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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.91K+ 17.15% |
$294K - $323K
|
13K
$2.35M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17KNew |
$2.61M - $2.88M
|
17K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-285- 15.55% |
$43.8K - $48.3K
|
1.55K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.5KNew |
$230K - $253K
|
1.5K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196K+ 236.53% |
$30.1M - $33.1M
|
278K
$50.1M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1.34KNew |
$206K - $227K
|
1.34K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.86K+ 3.88% |
$285K - $314K
|
49.6K
$8.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-405- 1.74% |
$62.3K - $68.6K
|
22.9K
$4.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.83KNew |
$282K - $310K
|
1.83K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24.1KNew |
$3.71M - $4.08M
|
24.1K
$4.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-500- 15.6% |
$76.9K - $84.7K
|
2.71K
$487K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.19K- 50.0% |
$183K - $202K
|
1.19K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-473- 28.15% |
$72.8K - $80.1K
|
1.21K
$217K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-13.8K- 55.12% |
$2.12M - $2.33M
|
11.2K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
49New |
$7.54K - $8.3K
|
49
$8.82K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.84KNew |
$282K - $311K
|
1.84K
$331K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
24+ 0.73% |
$3.69K - $4.06K
|
3.3K
$594K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.68K- 42.56% |
$566K - $623K
|
4.97K
$894K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
360+ 9.42% |
$55.4K - $61K
|
4.18K
$753K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.35K- 41.23% |
$208K - $229K
|
1.93K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-38- 1.31% |
$5.85K - $6.44K
|
2.86K
$515K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81New |
$12.5K - $13.7K
|
81
$14.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.68% |
$3.23K - $3.56K
|
3.12K
$562K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
691New |
$106K - $117K
|
691
$124K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.34KNew |
$1.44M - $1.58M
|
9.34K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-22.9K- 99.99% |
$3.53M - $3.88M
|
2
$360
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-97.7K- 65.66% |
$15M - $16.5M
|
51.1K
$9.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 35.29% |
$923 - $1.02K
|
23
$4.14K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.22KNew |
$188K - $207K
|
1.22K
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.52KNew |
$1.31M - $1.44M
|
8.52K
$1.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.65K- 80.92% |
$408K - $449K
|
625
$113K
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.56KNew |
$394K - $434K
|
2.56K
$461K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.23KNew |
$190K - $209K
|
1.23K
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
56New |
$8.62K - $9.48K
|
56
$10.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.18KNew |
$1.26M - $1.38M
|
8.18K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.05KNew |
$161K - $177K
|
1.05K
$189K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
547+ 37.03% |
$84.2K - $92.6K
|
2.02K
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-600- 23.08% |
$92.3K - $102K
|
2K
$360K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.77KNew |
$887K - $977K
|
5.77K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
58.2K+ 56.69% |
$8.96M - $9.86M
|
161K
$29M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$185K - $204K
|
1.2K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.35K+ 27.22% |
$208K - $229K
|
6.31K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
437+ 21.02% |
$67.2K - $74K
|
2.52K
$453K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.36KNew |
$824K - $907K
|
5.36K
$964K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
29+ 24.58% |
$4.46K - $4.91K
|
147
$26.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-39- 1.81% |
$6K - $6.61K
|
2.12K
$382K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.33K- 2.58% |
$205K - $226K
|
50.3K
$9.05M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 2.51% |
$1.85K - $2.03K
|
490
$88.2K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-292- 14.96% |
$44.9K - $49.5K
|
1.66K
$299K
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6.93K+ 38.06% |
$927K - $1.1M
|
25.2K
$4.53M
|
|