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, 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
|
Money Concepts Capital Corp
|
BUY
|
- |
297+ 97.38% |
$68.6K - $78.4K
|
602
$0
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-640- 15.25% |
$148K - $169K
|
3.56K
$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
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-860- 51.34% |
$200K - $243K
|
815
$0
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
469+ 20.23% |
$109K - $133K
|
2.79K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-61- 1.28% |
$14.2K - $17.2K
|
4.71K
$0
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
130+ 11.82% |
$30.2K - $36.8K
|
1.23K
$0
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
9+ 60.0% |
$2.09K - $2.54K
|
24
$0
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
49New |
$11.4K - $13.9K
|
49
$0
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-875- 21.7% |
$203K - $247K
|
3.16K
$0
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
37New |
$8.59K - $10.5K
|
37
$0
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.6KNew |
$372K - $452K
|
1.6K
$0
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
880New |
$204K - $249K
|
880
$0
|
|
Q2 2022 | |||||||
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-790Closed |
$181K - $231K
|
0
$0
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
24New |
$5.51K - $7.02K
|
24
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-392Closed |
$90K - $115K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.57KClosed |
$590K - $752K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-85Closed |
$19.5K - $24.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$230 - $292
|
1
$0
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.59KClosed |
$1.28M - $1.63M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.4KNew |
$321K - $409K
|
1.4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-511Closed |
$117K - $149K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-900Closed |
$207K - $263K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.48KClosed |
$339K - $432K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-959Closed |
$220K - $280K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.04KClosed |
$239K - $304K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50Closed |
$11.5K - $14.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-529- 63.2% |
$121K - $155K
|
308
$0
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-745Closed |
$171K - $218K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.64KClosed |
$376K - $478K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-129- 1.45% |
$29.6K - $37.7K
|
8.74K
$0
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-834Closed |
$192K - $244K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.49KNew |
$802K - $1.02M
|
3.49K
$0
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-144- 57.83% |
$33.1K - $42.1K
|
105
$0
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.13KClosed |
$260K - $331K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
3New |
$689 - $877
|
3
$0
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1Closed |
$230 - $292
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69Closed |
$15.8K - $20.2K
|
0
$0
|