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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-19.2KClosed |
$2.03M - $2.32M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-275Closed |
$29.2K - $33.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-310Closed |
$32.9K - $37.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-155- 50.0% |
$16.4K - $18.7K
|
155
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25.6KNew |
$2.72M - $3.1M
|
25.6K
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.63KClosed |
$386K - $439K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-45.8KClosed |
$4.86M - $5.54M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
86+ 0.84% |
$9.13K - $10.4K
|
10.3K
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14New |
$1.44K - $1.6K
|
14
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.99KNew |
$204K - $227K
|
1.99K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-300KClosed |
$30.8M - $34.2M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19Closed |
$1.95K - $2.17K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-322Closed |
$33K - $36.8K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
7New |
$718 - $799
|
7
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-40Closed |
$4.1K - $4.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-860Closed |
$88.1K - $96.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-782Closed |
$80.1K - $88K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-150Closed |
$15.4K - $16.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.33KClosed |
$344K - $365K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-226Closed |
$23.3K - $24.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15Closed |
$1.55K - $1.64K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60Closed |
$6.19K - $6.57K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.53KClosed |
$143K - $159K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$9.5K - $10.6K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100Closed |
$9.5K - $10.6K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-110Closed |
$10.4K - $11.7K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-570Closed |
$54.1K - $60.7K
|
0
$0
|
|
|
Jan 08, 2021
Q4 2020
|
Old Port Advisors
|
SELL
|
- |
-2.22KClosed |
$211K - $237K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-20Closed |
$1.81K - $1.98K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-265Closed |
$24K - $26.2K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-452Closed |
$40.9K - $44.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
432+ 5.64% |
$35.7K - $43.6K
|
8.09K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.2KClosed |
$99K - $121K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-12.3KClosed |
$1.02M - $1.25M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-118Closed |
$9.74K - $11.9K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
55New |
$4.54K - $5.55K
|
55
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Camden Capital, LLC
|
SELL
|
- |
-2.37KClosed |
$196K - $239K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12K- 81.22% |
$867K - $1.38M
|
2.77K
$0
|
|
|
May 13, 2020
Q1 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.62KClosed |
$479K - $765K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-18.7KClosed |
$1.35M - $2.16M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-19.5KClosed |
$1.41M - $2.25M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.26KClosed |
$163K - $261K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6Closed |
$434 - $693
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Strategic Advisors LLC
|
SELL
|
- |
-6.46KClosed |
$467K - $746K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-6.14KClosed |
$444K - $709K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.61KClosed |
$478K - $763K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
First National Corp
|
SELL
|
- |
-2.04KClosed |
$147K - $236K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.37KClosed |
$171K - $274K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.95KNew |
$398K - $422K
|
3.95K
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-56.1KClosed |
$5.67M - $6M
|
0
$0
|
|