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 |
|---|---|---|---|---|---|---|---|
|
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
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.6K+ 88.89% |
$169K - $202K
|
3.4K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-219Closed |
$23.2K - $27.6K
|
0
$0
|
|
|
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 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
|
|
|
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 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
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-150Closed |
$15.4K - $16.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-782Closed |
$80.1K - $88K
|
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
|
|