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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
528+ 24.24% |
$86K - $94.6K
|
2.71K
$487K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.66K+ 41.28% |
$270K - $297K
|
5.67K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 7.48% |
$116K - $128K
|
10.3K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.54KNew |
$250K - $275K
|
1.54K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.23K- 22.63% |
$852K - $937K
|
17.9K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.28KNew |
$534K - $587K
|
3.28K
$590K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-504- 20.79% |
$82.1K - $90.3K
|
1.92K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.18% |
$163 - $179
|
563
$101K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.56KNew |
$255K - $280K
|
1.56K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.13K+ 1.29% |
$183K - $202K
|
88K
$15.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.02K+ 11.96% |
$980K - $1.08M
|
56.4K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.07KNew |
$662K - $728K
|
4.07K
$732K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2- 0.14% |
$326 - $358
|
1.42K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-156- 17.51% |
$25.4K - $27.9K
|
735
$132K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
345+ 20.56% |
$56.2K - $61.8K
|
2.02K
$364K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-925- 7.59% |
$151K - $166K
|
11.3K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.55K- 4.97% |
$577K - $635K
|
67.8K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.07% |
$1.95K - $2.15K
|
17.1K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
195+ 0.63% |
$31.8K - $34.9K
|
31K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-314- 1.05% |
$51.1K - $56.3K
|
29.7K
$5.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.55KNew |
$253K - $278K
|
1.55K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-302- 4.61% |
$49.2K - $54.1K
|
6.25K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
485+ 8.12% |
$79K - $86.9K
|
6.46K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 1.15% |
$33.1K - $36.4K
|
17.8K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-54- 0.7% |
$8.79K - $9.67K
|
7.69K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55- 5.29% |
$8.96K - $9.85K
|
985
$177K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.76K+ 10.16% |
$286K - $315K
|
19.1K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
58+ 0.2% |
$9.44K - $10.4K
|
28.5K
$5.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-478- 3.0% |
$77.8K - $85.6K
|
15.4K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
279+ 0.39% |
$45.4K - $50K
|
72.6K
$13.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.64KNew |
$268K - $295K
|
1.64K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-979- 38.23% |
$159K - $175K
|
1.58K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-488- 7.2% |
$79.5K - $87.4K
|
6.29K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
130+ 43.48% |
$21.2K - $23.3K
|
429
$77.2K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
364K+ 2324.64% |
$59.3M - $65.2M
|
380K
$68.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.8KNew |
$945K - $1.04M
|
5.8K
$1.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
976+ 1.58% |
$159K - $175K
|
62.6K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.33K+ 92.98% |
$216K - $237K
|
2.75K
$495K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
225+ 8.03% |
$36.6K - $40.3K
|
3.03K
$545K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.47% |
$326 - $358
|
432
$77.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-347- 1.5% |
$56.5K - $62.2K
|
22.8K
$4.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.34K- 54.93% |
$543K - $597K
|
2.74K
$493K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.74% |
$163 - $179
|
136
$24.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-193- 6.72% |
$31.4K - $34.6K
|
2.68K
$482K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
219+ 0.41% |
$35.7K - $39.2K
|
53.3K
$9.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.24% |
$1.14K - $1.25K
|
2.9K
$522K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
543+ 15.23% |
$88.4K - $97.3K
|
4.11K
$740K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
59.8K+ 30.52% |
$9.73M - $10.7M
|
256K
$46M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3- 2.26% |
$488 - $537
|
130
$23.4K
|