Latest Institutional Purchases of Invesco S&P 500 Equal Weight M (RTM)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight M (RTM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
N/A
|
195
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
115New |
N/A
|
115
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
265New |
N/A
|
265
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
111New |
N/A
|
111
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.04% |
N/A
|
11.1K
$0
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
57.7KNew |
$0 - $1.95M
|
57.7K
$0
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.59KNew |
$0 - $323K
|
9.59K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.93KNew |
$0 - $301K
|
8.93K
$0
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
8.09KNew |
$0 - $272K
|
8.09K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
626+ 9.34% |
$0 - $21.1K
|
7.33K
$0
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
440New |
$0 - $14.8K
|
440
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
32.2KNew |
$931K - $1.09M
|
32.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$393K - $462K
|
13.6K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.08KNew |
$118K - $138K
|
4.08K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.55K+ 53.93% |
$103K - $121K
|
10.1K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
414+ 5.41% |
$12K - $14.1K
|
8.07K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
207New |
$5.99K - $7.03K
|
207
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
40New |
$1.16K - $1.36K
|
40
$0
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.13M+ 400.0% |
$0 - $186M
|
1.41M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
96K+ 400.0% |
$0 - $15.9M
|
120K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5K+ 284.28% |
$0 - $5.04M
|
41.2K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21.5K+ 101.27% |
$0 - $3.55M
|
42.7K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
21.4K+ 479.88% |
$0 - $3.53M
|
25.8K
$0
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15.9K+ 382.49% |
$0 - $2.63M
|
20.1K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
9.2K+ 400.0% |
$0 - $1.52M
|
11.5K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.24K+ 400.0% |
$0 - $1.36M
|
10.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.46KNew |
$0 - $1.07M
|
6.46K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
6KNew |
$0 - $991K
|
6K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6KNew |
$0 - $991K
|
6K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.41K+ 400.0% |
$0 - $398K
|
3.01K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
852+ 400.0% |
$0 - $141K
|
1.07K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
780+ 400.0% |
$0 - $129K
|
975
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
700New |
$0 - $116K
|
700
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
600+ 400.0% |
$0 - $99.1K
|
750
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
280+ 400.0% |
$0 - $46.3K
|
350
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
148+ 400.0% |
$0 - $24.5K
|
185
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
110New |
$0 - $18.2K
|
110
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
100+ 400.0% |
$0 - $16.5K
|
125
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16.4KNew |
$0 - $2.69M
|
16.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9KNew |
$0 - $1.48M
|
9K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.5KNew |
$0 - $411K
|
2.5K
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
65New |
$0 - $10.7K
|
65
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26New |
$0 - $4.26K
|
26
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.1KNew |
$2M - $2.32M
|
13.1K
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.99KNew |
$456K - $530K
|
2.99K
$0
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
300New |
$45.8K - $53.2K
|
300
$0
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
261+ 9.86% |
$39.8K - $46.3K
|
2.91K
$0
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.05% |
$153 - $177
|
2.02K
$0
|
|