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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-25- 64.1% |
N/A
|
14
$0
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
196+ 68.53% |
N/A
|
482
$0
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-515- 8.25% |
N/A
|
5.73K
$0
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
45+ 0.28% |
N/A
|
16.3K
$0
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$0
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-425- 4.24% |
N/A
|
9.6K
$0
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.73KClosed |
N/A
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-625- 0.95% |
N/A
|
65.1K
$0
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-760- 7.75% |
N/A
|
9.05K
$0
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.87K+ 4.15% |
N/A
|
46.9K
$0
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.57KNew |
N/A
|
5.57K
$0
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.66K- 6.87% |
N/A
|
22.4K
$0
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15.6KNew |
N/A
|
15.6K
$0
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$0
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
640New |
N/A
|
640
$0
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
109+ 0.14% |
N/A
|
78.1K
$0
|
|
Q1 2024 | |||||||
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.24KNew |
$0 - $239K
|
7.24K
$0
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
60.5KNew |
$0 - $2M
|
60.5K
$0
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-285- 66.43% |
$0 - $9.4K
|
144
$0
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-4.43K- 8.69% |
$0 - $146K
|
46.6K
$0
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-411- 0.36% |
$0 - $13.6K
|
115K
$0
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 5.35% |
$0 - $3.3K
|
1.77K
$0
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.77KNew |
$0 - $223K
|
6.77K
$0
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.53K+ 82.34% |
$0 - $281K
|
18.9K
$0
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.29K- 1.36% |
$0 - $42.5K
|
93.7K
$0
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15KNew |
$0 - $495K
|
15K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.8K+ 74.9% |
$0 - $1.28M
|
90.6K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 19.15% |
$0 - $431K
|
81.4K
$0
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-964- 8.11% |
$0 - $31.8K
|
10.9K
$0
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
381+ 5.68% |
$0 - $12.6K
|
7.09K
$0
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-982- 18.19% |
$0 - $32.4K
|
4.42K
$0
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
56.5KNew |
$0 - $1.86M
|
56.5K
$0
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3K+ 40.0% |
$0 - $98.9K
|
10.5K
$0
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-860- 11.07% |
$0 - $28.4K
|
6.91K
$0
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
94New |
$0 - $3.1K
|
94
$0
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2+ 0.03% |
$0 - $66
|
7.02K
$0
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.5KNew |
$0 - $346K
|
10.5K
$0
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-691- 5.68% |
$0 - $22.8K
|
11.5K
$0
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
440+ 6.07% |
$0 - $14.5K
|
7.69K
$0
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
260New |
$0 - $8.57K
|
260
$0
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
868+ 1.36% |
$0 - $28.6K
|
64.5K
$0
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
67.6KNew |
$0 - $2.23M
|
67.6K
$0
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2K- 91.56% |
$0 - $65.8K
|
184
$0
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-589- 5.99% |
$0 - $19.4K
|
9.25K
$0
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
110New |
$0 - $3.63K
|
110
$0
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.09K- 3.19% |
$0 - $102K
|
93.6K
$0
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7- 0.09% |
$0 - $231
|
7.52K
$0
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29+ 0.09% |
$0 - $956
|
31.3K
$0
|