |
$0 - $1.18K
|
1.53K
$0
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
753New |
$0 - $223K
|
753
$0
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-100- 0.75% |
$0 - $29.6K
|
13.2K
$0
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-53- 33.33% |
$0 - $15.7K
|
106
$0
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
173New |
$0 - $51.2K
|
173
$0
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9.51KNew |
$0 - $2.81M
|
9.51K
$0
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20Closed |
$0 - $5.92K
|
0
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.55K+ 4.48% |
$855K - $992K
|
82.7K
$0
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-517- 6.22% |
$125K - $145K
|
7.79K
$0
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
118New |
$28.5K - $33K
|
118
$0
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.22KNew |
$1.74M - $2.02M
|
7.22K
$0
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
300New |
$72.3K - $83.9K
|
300
$0
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
801New |
$193K - $224K
|
801
$0
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 7.67% |
$4.01M - $4.66M
|
200K
$0
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.21% |
$241 - $280
|
488
$0
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9- 0.94% |
$2.17K - $2.52K
|
950
$0
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-490- 3.46% |
$118K - $137K
|
13.7K
$0
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
102+ 6.57% |
$24.6K - $28.5K
|
1.65K
$0
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.84KNew |
$1.41M - $1.63M
|
5.84K
$0
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.32K- 6.57% |
$560K - $649K
|
33K
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
333+ 7.48% |
$76.9K - $87.8K
|
4.78K
$0
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-640- 15.25% |
$148K - $169K
|
3.56K
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
297+ 97.38% |
$68.6K - $78.4K
|
602
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543New |
$125K - $143K
|
543
$0
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7KNew |
$1.62M - $1.85M
|
7K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$11.6K - $13.2K
|
50
$0
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 3.85% |
$231 - $264
|
25
$0
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
152New |
$35.1K - $40.1K
|
152
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
71+ 0.62% |
$16.4K - $18.7K
|
11.4K
$0
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
903New |
$209K - $238K
|
903
$0
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
435New |
$101K - $115K
|
435
$0
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39New |
$9.01K - $10.3K
|
39
$0
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
104+ 6.9% |
$24K - $27.4K
|
1.61K
$0
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
139New |
$32.1K - $36.7K
|
139
$0
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$23.2K - $28.3K
|
100
$0
|