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 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
887+ 31.1% |
$144K - $159K
|
3.74K
$678K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-3.93K- 38.12% |
$639K - $703K
|
6.37K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.4K+ 82.97% |
$553K - $608K
|
7.49K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-696- 0.67% |
$113K - $125K
|
103K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.09% |
$326 - $358
|
2.26K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.6K+ 20.57% |
$260K - $286K
|
9.36K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-169- 9.83% |
$27.5K - $30.3K
|
1.55K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-306- 1.23% |
$49.8K - $54.8K
|
24.7K
$4.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.2K- 40.75% |
$6.21M - $6.84M
|
55.5K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
846+ 41.78% |
$138K - $152K
|
2.87K
$520K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4- 0.29% |
$651 - $717
|
1.35K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-385- 1.21% |
$62.7K - $69K
|
31.4K
$5.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15.8KNew |
$2.58M - $2.84M
|
15.8K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14.7K- 52.37% |
$2.4M - $2.64M
|
13.4K
$2.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.01K+ 10.61% |
$815K - $897K
|
52.2K
$9.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
378+ 6.49% |
$61.5K - $67.7K
|
6.2K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.52K+ 264.57% |
$247K - $272K
|
2.09K
$379K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.18K+ 20.01% |
$192K - $212K
|
7.09K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-78- 0.98% |
$12.7K - $14K
|
7.87K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 1.89% |
$262K - $289K
|
86.9K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.72KNew |
$769K - $846K
|
4.72K
$856K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-68.8K- 91.52% |
$11.2M - $12.3M
|
6.38K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.25KNew |
$204K - $224K
|
1.25K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-51- 1.59% |
$8.3K - $9.14K
|
3.17K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-40- 0.91% |
$6.51K - $7.17K
|
4.34K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-50.6K- 1.3% |
$8.24M - $9.07M
|
3.84M
$696M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.87K+ 1.94% |
$630K - $693K
|
203K
$36.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.33K- 18.04% |
$216K - $238K
|
6.03K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-613K- 80.89% |
$99.9M - $110M
|
145K
$26.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$264K - $291K
|
1.62K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-41- 0.09% |
$6.68K - $7.35K
|
46.2K
$8.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-177- 4.67% |
$28.8K - $31.7K
|
3.62K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
596+ 0.84% |
$97K - $107K
|
71.4K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
70+ 0.39% |
$11.4K - $12.5K
|
18.2K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.1K+ 44.41% |
$179K - $197K
|
3.58K
$648K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-38- 46.34% |
$6.19K - $6.81K
|
44
$7.97K
|
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
1.2KNew |
$195K - $214K
|
1.2K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
BUY
|
- |
2.5K+ 8.89% |
$407K - $448K
|
30.6K
$5.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.77K+ 3.43% |
$452K - $497K
|
83.7K
$15.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
148+ 1.85% |
$24.1K - $26.5K
|
8.15K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
115+ 9.3% |
$18.7K - $20.6K
|
1.35K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.19KNew |
$682K - $751K
|
4.19K
$760K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 0.2% |
$2.28K - $2.51K
|
6.93K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.91K+ 89.02% |
$310K - $341K
|
4.05K
$733K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
1.61K+ 4.57% |
$262K - $288K
|
36.8K
$6.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.16K+ 9.13% |
$678K - $746K
|
49.8K
$9.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
528+ 24.24% |
$86K - $94.6K
|
2.71K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.66K+ 41.28% |
$270K - $297K
|
5.67K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 7.48% |
$116K - $128K
|
10.3K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.54KNew |
$250K - $275K
|
1.54K
$278K
|