Latest Institutional Purchases of Invesco S&P 500 Equal Weight U (RYU)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight U (RYU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.45KNew |
$366K - $410K
|
3.45K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
38New |
$4.03K - $4.52K
|
38
$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
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9New |
$955 - $1.07K
|
9
$0
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$3.89M - $4.27M
|
35.7K
$0
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
21.9KNew |
$2.39M - $2.62M
|
21.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.78KNew |
$194K - $213K
|
1.78K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
912New |
$99.4K - $109K
|
912
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
412+ 11.08% |
$44.9K - $49.3K
|
4.13K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
380New |
$41.4K - $45.5K
|
380
$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
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.88K+ 21.53% |
$207K - $239K
|
10.6K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
716New |
$79.1K - $91.2K
|
716
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
200New |
$22.1K - $25.5K
|
200
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$17.7K - $20.4K
|
160
$0
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
7.95KNew |
$840K - $1M
|
7.95K
$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 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.6K+ 88.89% |
$169K - $202K
|
3.4K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
125New |
$13.2K - $15.8K
|
125
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$952 - $1.13K
|
9
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 33.33% |
$106 - $126
|
4
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25.6KNew |
$2.72M - $3.1M
|
25.6K
$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 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.99KNew |
$204K - $227K
|
1.99K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14New |
$1.44K - $1.6K
|
14
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
7New |
$718 - $799
|
7
$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 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
55New |
$4.54K - $5.55K
|
55
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.95KNew |
$398K - $422K
|
3.95K
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 1.06% |
$98.2 - $107
|
95
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
3New |
$240 - $256
|
3
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$80 - $85.4
|
1
$0
|
|