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 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.23K+ 31.04% |
$200K - $220K
|
5.19K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 8.06% |
$208K - $229K
|
17.1K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.76K+ 12.52% |
$776K - $853K
|
42.8K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-113- 0.5% |
$18.4K - $20.2K
|
22.3K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.13KNew |
$183K - $202K
|
1.13K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
378+ 15.29% |
$61.5K - $67.7K
|
2.85K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.32K+ 3.05% |
$215K - $237K
|
44.6K
$8.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-121- 0.45% |
$19.7K - $21.7K
|
26.7K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
237KNew |
$38.7M - $42.5M
|
237K
$43M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
36.1KNew |
$5.89M - $6.48M
|
36.1K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.37% |
$1.3K - $1.43K
|
2.19K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.5K+ 19.01% |
$407K - $448K
|
15.7K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
550+ 17.79% |
$89.6K - $98.5K
|
3.64K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.49K+ 3.56% |
$242K - $266K
|
43.3K
$7.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
71+ 54.62% |
$11.6K - $12.7K
|
201
$36.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.44% |
$326 - $358
|
453
$82.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.9K+ 188.9% |
$2.75M - $3.03M
|
25.9K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 50.44% |
$233K - $256K
|
1.4K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
27KNew |
$4.4M - $4.84M
|
27K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.56KNew |
$253K - $279K
|
1.56K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$372K - $410K
|
2.29K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
31KNew |
$5.05M - $5.56M
|
31K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-1.64K- 11.17% |
$267K - $293K
|
13K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-62- 1.62% |
$10.1K - $11.1K
|
3.77K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
BUY
|
- |
315KNew |
$51.3M - $56.5M
|
315K
$57.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.71% |
$8.14K - $8.96K
|
6.99K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
663K+ 15904.41% |
$108M - $119M
|
668K
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-219K- 2.78% |
$35.7M - $39.2M
|
7.65M
$1.39B
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
233+ 5.64% |
$37.9K - $41.7K
|
4.37K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
652+ 1.13% |
$106K - $117K
|
58.5K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-174K- 87.2% |
$28.4M - $31.2M
|
25.6K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
28.6KNew |
$4.65M - $5.12M
|
28.6K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-65- 1.88% |
$10.6K - $11.6K
|
3.39K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
125K+ 16.26% |
$20.3M - $22.3M
|
891K
$161M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.09K+ 18.96% |
$829K - $912K
|
31.9K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.14K - $1.25K
|
1.77K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
63+ 0.59% |
$10.3K - $11.3K
|
10.7K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.42K+ 3.98% |
$231K - $254K
|
37.1K
$6.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.67K+ 3.45% |
$272K - $300K
|
50.1K
$9.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.74K+ 16.32% |
$609K - $670K
|
26.7K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
957+ 6.2% |
$156K - $171K
|
16.4K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.14K- 7.56% |
$348K - $383K
|
26.1K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-111- 0.58% |
$18.1K - $19.9K
|
19K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
260+ 10.53% |
$42.3K - $46.6K
|
2.73K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.1K+ 204.62% |
$2.3M - $2.53M
|
21K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-350- 5.31% |
$57K - $62.7K
|
6.25K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.58KNew |
$420K - $462K
|
2.58K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
23.6KNew |
$3.85M - $4.23M
|
23.6K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
109+ 4.22% |
$17.7K - $19.5K
|
2.69K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.53K+ 31.8% |
$248K - $273K
|
6.32K
$1.15M
|