A detailed history of Sterling Financial Planning, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 3,216 shares of RSP stock, worth $573,123. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,216
Previous 3,228 0.37%
Holding current value
$573,123
Previous $546,000 3.3%
% of portfolio
0.22%
Previous 0.23%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$159.21 - $168.37 $1,910 - $2,020
-12 Reduced 0.37%
3,216 $528,000
Q1 2024

May 06, 2024

SELL
$153.84 - $169.37 $1,538 - $1,693
-10 Reduced 0.31%
3,228 $546,000
Q4 2023

Jan 31, 2024

SELL
$133.66 - $158.41 $4,277 - $5,069
-32 Reduced 0.98%
3,238 $510,000
Q1 2023

May 03, 2023

SELL
$137.35 - $154.96 $7,004 - $7,902
-51 Reduced 1.54%
3,270 $472,000
Q4 2022

Feb 06, 2023

BUY
$128.02 - $149.03 $128 - $149
1 Added 0.03%
3,321 $469,000
Q3 2022

Nov 01, 2022

SELL
$127.28 - $152.39 $6,745 - $8,076
-53 Reduced 1.57%
3,320 $423,000
Q2 2022

Jul 27, 2022

BUY
$130.84 - $158.96 $392 - $476
3 Added 0.09%
3,373 $453,000
Q1 2022

May 10, 2022

BUY
$148.26 - $164.2 $148 - $164
1 Added 0.03%
3,370 $532,000
Q4 2021

Feb 02, 2022

BUY
$150.88 - $163.01 $1,961 - $2,119
13 Added 0.39%
3,369 $548,000
Q3 2021

Oct 28, 2021

BUY
$146.61 - $157.39 $1,319 - $1,416
9 Added 0.27%
3,356 $503,000
Q2 2021

Aug 02, 2021

SELL
$143.08 - $152.26 $105,449 - $112,215
-737 Reduced 18.05%
3,347 $504,000
Q1 2021

Apr 28, 2021

BUY
$125.7 - $142.8 $628 - $714
5 Added 0.12%
4,084 $578,000
Q4 2020

Feb 10, 2021

BUY
$106.78 - $127.54 $435,555 - $520,235
4,079 New
4,079 $520,000

Others Institutions Holding RSP

About INVESCO S&P 500 EQUAL WEIGHT E


  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
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