Latest Institutional Purchases of Invesco S&P 500 Equal Weight R (EWRE)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight R (EWRE) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.95KNew |
N/A
|
5.95K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.52KNew |
N/A
|
5.52K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
67New |
N/A
|
67
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
N/A
|
50
$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
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.33K+ 45.25% |
N/A
|
4.27K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
259New |
N/A
|
259
$0
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.54KNew |
$0 - $51.8K
|
1.54K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$0 - $2.82K
|
84
$0
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
446New |
$12K - $15K
|
446
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217New |
$5.84K - $7.3K
|
217
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
185New |
$4.98K - $6.23K
|
185
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
31New |
$835 - $1.04K
|
31
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6New |
$162 - $202
|
6
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.28K+ 2.17% |
$0 - $41.9K
|
60.3K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$0 - $3.27K
|
100
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.2KNew |
$0 - $727K
|
23.2K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1New |
$0 - $31.4
|
1
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
24KNew |
$681K - $836K
|
24K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.61K+ 459.79% |
$74K - $90.8K
|
3.17K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
326+ 2.68% |
$9.25K - $11.4K
|
12.5K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
157New |
$4.45K - $5.47K
|
157
$0
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
85.7KNew |
$2.58M - $2.82M
|
85.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.28KNew |
$249K - $272K
|
8.28K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$30.1K - $32.9K
|
1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
466New |
$14K - $15.3K
|
466
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
284New |
$8.53K - $9.34K
|
284
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
212+ 4.01% |
$6.37K - $6.97K
|
5.51K
$0
|
|
| Q3 2022 | |||||||
|
Aug 13, 2025
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
9.39KNew |
$290K - $352K
|
9.39K
$0
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.99% |
$742 - $900
|
2.45K
$0
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
48.2KNew |
$1.54M - $2.02M
|
48.2K
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.8K+ 148.56% |
$57.6K - $75.6K
|
3.02K
$0
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
269+ 4.35% |
$8.59K - $11.3K
|
6.45K
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
100+ 21.51% |
$3.2K - $4.2K
|
565
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
2.6K+ 15.02% |
$96.6K - $110K
|
19.9K
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
151New |
$5.5K - $5.96K
|
151
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
102+ 1.59% |
$3.35K - $3.82K
|
6.5K
$0
|
|
| Q1 2019 | |||||||
|
Apr 30, 2019
Q1 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
250New |
$6.32K - $7.51K
|
250
$0
|
|
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
222New |
$5.61K - $6.67K
|
222
$0
|
|