Purchases and Sales Made in Q3 2023 in Invesco S&P 500 Equal Weight T (RYT)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight T (RYT) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT T.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
8.97KNew |
$0 - $2.71M
|
8.97K
$0
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
8.93K+ 900.2% |
$0 - $2.7M
|
9.92K
$0
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.77K+ 900.82% |
$0 - $2.65M
|
9.75K
$0
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.71KNew |
$0 - $2.63M
|
8.71K
$0
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.71K+ 874.87% |
$0 - $2.63M
|
9.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.69K+ 900.0% |
$0 - $2.62M
|
9.65K
$0
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8.44K+ 894.91% |
$0 - $2.55M
|
9.38K
$0
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
7.98K+ 885.46% |
$0 - $2.41M
|
8.88K
$0
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.96K+ 900.0% |
$0 - $2.4M
|
8.84K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.95K+ 944.66% |
$0 - $2.4M
|
8.8K
$0
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
7.89K+ 889.06% |
$0 - $2.38M
|
8.77K
$0
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7.86KNew |
$0 - $2.37M
|
7.86K
$0
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.6K+ 383.6% |
$0 - $2.3M
|
9.59K
$0
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.56K+ 818.74% |
$0 - $2.28M
|
8.48K
$0
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.51KNew |
$0 - $2.27M
|
7.51K
$0
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.5KNew |
$0 - $2.26M
|
7.5K
$0
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7.43K+ 900.0% |
$0 - $2.24M
|
8.25K
$0
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.24KNew |
$0 - $2.19M
|
7.24K
$0
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.13K+ 814.29% |
$0 - $2.15M
|
8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.12KNew |
$0 - $2.15M
|
7.12K
$0
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.99K+ 899.49% |
$0 - $2.11M
|
7.77K
$0
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.78K+ 679.06% |
$0 - $2.05M
|
7.78K
$0
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.78K+ 679.06% |
$0 - $2.05M
|
7.78K
$0
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.77K+ 897.61% |
$0 - $2.04M
|
7.52K
$0
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.75K+ 900.0% |
$0 - $2.04M
|
7.5K
$0
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.71K+ 698.23% |
$0 - $2.03M
|
7.67K
$0
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.56K+ 819.1% |
$0 - $1.98M
|
7.36K
$0
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.53K+ 900.0% |
$0 - $1.97M
|
7.25K
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6.49K+ 908.4% |
$0 - $1.96M
|
7.2K
$0
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6.47K+ 901.39% |
$0 - $1.95M
|
7.19K
$0
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.45K+ 898.47% |
$0 - $1.95M
|
7.17K
$0
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.36K+ 900.0% |
$0 - $1.92M
|
7.07K
$0
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.22K+ 599.52% |
$0 - $1.88M
|
7.25K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.17K+ 992.91% |
$0 - $1.86M
|
6.79K
$0
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
5.91K+ 893.95% |
$0 - $1.78M
|
6.57K
$0
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.85K+ 900.0% |
$0 - $1.77M
|
6.5K
$0
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.55K+ 1158.66% |
$0 - $1.68M
|
6.03K
$0
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5.18K+ 900.0% |
$0 - $1.56M
|
5.75K
$0
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
5.1K+ 902.12% |
$0 - $1.54M
|
5.66K
$0
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.86K+ 900.0% |
$0 - $1.47M
|
5.4K
$0
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
4.82K+ 900.0% |
$0 - $1.46M
|
5.36K
$0
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
4.61K+ 890.35% |
$0 - $1.39M
|
5.13K
$0
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.5K+ 900.0% |
$0 - $1.36M
|
5K
$0
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.44K+ 902.44% |
$0 - $1.34M
|
4.93K
$0
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.97K+ 900.0% |
$0 - $1.2M
|
4.41K
$0
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.6K+ 900.0% |
$0 - $1.09M
|
4K
$0
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
2.84K+ 900.0% |
$0 - $856K
|
3.15K
$0
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 900.0% |
$0 - $823K
|
3.03K
$0
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.73K+ 927.55% |
$0 - $823K
|
3.02K
$0
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.28K+ 807.8% |
$0 - $688K
|
2.56K
$0
|