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 |
|---|---|---|---|---|---|---|---|
|
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
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-19.5KClosed |
$1.41M - $2.25M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-18.7KClosed |
$1.35M - $2.16M
|
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
|
|
|
Jan 29, 2020
Q4 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.95KClosed |
$601K - $636K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-128Closed |
$12.6K - $13.7K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.71KClosed |
$266K - $290K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 1.06% |
$98.2 - $107
|
95
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1Closed |
$98.2 - $107
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.66KClosed |
$262K - $285K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.16KClosed |
$114K - $124K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Gradient Investments LLC
|
SELL
|
- |
-16Closed |
$1.57K - $1.71K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.82KClosed |
$455K - $489K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-643Closed |
$60.7K - $65.3K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-17KClosed |
$1.47M - $1.67M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-19.4KClosed |
$1.68M - $1.9M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-243Closed |
$21.1K - $23.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-1.1KClosed |
$95.1K - $105K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-889Closed |
$76.8K - $84.9K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-256Closed |
$21.7K - $23.1K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-45Closed |
$3.81K - $4.07K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Asset Dedication, LLC
|
SELL
|
- |
-20Closed |
$1.7K - $1.81K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Sep 13, 2021
Q2 2018
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-54- 38.85% |
$4.32K - $4.61K
|
85
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$80 - $85.4
|
1
$0
|
|