Latest Institutional Transactions on Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information on the latest institutional transactions involving Invesco ETF Tr S&P 500 Equal W (RHS) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
31New |
N/A
|
31
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$0
|
|
|
May 18, 2020
Q4 2019
|
Townsquare Capital LLC
|
SELL
|
- |
-6.61KClosed |
N/A
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-28Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-189Closed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.87KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.78KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.02KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-181Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-129Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.62% |
N/A
|
162
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-164Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.2KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Jan 08, 2019
Q4 2018
|
Cumberland Advisors Inc
|
SELL
|
- |
-53.4KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-51Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.22KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
3New |
N/A
|
3
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|