Latest Institutional Transactions on Invesco S&P 500 Equal Weight T (RYT)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight T (RYT) 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 |
---|---|---|---|---|---|---|---|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.42KClosed |
$900K - $1.11M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
5New |
$1.31K - $1.63K
|
5
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-325Closed |
$85.5K - $106K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-7.54KClosed |
$1.98M - $2.46M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.02KClosed |
$1.06M - $1.31M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.01KClosed |
$529K - $656K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-90Closed |
$23.7K - $29.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.41KClosed |
$369K - $458K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Stack Financial Management, Inc
|
SELL
|
- |
-883Closed |
$232K - $288K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1.43KClosed |
$377K - $466K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.15KClosed |
$302K - $375K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13Closed |
$3.42K - $4.23K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-799Closed |
$210K - $260K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-57Closed |
$15K - $18.6K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-68Closed |
$19.4K - $22.3K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-146Closed |
$41.7K - $47.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
204New |
$58.3K - $66.8K
|
204
$0
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
165New |
$47.2K - $54K
|
165
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
17New |
$4.86K - $5.57K
|
17
$0
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4Closed |
$1.14K - $1.31K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-109Closed |
$31.2K - $35.7K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-143Closed |
$40.9K - $46.8K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100Closed |
$28.6K - $32.8K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.3KClosed |
$371K - $425K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-112- 49.78% |
$32K - $36.7K
|
113
$0
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-833Closed |
$238K - $273K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-740Closed |
$212K - $242K
|
0
$0
|
|
Q3 2021 | |||||||
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-783Closed |
$222K - $240K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-300Closed |
$85K - $91.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-707Closed |
$200K - $216K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-442Closed |
$125K - $135K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
25New |
$7.08K - $7.65K
|
25
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-106Closed |
$30K - $32.4K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.3KClosed |
$339K - $377K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-251Closed |
$65.8K - $73K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-489Closed |
$128K - $142K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.5KClosed |
$394K - $437K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-3Closed |
$786 - $873
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-688Closed |
$180K - $200K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-116Closed |
$30.4K - $33.8K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.69KNew |
$704K - $782K
|
2.69K
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.1KClosed |
$2.78M - $3.04M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.04KClosed |
$259K - $283K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-300Closed |
$75K - $81.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1KClosed |
$250K - $273K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-368Closed |
$92K - $100K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1Closed |
$250 - $273
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-96.3KClosed |
$24.1M - $26.3M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2Closed |
$500 - $545
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-57Closed |
$14.3K - $15.5K
|
0
$0
|