Wealth Advisors Of Iowa, LLC Invesco S&P 500 Equal Weight E Transaction History

Wealth Advisors Of Iowa, LLC

$164 Million
Q1 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 213,064 shares of RSP stock, worth $34.9 Million. This represents 21.95% of its overall portfolio holdings.

Number of Shares

213,064

Previous 111,053 91.86%

Holding current value

$34.9 Million

Previous $17.5 Million 105.92%

% of portfolio

21.95%

Previous 11.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$153.84 - $169.37 $15.7 Million - $17.3 Million	102,011 Added 91.86%	213,064 $36.1 Million
Q4 2023 Feb 08, 2024	BUY	$133.66 - $158.41 $479,839 - $568,691	3,590 Added 3.34%	111,053 $17.5 Million
Q3 2023 Nov 07, 2023	BUY	$141.04 - $155.0 $15.2 Million - $16.7 Million	107,463 New	107,463 $15.2 Million
Q4 2022 Feb 10, 2023	BUY	$137.24 - $149.03 $2.09 Million - $2.27 Million	15,214 New	15,214 $2.15 Million
Q1 2022 May 10, 2022	SELL	$148.26 - $164.2 $520,096 - $576,013	-3,508 Reduced 9.09%	35,068 $5.53 Million

Q4 2021 Feb 14, 2022	SELL	$150.88 - $163.01 $1.58 Million - $1.71 Million	-10,465 Reduced 21.34%	38,576 $6.28 Million
Q3 2021 Nov 09, 2021	SELL	$146.61 - $157.39 $14.2 Million - $15.2 Million	-96,569 Reduced 66.32%	49,041 $7.37 Million
Q2 2021 Jul 26, 2021	BUY	$143.08 - $152.26 $785,938 - $836,364	5,493 Added 3.92%	145,610 $21.9 Million
Q1 2021 Apr 29, 2021	BUY	$125.7 - $142.8 $17.6 Million - $20 Million	140,117 New	140,117 $19.8 Million

Others Institutions Holding RSP

# of Institutions

1,665

Shares Held

206M

Call Options Held

4.2M

Put Options Held

8.05M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

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Wealth Advisors Of Iowa, LLC Invesco S&P 500 Equal Weight E Transaction History