Latest Institutional Transactions on Invesco S&P 500 Equal Weight U (RYU)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight U (RYU) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.87KNew |
$0 - $218K
|
1.87K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.25KNew |
$0 - $380K
|
3.25K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10- 0.27% |
$0 - $1.17K
|
3.67K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-44- 0.74% |
$0 - $5.15K
|
5.93K
$0
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.45KNew |
$366K - $410K
|
3.45K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.68% |
$318 - $357
|
437
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.06K- 53.6% |
$218K - $245K
|
1.78K
$0
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
35New |
$3.72K - $4.17K
|
35
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16New |
$1.7K - $1.91K
|
16
$0
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-200- 8.7% |
$21.2K - $23.8K
|
2.1K
$0
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-35.1K- 94.95% |
$3.72M - $4.17M
|
1.87K
$0
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-834- 88.91% |
$88.5K - $99.3K
|
104
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9New |
$955 - $1.07K
|
9
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.79K- 22.91% |
$827K - $927K
|
26.2K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
38New |
$4.03K - $4.52K
|
38
$0
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
21.9KNew |
$2.39M - $2.62M
|
21.9K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
912New |
$99.4K - $109K
|
912
$0
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.78KNew |
$194K - $213K
|
1.78K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-100- 5.19% |
$10.9K - $12K
|
1.83K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
177New |
$19.3K - $21.2K
|
177
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
132+ 100.0% |
$14.4K - $15.8K
|
264
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-166- 4.12% |
$18.1K - $19.9K
|
3.86K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-235- 3.82% |
$25.6K - $28.1K
|
5.92K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.19K- 37.68% |
$348K - $382K
|
5.28K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$3.89M - $4.27M
|
35.7K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
412+ 11.08% |
$44.9K - $49.3K
|
4.13K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-46.2K- 98.93% |
$5.04M - $5.53M
|
501
$0
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
380New |
$41.4K - $45.5K
|
380
$0
|
|
| Q3 2022 | |||||||
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.06KClosed |
$448K - $517K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
716New |
$79.1K - $91.2K
|
716
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$17.7K - $20.4K
|
160
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
200New |
$22.1K - $25.5K
|
200
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50.8K- 96.94% |
$5.61M - $6.47M
|
1.6K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-91- 98.91% |
$10.1K - $11.6K
|
1
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.88K+ 21.53% |
$207K - $239K
|
10.6K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.63K- 37.64% |
$622K - $717K
|
9.33K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.97KNew |
$314K - $374K
|
2.97K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.94KNew |
$205K - $244K
|
1.94K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.6K+ 88.89% |
$169K - $202K
|
3.4K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.23KClosed |
$659K - $786K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-219Closed |
$23.2K - $27.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-539- 20.58% |
$57K - $68K
|
2.08K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 33.33% |
$106 - $126
|
4
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$952 - $1.13K
|
9
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
125New |
$13.2K - $15.8K
|
125
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-670Closed |
$70.9K - $84.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
7.95KNew |
$840K - $1M
|
7.95K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-723- 13.15% |
$76.5K - $91.2K
|
4.78K
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.87KClosed |
$303K - $362K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-110- 6.42% |
$11.7K - $13.3K
|
1.6K
$0
|
|