Latest Institutional Transactions on Invesco S&P 500 Equal Weight E (RSP)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight E (RSP) 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
355+ 0.3% |
$57.8K - $63.6K
|
118K
$21.2M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
21.6K+ 5.13% |
$3.52M - $3.87M
|
443K
$79.8M
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
7.96K+ 286.67% |
$1.3M - $1.43M
|
10.7K
$1.93M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.27% |
$2.44K - $2.69K
|
5.61K
$1.01M
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.39K- 5.31% |
$552K - $607K
|
60.5K
$10.9M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.8K+ 44.83% |
$2.24M - $2.47M
|
44.5K
$8.01M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
83+ 5.87% |
$13.5K - $14.9K
|
1.5K
$270K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
169KNew |
$27.5M - $30.3M
|
169K
$30.4M
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-35- 1.02% |
$5.7K - $6.27K
|
3.4K
$612K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-763- 5.14% |
$124K - $137K
|
14.1K
$2.54M
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-125- 1.56% |
$20.4K - $22.4K
|
7.9K
$1.42M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.67K+ 9.42% |
$271K - $298K
|
19.3K
$3.48M
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
29.2KNew |
$4.76M - $5.24M
|
29.2K
$5.26M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.3K- 3.06% |
$375K - $413K
|
73K
$13.1M
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
57.1KNew |
$9.3M - $10.2M
|
57.1K
$10.3M
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
88K+ 46.12% |
$14.3M - $15.8M
|
279K
$50.2M
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-38- 2.08% |
$6.19K - $6.81K
|
1.79K
$323K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-510K- 16.95% |
$83.1M - $91.5M
|
2.5M
$450M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.21K+ 19.52% |
$360K - $396K
|
13.5K
$2.44M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.0% |
$163 - $179
|
51.9K
$9.35M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-77- 0.46% |
$12.5K - $13.8K
|
16.8K
$3.03M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
13.7K+ 32.56% |
$2.23M - $2.45M
|
55.8K
$10M
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
355+ 1.85% |
$57.8K - $63.6K
|
19.5K
$3.52M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21K+ 16.25% |
$3.42M - $3.77M
|
150K
$27.1M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 36.27% |
$500K - $551K
|
11.5K
$2.08M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.96K- 28.41% |
$482K - $530K
|
7.45K
$1.34M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
328New |
$53.4K - $58.8K
|
328
$59.1K
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
81.5KNew |
$13.3M - $14.6M
|
81.5K
$14.7M
|
|
Nov 06, 2024
Q3 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
19.7KNew |
$3.21M - $3.53M
|
19.7K
$3.55M
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.3K+ 16.85% |
$538K - $592K
|
22.9K
$4.12M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-288- 3.1% |
$46.9K - $51.6K
|
9K
$1.62M
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
36+ 0.39% |
$5.86K - $6.45K
|
9.21K
$1.66M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-941- 11.64% |
$153K - $169K
|
7.14K
$1.29M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
92KNew |
$15M - $16.5M
|
92K
$16.6M
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$977 - $1.07K
|
2.4K
$431K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
14.6K+ 27.84% |
$2.37M - $2.61M
|
66.9K
$12.1M
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
632+ 2.08% |
$103K - $113K
|
31K
$5.59M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
303+ 13.8% |
$49.3K - $54.3K
|
2.5K
$450K
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
21K+ 18.75% |
$3.41M - $3.76M
|
133K
$23.9M
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.05K+ 82.86% |
$823K - $905K
|
11.2K
$2.01M
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
27.5K+ 13.89% |
$4.48M - $4.93M
|
225K
$40.6M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-451K- 93.38% |
$73.4M - $80.7M
|
31.9K
$5.75M
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-11.1K- 66.19% |
$1.81M - $1.99M
|
5.68K
$1.02M
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-16K- 74.06% |
$2.6M - $2.87M
|
5.6K
$1.01M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-320- 1.89% |
$52.1K - $57.3K
|
16.7K
$3M
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
107+ 2.68% |
$17.4K - $19.2K
|
4.09K
$737K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
122+ 8.76% |
$19.9K - $21.9K
|
1.52K
$273K
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
57.9KNew |
$9.43M - $10.4M
|
57.9K
$10.4M
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
57.5KNew |
$9.36M - $10.3M
|
57.5K
$10.4M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-69- 2.19% |
$11.2K - $12.4K
|
3.08K
$554K
|