Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
35+ 0.11% |
$920 - $1.15K
|
31.3K
$0
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$526 - $657
|
20
$0
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
10+ 0.14% |
$263 - $328
|
7.2K
$0
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.14% |
$210 - $263
|
5.67K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7+ 0.04% |
$184 - $230
|
19.6K
$0
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 0.14% |
$184 - $230
|
4.94K
$0
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6+ 0.04% |
$158 - $197
|
16K
$0
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.13% |
$78.8 - $98.5
|
2.34K
$0
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2+ 0.02% |
$52.6 - $65.7
|
8.88K
$0
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2+ 0.0% |
$52.6 - $65.7
|
71.5K
$0
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.19% |
$26.3 - $32.8
|
522
$0
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2- -0.0% |
$52.6 - $65.7
|
75.9K
$0
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 25.0% |
$158 - $197
|
18
$0
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 25.0% |
$263 - $328
|
30
$0
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 0.16% |
$1.31K - $1.64K
|
30.9K
$0
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-50- 0.11% |
$1.31K - $1.64K
|
47.5K
$0
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-85- 0.78% |
$2.23K - $2.79K
|
10.9K
$0
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-87- 11.54% |
$2.29K - $2.86K
|
667
$0
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-100- 1.25% |
$2.63K - $3.28K
|
7.9K
$0
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.45% |
$2.63K - $3.28K
|
21.9K
$0
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 1.04% |
$2.63K - $3.28K
|
9.55K
$0
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-114- 0.78% |
$3K - $3.74K
|
14.5K
$0
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-114- 0.4% |
$3K - $3.74K
|
28.6K
$0
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-123- 1.31% |
$3.23K - $4.04K
|
9.26K
$0
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-146- 0.19% |
$3.84K - $4.79K
|
76.5K
$0
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-165- 0.74% |
$4.34K - $5.42K
|
22.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-167- 0.21% |
$4.39K - $5.48K
|
79.1K
$0
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-179- 1.74% |
$4.7K - $5.88K
|
10.1K
$0
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-188- 1.1% |
$4.94K - $6.17K
|
17K
$0
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-197- 2.02% |
$5.18K - $6.47K
|
9.55K
$0
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-197- 2.75% |
$5.18K - $6.47K
|
6.97K
$0
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-224- 3.72% |
$5.89K - $7.35K
|
5.81K
$0
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-229- 3.18% |
$6.02K - $7.52K
|
6.97K
$0
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-246- 0.51% |
$6.46K - $8.08K
|
48.4K
$0
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-250- 1.36% |
$6.57K - $8.21K
|
18.1K
$0
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-275- 0.5% |
$7.23K - $9.03K
|
54.2K
$0
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-300- 3.86% |
$7.88K - $9.85K
|
7.48K
$0
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-300- 3.86% |
$7.88K - $9.85K
|
7.48K
$0
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-337- 3.04% |
$8.86K - $11.1K
|
10.7K
$0
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-340- 3.19% |
$8.94K - $11.2K
|
10.3K
$0
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-373- 1.61% |
$9.8K - $12.2K
|
22.8K
$0
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-386- 3.78% |
$10.1K - $12.7K
|
9.84K
$0
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-388- 0.71% |
$10.2K - $12.7K
|
54.3K
$0
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-401- 3.85% |
$10.5K - $13.2K
|
10K
$0
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-460- 10.43% |
$12.1K - $15.1K
|
3.95K
$0
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-475- 0.41% |
$12.5K - $15.6K
|
115K
$0
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-505- 6.82% |
$13.3K - $16.6K
|
6.9K
$0
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-515- 1.05% |
$13.5K - $16.9K
|
48.5K
$0
|