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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
32.3K+ 298.93% |
$0 - $4.58M
|
43.1K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.96KNew |
$0 - $1.27M
|
8.96K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-474- 99.58% |
$0 - $67.2K
|
2
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
37+ 205.56% |
$0 - $5.24K
|
55
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$0 - $8.93K
|
63
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.64KNew |
$0 - $1.08M
|
7.64K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.84K+ 200.0% |
$0 - $970K
|
10.3K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
141New |
$0 - $20K
|
141
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5.13K+ 200.0% |
$0 - $727K
|
7.7K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
477+ 184.88% |
$0 - $67.6K
|
735
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
29KNew |
$0 - $4.11M
|
29K
$0
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-34.4K- 67.56% |
$0 - $4.75M
|
16.5K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.82K- 37.91% |
$0 - $251K
|
2.98K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
40.8KNew |
$0 - $5.63M
|
40.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.1K- 37.93% |
$0 - $152K
|
1.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.49KNew |
$0 - $205K
|
1.49K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.76KNew |
$0 - $1.07M
|
7.76K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-82- 1.07% |
$0 - $11.3K
|
7.57K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.07KNew |
$0 - $423K
|
3.07K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.76KNew |
$0 - $242K
|
1.76K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7KNew |
$0 - $965K
|
7K
$0
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.71KNew |
$202K - $236K
|
1.71K
$0
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.02KNew |
$475K - $554K
|
4.02K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$23.6K - $27.6K
|
200
$0
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-63- 3.59% |
$7.44K - $8.69K
|
1.69K
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3KNew |
$354K - $413K
|
3K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 27.86% |
$179K - $209K
|
3.93K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9.17KNew |
$1.08M - $1.26M
|
9.17K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$591 - $689
|
5
$0
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.23KClosed |
$251K - $283K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.2% |
$112 - $127
|
512
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
87New |
$9.78K - $11K
|
87
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
116New |
$13K - $14.7K
|
116
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.77KNew |
$199K - $224K
|
1.77K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11New |
$1.24K - $1.39K
|
11
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
65New |
$7.31K - $8.23K
|
65
$0
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.6KNew |
$282K - $333K
|
2.6K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.63K - $1.93K
|
15
$0
|
|
| Q2 2022 | |||||||
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-17.5KClosed |
$1.84M - $2.41M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-40Closed |
$4.19K - $5.51K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.98KClosed |
$417K - $548K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69Closed |
$7.24K - $9.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$430K - $565K
|
4.1K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
398+ 19.91% |
$41.7K - $54.8K
|
2.4K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.57KClosed |
$899K - $1.18M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-385- 62.3% |
$40.4K - $53K
|
233
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.57KClosed |
$269K - $353K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.1KClosed |
$430K - $565K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-24Closed |
$2.52K - $3.31K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.34K- 65.29% |
$455K - $598K
|
2.31K
$0
|
|