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 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
21.2K+ 61.33% |
$3.45M - $3.8M
|
55.8K
$10M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.11K- 6.87% |
$506K - $556K
|
42.1K
$7.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.06K- 24.9% |
$172K - $189K
|
3.18K
$573K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.44% |
$163 - $179
|
229
$41.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-42- 2.49% |
$6.84K - $7.52K
|
1.64K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.44KNew |
$234K - $258K
|
1.44K
$259K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
306+ 11.62% |
$49.8K - $54.8K
|
2.94K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
59+ 2.03% |
$9.61K - $10.6K
|
2.97K
$534K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.75K- 7.59% |
$1.42M - $1.57M
|
107K
$19.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.48K- 71.52% |
$729K - $802K
|
1.78K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
10+ 0.32% |
$1.63K - $1.79K
|
3.17K
$571K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-160- 0.86% |
$26.1K - $28.7K
|
18.6K
$3.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-58.1K- 76.4% |
$9.47M - $10.4M
|
18K
$3.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
248+ 3.12% |
$40.4K - $44.4K
|
8.19K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-80- 0.06% |
$13K - $14.3K
|
136K
$24.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
880New |
$143K - $158K
|
880
$158K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.93K+ 5.16% |
$478K - $526K
|
59.8K
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
166New |
$27K - $29.7K
|
166
$29.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.39% |
$814 - $896
|
1.28K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13.5K- 4.28% |
$2.19M - $2.41M
|
301K
$54.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
78+ 1.43% |
$12.7K - $14K
|
5.55K
$999K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.03% |
$163 - $179
|
3.73K
$671K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
426+ 34.86% |
$69.4K - $76.3K
|
1.65K
$297K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-19- 0.34% |
$3.09K - $3.4K
|
5.51K
$992K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.04% |
$163 - $179
|
2.63K
$474K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.06K+ 7.45% |
$1.15M - $1.26M
|
102K
$18.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.92K- 8.78% |
$800K - $881K
|
51K
$9.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-60- 3.46% |
$9.77K - $10.7K
|
1.67K
$301K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.46K- 25.51% |
$401K - $441K
|
7.2K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4+ 0.08% |
$651 - $717
|
5.1K
$918K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
121+ 4.1% |
$19.7K - $21.7K
|
3.07K
$553K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.39K+ 6.44% |
$227K - $250K
|
23K
$4.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
975+ 3.35% |
$159K - $175K
|
30.1K
$5.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
4.23K+ 3.66% |
$689K - $758K
|
120K
$21.6M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-396- 7.0% |
$64.5K - $70.9K
|
5.27K
$948K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.94K- 12.39% |
$316K - $347K
|
13.7K
$2.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-170- 0.42% |
$27.7K - $30.5K
|
40K
$7.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
251+ 7.02% |
$40.9K - $45K
|
3.83K
$689K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-181- 1.08% |
$29.5K - $32.4K
|
16.5K
$2.97M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
211+ 44.51% |
$34.4K - $37.8K
|
685
$123K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
425+ 6.24% |
$69.2K - $76.1K
|
7.24K
$1.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.31KNew |
$214K - $235K
|
1.31K
$237K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
98+ 0.71% |
$15.6K - $16.5K
|
13.8K
$2.49M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-189- 10.48% |
$30.1K - $31.8K
|
1.62K
$291K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
816New |
$130K - $137K
|
816
$147K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$478K - $505K
|
3K
$540K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-594- 14.76% |
$94.6K - $100K
|
3.43K
$618K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.87KNew |
$616K - $651K
|
3.87K
$696K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.92KNew |
$305K - $322K
|
1.92K
$345K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-774- 24.04% |
$123K - $130K
|
2.45K
$440K
|
|