Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 4.65% |
N/A
|
240K
$0
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-10.5K- 29.15% |
N/A
|
25.5K
$0
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-735- 2.54% |
N/A
|
28.2K
$0
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-662- 3.04% |
N/A
|
21.2K
$0
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-489- 1.78% |
N/A
|
27K
$0
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-307- 1.27% |
N/A
|
23.8K
$0
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-103- 1.45% |
N/A
|
7.02K
$0
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-92- 1.27% |
N/A
|
7.17K
$0
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-63- 0.3% |
N/A
|
20.8K
$0
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-378K- 86.18% |
N/A
|
60.7K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-167K- 66.95% |
N/A
|
82.3K
$0
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-52.4K- 81.85% |
N/A
|
11.6K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.56K- 43.46% |
N/A
|
9.84K
$0
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.2K- 7.59% |
N/A
|
14.6K
$0
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-916- 7.83% |
N/A
|
10.8K
$0
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-350- 70.42% |
N/A
|
147
$0
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-152- 1.99% |
N/A
|
7.47K
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23.3K- 94.83% |
N/A
|
1.27K
$0
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-1.91K- 1.01% |
$0 - $64.1K
|
187K
$0
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-792- 2.63% |
$0 - $26.6K
|
29.3K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 16.67% |
$0 - $302
|
45
$0
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.04% |
$0 - $33.6
|
48
$0
|
|
Q4 2023 | |||||||
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.65K- 99.42% |
$152K - $190K
|
33
$0
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-580- 7.48% |
$15.6K - $19.5K
|
7.17K
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77- 75.49% |
$2.07K - $2.59K
|
25
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-71K- 99.87% |
$2.01M - $2.47M
|
91
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-466K- 84.79% |
$14M - $15.3M
|
83.5K
$0
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.6K- 2.57% |
$48.1K - $52.6K
|
60.8K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-852- 5.98% |
$25.6K - $28K
|
13.4K
$0
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-844- 3.91% |
$26.1K - $31.7K
|
20.7K
$0
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-141KClosed |
$4.5M - $5.91M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.43KClosed |
$205K - $270K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-5.16KClosed |
$165K - $216K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-66Closed |
$2.11K - $2.77K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-38- 42.7% |
$1.21K - $1.59K
|
51
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-27Closed |
$863 - $1.13K
|
0
$0
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-243KClosed |
$9.03M - $10.3M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-38.2KClosed |
$1.42M - $1.62M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20.2KClosed |
$752K - $857K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.97KClosed |
$296K - $338K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.05KClosed |
$225K - $256K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.35KClosed |
$199K - $226K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-68Closed |
$2.24K - $2.55K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1Closed |
$28.1 - $33.4
|
0
$0
|
|
Q4 2020 | |||||||
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.18K- 94.87% |
$127K - $155K
|
280
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-84Closed |
$2.06K - $2.52K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
SELL
|
- |
-157Closed |
$3.9K - $4.36K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-125Closed |
$3.11K - $3.47K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-31Closed |
$771 - $860
|
0
$0
|
|
Q2 2020 | |||||||
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-52Closed |
$1.1K - $1.55K
|
0
$0
|