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 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-143Closed |
$20.1K - $21.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.87KClosed |
$262K - $283K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10KClosed |
$1.4M - $1.52M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.81KClosed |
$535K - $578K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-432Closed |
$60.6K - $65.5K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
700New |
$99.3K - $106K
|
700
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90Closed |
$12.8K - $13.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-8.24KClosed |
$1.17M - $1.25M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.94KClosed |
$276K - $295K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-13.4KClosed |
$1.9M - $2.03M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-112KClosed |
$15.9M - $17M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-26.7KClosed |
$3.78M - $4.05M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-189Closed |
$26.8K - $28.7K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-23.4KClosed |
$3.31M - $3.55M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-55- 77.46% |
$7.8K - $8.36K
|
16
$0
|
|
Jul 23, 2021
Q2 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-64.2KClosed |
$9.11M - $9.75M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.4KClosed |
$625K - $669K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.9KClosed |
$270K - $289K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2Closed |
$241 - $287
|
0
$0
|
|
Q4 2020 | |||||||
Mar 04, 2021
Q4 2020
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.8KClosed |
$593K - $712K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 17, 2024
Q2 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-100Closed |
$6.08K - $10.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.93KClosed |
$178K - $298K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-150Closed |
$9.13K - $15.2K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-533Closed |
$32.4K - $54.1K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-6.18KClosed |
$376K - $627K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-200Closed |
$12.2K - $20.3K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26Closed |
$1.58K - $2.64K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22KClosed |
$1.28M - $2.49M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.57KClosed |
$208K - $403K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-60Closed |
$3.5K - $6.78K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Rba Wealth Management, LLC
|
SELL
|
- |
-4.32KClosed |
$252K - $489K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.2KClosed |
$303K - $588K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-50Closed |
$2.91K - $5.65K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-127Closed |
$7.4K - $14.4K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Strategic Advisors LLC
|
SELL
|
- |
-7.41KClosed |
$432K - $837K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-40Closed |
$4.01K - $4.48K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-131Closed |
$13.1K - $14.7K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-202Closed |
$20.3K - $22.6K
|
0
$0
|
|
Q3 2019 | |||||||
Aug 30, 2024
Q3 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25Closed |
$2.4K - $2.69K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-40Closed |
$3.84K - $4.3K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4Closed |
$384 - $430
|
0
$0
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.36KClosed |
$229K - $258K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-19.8KClosed |
$1.92M - $2.16M
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.53KClosed |
$313K - $367K
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-5.71KClosed |
$507K - $593K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
12New |
$1.02K - $1.27K
|
12
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-5.29KClosed |
$544K - $573K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-17Closed |
$1.75K - $1.84K
|
0
$0
|