Latest Institutional Transactions on Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr S&P 500 Equal W (RCD) 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 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.93K- 31.01% |
N/A
|
11K
$0
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
122+ 1.78% |
N/A
|
6.97K
$0
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5+ 250.0% |
N/A
|
7
$0
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.63KNew |
N/A
|
7.63K
$0
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
72New |
N/A
|
72
$0
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
254+ 0.87% |
N/A
|
29.3K
$0
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
164New |
N/A
|
164
$0
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.24KNew |
N/A
|
7.24K
$0
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.38K- 2.38% |
N/A
|
97.4K
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.37K- 35.22% |
N/A
|
9.88K
$0
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.2% |
N/A
|
511
$0
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-142- 1.93% |
N/A
|
7.2K
$0
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
270New |
N/A
|
270
$0
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-128- 1.29% |
N/A
|
9.78K
$0
|
|
Q1 2024 | |||||||
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-71- 70.3% |
$0 - $3.35K
|
30
$0
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-8.1K- 64.8% |
$0 - $383K
|
4.4K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.79KNew |
$0 - $273K
|
5.79K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.17K- 45.68% |
$0 - $197K
|
4.96K
$0
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
72New |
$0 - $3.4K
|
72
$0
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.4K- 50.9% |
$0 - $772K
|
15.8K
$0
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-163- 2.53% |
$0 - $7.7K
|
6.28K
$0
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-62- 80.52% |
$0 - $2.93K
|
15
$0
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-393- 94.24% |
$0 - $18.6K
|
24
$0
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
189New |
$0 - $8.93K
|
189
$0
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
234New |
$0 - $11.1K
|
234
$0
|
|
Q4 2023 | |||||||
Mar 22, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
689New |
$26.5K - $32.9K
|
689
$0
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
6.75KNew |
$260K - $323K
|
6.75K
$0
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$1.73K - $2.15K
|
45
$0
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.65K- 2.07% |
$102K - $127K
|
125K
$0
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
81New |
$3.12K - $3.87K
|
81
$0
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.1K- 60.1% |
$428K - $531K
|
7.38K
$0
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24New |
$924 - $1.15K
|
24
$0
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
41New |
$1.58K - $1.96K
|
41
$0
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
231New |
$8.89K - $11K
|
231
$0
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.23KNew |
$163K - $202K
|
4.23K
$0
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-8.53K- 99.44% |
$328K - $407K
|
48
$0
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
63.6KNew |
$2.45M - $3.04M
|
63.6K
$0
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75New |
$2.89K - $3.58K
|
75
$0
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.22% |
$38.5 - $47.8
|
453
$0
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 200.0% |
$0 - $21.3K
|
225
$0
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 85.0% |
$0 - $62.6K
|
78
$0
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
900+ 200.0% |
$0 - $128K
|
1.35K
$0
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
84New |
$0 - $11.9K
|
84
$0
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 200.0% |
$0 - $515K
|
5.45K
$0
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.66M+ 200.0% |
$0 - $378M
|
4M
$0
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
37New |
$0 - $5.24K
|
37
$0
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
158+ 200.0% |
$0 - $22.4K
|
237
$0
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64+ 200.0% |
$0 - $9.07K
|
96
$0
|