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 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-58.6K- 59.26% |
$9.54M - $10.5M
|
40.3K
$7.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
110+ 146.67% |
$17.9K - $19.7K
|
185
$33.3K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.71KNew |
$278K - $306K
|
1.71K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
349+ 11.19% |
$56.8K - $62.5K
|
3.47K
$624K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 0.38% |
$1.79K - $1.97K
|
2.89K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.96K+ 8.98% |
$645K - $710K
|
48.1K
$8.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
104+ 6.2% |
$16.9K - $18.6K
|
1.78K
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.5K+ 42.35% |
$245K - $269K
|
5.05K
$909K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.32K+ 23.58% |
$215K - $236K
|
6.92K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-436- 8.92% |
$71K - $78.1K
|
4.45K
$802K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
83+ 100.0% |
$13.5K - $14.9K
|
166
$29.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-90- 6.04% |
$14.7K - $16.1K
|
1.4K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.5K+ 2.38% |
$243K - $268K
|
64.4K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 13.13% |
$179K - $197K
|
9.46K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
186+ 0.62% |
$30.3K - $33.3K
|
30K
$5.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.64K- 16.04% |
$756K - $831K
|
24.3K
$4.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.92K- 6.94% |
$802K - $882K
|
66K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.03K+ 7.54% |
$330K - $363K
|
28.9K
$5.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.86K+ 82.62% |
$1.28M - $1.41M
|
17.4K
$3.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.36K+ 39.39% |
$872K - $960K
|
19K
$3.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
169+ 3.79% |
$27.5K - $30.3K
|
4.63K
$833K
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
BUY
|
- |
6+ 0.26% |
$977 - $1.07K
|
2.34K
$422K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-29- 0.48% |
$4.72K - $5.2K
|
5.95K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
70.9KNew |
$11.6M - $12.7M
|
70.9K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
630+ 4.42% |
$103K - $113K
|
14.9K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-524- 4.52% |
$85.3K - $93.9K
|
11.1K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
531+ 2.8% |
$86.5K - $95.1K
|
19.5K
$3.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-481- 6.01% |
$78.3K - $86.2K
|
7.53K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.63K+ 75.54% |
$1.41M - $1.55M
|
20.1K
$3.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-299- 1.32% |
$48.7K - $53.6K
|
22.3K
$4.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.03KNew |
$655K - $721K
|
4.03K
$725K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-9.83K- 46.83% |
$1.6M - $1.76M
|
11.2K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
3.42KNew |
$556K - $612K
|
3.42K
$615K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.56K- 21.36% |
$1.39M - $1.53M
|
31.5K
$5.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5+ 0.19% |
$814 - $896
|
2.65K
$477K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.39% |
$814 - $896
|
1.29K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-689- 36.51% |
$112K - $123K
|
1.2K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.28K- 2.57% |
$209K - $230K
|
48.6K
$8.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-97.8K- 50.51% |
$15.9M - $17.5M
|
95.8K
$17.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-353- 1.61% |
$57.5K - $63.2K
|
21.6K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-70- 3.68% |
$11.4K - $12.5K
|
1.83K
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8.77K+ 553.7% |
$1.43M - $1.57M
|
10.3K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.95KNew |
$481K - $529K
|
2.95K
$532K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
1.01K+ 11.49% |
$164K - $180K
|
9.77K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
792+ 38.47% |
$129K - $142K
|
2.85K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
14+ 0.39% |
$2.28K - $2.51K
|
3.57K
$643K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.3KNew |
$1.68M - $1.85M
|
10.3K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.87K+ 41.68% |
$467K - $513K
|
9.74K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-146- 1.52% |
$23.8K - $26.2K
|
9.47K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
172+ 4.34% |
$28K - $30.8K
|
4.14K
$745K
|