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 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11.1K+ 70.56% |
$1.81M - $2M
|
26.9K
$4.88M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-175- 1.61% |
$28.5K - $31.4K
|
10.7K
$1.93M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.76K- 44.85% |
$1.26M - $1.39M
|
9.54K
$1.73M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.56K+ 12.26% |
$905K - $996K
|
50.9K
$9.23M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.54KNew |
$903K - $993K
|
5.54K
$1M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.3K+ 5.85% |
$211K - $232K
|
23.4K
$4.25M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
365+ 5.31% |
$59.4K - $65.4K
|
7.24K
$1.31M
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
672+ 0.55% |
$109K - $120K
|
123K
$22.2M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
74+ 0.43% |
$12K - $13.3K
|
17.2K
$3.11M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.77K- 8.4% |
$614K - $675K
|
41.1K
$7.45M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
326+ 10.58% |
$53.1K - $58.4K
|
3.41K
$618K
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-11- 0.1% |
$1.79K - $1.97K
|
11K
$1.98M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.9K+ 9.17% |
$5.03M - $5.53M
|
368K
$66.7M
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
369+ 20.36% |
$60.1K - $66.1K
|
2.18K
$395K
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.54KNew |
$250K - $276K
|
1.54K
$279K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.52K- 63.17% |
$1.39M - $1.53M
|
4.97K
$901K
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.77K+ 2.03% |
$288K - $317K
|
89.1K
$16.2M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17.1K+ 2871.6% |
$2.78M - $3.06M
|
17.7K
$3.2M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
357+ 21.57% |
$58.1K - $64K
|
2.01K
$365K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4K+ 74.23% |
$2.66M - $2.93M
|
38.4K
$6.96M
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-128- 5.1% |
$20.8K - $22.9K
|
2.38K
$432K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
53+ 1.35% |
$8.63K - $9.5K
|
3.97K
$719K
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-420- 0.41% |
$68.4K - $75.2K
|
101K
$18.3M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.46K+ 5.73% |
$563K - $619K
|
63.8K
$11.6M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
7+ 0.48% |
$1.14K - $1.25K
|
1.48K
$268K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.15% |
$326 - $358
|
1.37K
$247K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
123+ 7.24% |
$20K - $22K
|
1.82K
$330K
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
246+ 0.38% |
$40.1K - $44.1K
|
64.9K
$11.8M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
785+ 0.51% |
$128K - $141K
|
154K
$28M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.84K+ 18.3% |
$462K - $508K
|
18.3K
$3.32M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.77K+ 21.19% |
$939K - $1.03M
|
33K
$5.98M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-70- 0.65% |
$11.4K - $12.5K
|
10.8K
$1.95M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
124New |
$20.2K - $22.2K
|
124
$22.5K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
73New |
$11.9K - $13.1K
|
73
$13.2K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.7K- 0.7% |
$277K - $305K
|
243K
$44M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 1.83% |
$5.05K - $5.55K
|
1.66K
$301K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.98K+ 7.78% |
$485K - $533K
|
41.2K
$7.47M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.91K- 4.53% |
$311K - $342K
|
40.3K
$7.3M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-163- 3.37% |
$26.5K - $29.2K
|
4.67K
$847K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103+ 10.15% |
$16.8K - $18.5K
|
1.12K
$203K
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.29KNew |
$209K - $230K
|
1.29K
$233K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.55K+ 4.6% |
$252K - $277K
|
35.2K
$6.38M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-925- 5.06% |
$151K - $166K
|
17.3K
$3.14M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-113- 0.27% |
$18.4K - $20.2K
|
42.1K
$7.63M
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-100- 1.15% |
$16.3K - $17.9K
|
8.58K
$1.55M
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
216K+ 9629.79% |
$35.1M - $38.6M
|
218K
$39.5M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
790+ 0.72% |
$129K - $142K
|
110K
$20M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.4KNew |
$879K - $968K
|
5.4K
$979K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
CALL |
13.9KNew |
$2.26M - $2.49M
|
13.9K
$2.52M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
777KNew |
$126M - $139M
|
777K
$141M
|