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 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-986- 3.72% |
$161K - $177K
|
25.5K
$4.6M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.8K+ 29.68% |
$1.92M - $2.12M
|
51.6K
$9.29M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$163 - $179
|
43.7K
$7.87M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-153- 0.78% |
$24.9K - $27.4K
|
19.5K
$3.51M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-40.6K- 6.44% |
$6.62M - $7.28M
|
590K
$106M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$192K - $211K
|
1.18K
$212K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
8.99K+ 6.52% |
$1.46M - $1.61M
|
147K
$26.4M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
608+ 2.69% |
$99K - $109K
|
23.2K
$4.18M
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-677- 4.87% |
$110K - $121K
|
13.2K
$2.38M
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
353+ 405.75% |
$57.5K - $63.2K
|
440
$79.2K
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.43K- 7.33% |
$884K - $973K
|
68.6K
$12.4M
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.51% |
$16.3K - $17.9K
|
2.75K
$495K
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
284+ 4.64% |
$46.2K - $50.9K
|
6.4K
$1.15M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.05K- 24.21% |
$172K - $189K
|
3.3K
$594K
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-123- 1.98% |
$20K - $22K
|
6.1K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-668- 4.31% |
$109K - $120K
|
14.8K
$2.67M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
72.4KNew |
$11.8M - $13M
|
72.4K
$13M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.83K+ 8.06% |
$623K - $686K
|
51.3K
$9.24M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
952+ 19.85% |
$155K - $171K
|
5.75K
$1.03M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 25.14% |
$239K - $263K
|
4.38K
$788K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.95K+ 11.12% |
$480K - $528K
|
29.4K
$5.3M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-759- 7.89% |
$124K - $136K
|
8.87K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 3.91% |
$4.07K - $4.48K
|
615
$111K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.68K+ 27.82% |
$599K - $659K
|
16.9K
$3.04M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 2.38% |
$163 - $179
|
43
$7.74K
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.4K- 48.75% |
$553K - $609K
|
3.57K
$643K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
12+ 0.57% |
$1.95K - $2.15K
|
2.12K
$382K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10- 0.09% |
$1.63K - $1.79K
|
11.6K
$2.08M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.76KNew |
$287K - $316K
|
1.76K
$318K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 0.98% |
$294K - $323K
|
183K
$32.9M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
58+ 0.07% |
$9.44K - $10.4K
|
86.9K
$15.7M
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.86K+ 2.05% |
$629K - $692K
|
192K
$34.6M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.36K+ 132.64% |
$873K - $960K
|
9.4K
$1.69M
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
412+ 8.51% |
$67.1K - $73.8K
|
5.25K
$946K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
467+ 34.39% |
$76K - $83.7K
|
1.83K
$329K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 1.29% |
$164K - $181K
|
79K
$14.2M
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
937+ 8.34% |
$153K - $168K
|
12.2K
$2.19M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
141KNew |
$22.9M - $25.2M
|
141K
$25.3M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.48KNew |
$241K - $266K
|
1.48K
$267K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
74+ 45.96% |
$12K - $13.3K
|
235
$42.3K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-118- 4.1% |
$19.2K - $21.1K
|
2.76K
$497K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-52.5K- 7.07% |
$8.56M - $9.41M
|
691K
$124M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.94K- 60.77% |
$315K - $347K
|
1.25K
$225K
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
83.4K+ 41.33% |
$13.6M - $14.9M
|
285K
$51.4M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-370- 12.06% |
$60.2K - $66.3K
|
2.7K
$486K
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
211+ 0.55% |
$34.4K - $37.8K
|
38.2K
$6.88M
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.07K+ 3.92% |
$500K - $550K
|
81.4K
$14.7M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
912New |
$149K - $163K
|
912
$164K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.92K+ 4.23% |
$476K - $523K
|
72K
$13M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.7K+ 11.57% |
$439K - $483K
|
26K
$4.68M
|