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 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10.1K- 35.85% |
$1.64M - $1.8M
|
18K
$3.26M
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.71K- 41.78% |
$930K - $1.02M
|
7.96K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
902+ 5.72% |
$147K - $162K
|
16.7K
$3.02M
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.11% |
$3.75K - $4.12K
|
21.7K
$3.93M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
42+ 1.37% |
$6.84K - $7.52K
|
3.1K
$562K
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
211New |
$34.4K - $37.8K
|
211
$38.2K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-976- 6.69% |
$159K - $175K
|
13.6K
$2.47M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6K+ 22.47% |
$5.97M - $6.57M
|
200K
$36.2M
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
9.96K+ 25.22% |
$1.62M - $1.78M
|
49.4K
$8.96M
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.93KNew |
$476K - $524K
|
2.93K
$530K
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.91K+ 74.65% |
$311K - $342K
|
4.46K
$809K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-193- 1.69% |
$31.4K - $34.6K
|
11.2K
$2.04M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.21K+ 4.49% |
$198K - $218K
|
28.2K
$5.12M
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-139K- 70.1% |
$22.6M - $24.9M
|
59.3K
$10.7M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.2KNew |
$1.66M - $1.83M
|
10.2K
$1.85M
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
81+ 1.48% |
$13.2K - $14.5K
|
5.57K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.21K+ 5.48% |
$848K - $933K
|
100K
$18.2M
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
35.3KNew |
$5.74M - $6.32M
|
35.3K
$6.39M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-860- 6.49% |
$140K - $154K
|
12.4K
$2.24M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11K+ 22.28% |
$1.79M - $1.97M
|
60.4K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
254+ 127.0% |
$41.4K - $45.5K
|
454
$82.3K
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
91.2K+ 265.89% |
$14.9M - $16.3M
|
126K
$22.7M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.05K+ 4.49% |
$171K - $188K
|
24.4K
$4.42M
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
25+ 0.51% |
$4.07K - $4.48K
|
4.97K
$901K
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
7.45K+ 225.42% |
$1.21M - $1.33M
|
10.8K
$1.95M
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-135- 2.79% |
$22K - $24.2K
|
4.71K
$853K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
695+ 14.93% |
$113K - $125K
|
5.35K
$970K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.2% |
$163 - $179
|
505
$91.5K
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
214K+ 6097.07% |
$34.9M - $38.4M
|
218K
$39.5M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.11K- 14.44% |
$343K - $378K
|
12.5K
$2.26M
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.5K+ 50.0% |
$407K - $448K
|
7.5K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.19KNew |
$194K - $213K
|
1.19K
$216K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
10.7K+ 43.76% |
$1.75M - $1.92M
|
35.3K
$6.4M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-224K- 75.95% |
$36.4M - $40.1M
|
70.9K
$12.8M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.96K+ 8.48% |
$1.46M - $1.61M
|
115K
$20.8M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-208- 3.08% |
$33.9K - $37.3K
|
6.56K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.4K+ 3.49% |
$4.45M - $4.9M
|
812K
$147M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
86.9K+ 64.83% |
$14.2M - $15.6M
|
221K
$40.1M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
6K+ 150.0% |
$977K - $1.07M
|
10K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-157- 3.38% |
$25.6K - $28.1K
|
4.49K
$813K
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-90K- 74.38% |
$14.7M - $16.1M
|
31K
$5.62M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
87+ 69.6% |
$14.2K - $15.6K
|
212
$38.4K
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.01K+ 3.01% |
$164K - $180K
|
34.4K
$6.24M
|
|
Nov 13, 2024
Q3 2024
|
Nwi Management LP
New York, NY |
BUY
|
- |
1MNew |
$163M - $179M
|
1M
$181M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-655- 28.77% |
$107K - $117K
|
1.62K
$294K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-117- 5.69% |
$19.1K - $21K
|
1.94K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.7K+ 1.38% |
$14.4M - $15.9M
|
6.53M
$1.18B
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-200- 0.16% |
$32.6K - $35.8K
|
128K
$23.2M
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.47KNew |
$240K - $264K
|
1.47K
$267K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.02K- 20.41% |
$328K - $361K
|
7.86K
$1.42M
|