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 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.2K+ 3.58% |
$359K - $395K
|
63.8K
$11.5M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
122+ 8.48% |
$19.9K - $21.9K
|
1.56K
$281K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-839- 11.92% |
$137K - $150K
|
6.2K
$1.12M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.08K+ 25.78% |
$339K - $373K
|
10.2K
$1.83M
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-497- 8.27% |
$80.9K - $89K
|
5.51K
$993K
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
57.2KNew |
$9.32M - $10.3M
|
57.2K
$10.3M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.06% |
$163 - $179
|
1.81K
$326K
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.85K- 13.59% |
$301K - $331K
|
11.8K
$2.12M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
32.1K+ 412.23% |
$5.23M - $5.75M
|
39.9K
$7.19M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
5.03K+ 54.33% |
$819K - $901K
|
14.3K
$2.57M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 2.31% |
$32.6K - $35.8K
|
8.44K
$1.52M
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.25K- 46.62% |
$693K - $762K
|
4.87K
$877K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 2.06% |
$651 - $717
|
190
$34.2K
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.98K+ 1.72% |
$323K - $355K
|
117K
$21.1M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.26% |
$2.61K - $2.87K
|
6.03K
$1.09M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-18.6K- 13.61% |
$3.03M - $3.33M
|
118K
$21.3M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
830+ 16.5% |
$135K - $149K
|
5.86K
$1.06M
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$206K
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
171KNew |
$27.8M - $30.6M
|
171K
$30.7M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-95- 0.11% |
$15.5K - $17K
|
84.6K
$15.2M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.48K- 10.6% |
$240K - $265K
|
12.5K
$2.24M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5K- 15.34% |
$813K - $895K
|
27.6K
$4.96M
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-200- 1.1% |
$32.6K - $35.8K
|
18K
$3.24M
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
156+ 2.44% |
$25.4K - $27.9K
|
6.55K
$1.18M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.76K+ 4.31% |
$449K - $494K
|
66.8K
$12M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
182New |
$29.6K - $32.6K
|
182
$32.8K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28- 0.5% |
$4.56K - $5.02K
|
5.58K
$1M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 79.12% |
$11.7K - $12.9K
|
163
$29.3K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.31K- 5.11% |
$701K - $772K
|
80K
$14.4M
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.43% |
$10.7K - $11.8K
|
15.3K
$2.75M
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
681+ 6.54% |
$111K - $122K
|
11.1K
$2M
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
25.4K+ 7.96% |
$4.14M - $4.55M
|
345K
$62.1M
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 12.12% |
$651 - $717
|
29
$5.22K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.87K+ 5.56% |
$793K - $872K
|
92.4K
$16.6M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
549+ 24.32% |
$89.4K - $98.4K
|
2.81K
$505K
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-268- 0.46% |
$43.6K - $48K
|
58K
$10.4M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
782+ 1.34% |
$127K - $140K
|
59.2K
$10.7M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$226K - $248K
|
1.39K
$249K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
60+ 3.41% |
$9.77K - $10.7K
|
1.82K
$327K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-411- 16.54% |
$66.9K - $73.6K
|
2.07K
$373K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
89New |
$14.5K - $15.9K
|
89
$16K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-149- 2.56% |
$24.3K - $26.7K
|
5.67K
$1.02M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
67.2KNew |
$10.9M - $12M
|
67.2K
$12.1M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.48K+ 19.48% |
$729K - $802K
|
27.5K
$4.94M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.29K+ 70.92% |
$536K - $590K
|
7.93K
$1.43M
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.78K+ 0.39% |
$289K - $318K
|
458K
$82.4M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$163 - $179
|
6.33K
$1.14M
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 118.66% |
$309K - $340K
|
3.49K
$629K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.11K+ 40.71% |
$343K - $378K
|
7.29K
$1.31M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.25K+ 10.32% |
$366K - $403K
|
24K
$4.33M
|