Latest Institutional Transactions on Invesco S&P 500 Equal Weight I (RGI)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight I (RGI) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-14.3K- 4.54% |
N/A
|
300K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.74K- 3.83% |
N/A
|
68.9K
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
250New |
N/A
|
250
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 38.46% |
N/A
|
16.9K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
151KNew |
N/A
|
151K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-217- 23.72% |
N/A
|
698
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.36% |
N/A
|
278
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.06K- 48.22% |
N/A
|
2.21K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-242- 2.53% |
N/A
|
9.34K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-10.8K- 68.15% |
N/A
|
5.05K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
225New |
N/A
|
225
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-250- 3.64% |
N/A
|
6.62K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
875New |
N/A
|
875
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.63K+ 13.51% |
N/A
|
13.7K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-6- 0.01% |
N/A
|
43.9K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1K- 83.33% |
N/A
|
200
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-540- 94.74% |
N/A
|
30
$0
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
27.2KNew |
$0 - $1.16M
|
27.2K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16Closed |
$0 - $682
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-90- 71.43% |
$0 - $3.84K
|
36
$0
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
11.1KNew |
$0 - $475K
|
11.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-280- 5.61% |
$0 - $11.9K
|
4.72K
$0
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
47+ 0.23% |
$0 - $2K
|
20.4K
$0
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.76KNew |
$0 - $331K
|
7.76K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
93+ 0.38% |
$0 - $3.96K
|
24.9K
$0
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-937- 11.42% |
$0 - $39.9K
|
7.27K
$0
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.88K- 51.4% |
$0 - $293K
|
6.5K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 11.11% |
$0 - $213
|
50
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.09K- 13.6% |
$0 - $46.3K
|
6.89K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
118New |
$0 - $5.03K
|
118
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
14.8KNew |
$0 - $629K
|
14.8K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.18K+ 33.69% |
$0 - $92.9K
|
8.65K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
766+ 12.87% |
$0 - $32.7K
|
6.72K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
227New |
$0 - $9.68K
|
227
$0
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
47New |
$1.7K - $2.03K
|
47
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-300- 4.11% |
$10.8K - $13K
|
7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-79.8K- 69.07% |
$2.88M - $3.45M
|
35.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10- 0.18% |
$361 - $432
|
5.61K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.01K- 2.16% |
$109K - $130K
|
136K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
65New |
$2.35K - $2.81K
|
65
$0
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
514+ 4.19% |
$18.6K - $22.2K
|
12.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.67KNew |
$349K - $418K
|
9.67K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.35% |
$108 - $130
|
857
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-950- 87.96% |
$34.3K - $41K
|
130
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
625New |
$22.6K - $27K
|
625
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
50.9K+ 32.14% |
$1.84M - $2.2M
|
209K
$0
|
|