Latest Institutional Transactions on Invesco S&P 500 Equal Weight R (EWRE)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight R (EWRE) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-159- 2.25% |
N/A
|
6.9K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-6- 13.33% |
N/A
|
39
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 8.28% |
N/A
|
23.4K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
5.75KNew |
N/A
|
5.75K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-655- 8.94% |
N/A
|
6.67K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.67KNew |
N/A
|
6.67K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-697- 2.96% |
N/A
|
22.8K
$0
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
28.3KNew |
N/A
|
28.3K
$0
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
28.9KNew |
N/A
|
28.9K
$0
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.74KNew |
N/A
|
7.74K
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7New |
N/A
|
7
$0
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
N/A
|
49
$0
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
150New |
N/A
|
150
$0
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.4KNew |
N/A
|
3.4K
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
750New |
N/A
|
750
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-333- 5.9% |
N/A
|
5.31K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.37K+ 14.88% |
N/A
|
18.3K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
495New |
N/A
|
495
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
333+ 792.86% |
N/A
|
375
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40.6KNew |
N/A
|
40.6K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
775+ 23.44% |
N/A
|
4.08K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-735- 2.54% |
N/A
|
28.2K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
N/A
|
50
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
67New |
N/A
|
67
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-350- 70.42% |
N/A
|
147
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 41.25% |
N/A
|
48.8K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.3K+ 41.02% |
N/A
|
49.1K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.52KNew |
N/A
|
5.52K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-167K- 66.95% |
N/A
|
82.3K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.95KNew |
N/A
|
5.95K
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
87.8KNew |
N/A
|
87.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.1K+ 35.96% |
N/A
|
38.4K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23.3K- 94.83% |
N/A
|
1.27K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
259New |
N/A
|
259
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.33K+ 45.25% |
N/A
|
4.27K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 16.67% |
$0 - $302
|
45
$0
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.54KNew |
$0 - $51.8K
|
1.54K
$0
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-1.91K- 1.01% |
$0 - $64.1K
|
187K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$0 - $2.82K
|
84
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.04% |
$0 - $33.6
|
48
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-792- 2.63% |
$0 - $26.6K
|
29.3K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-580- 7.48% |
$15.6K - $19.5K
|
7.17K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
185New |
$4.98K - $6.23K
|
185
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217New |
$5.84K - $7.3K
|
217
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
446New |
$12K - $15K
|
446
$0
|
|