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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81New |
$12.5K - $13.7K
|
81
$14.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.68% |
$3.23K - $3.56K
|
3.12K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
691New |
$106K - $117K
|
691
$125K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.34KNew |
$1.44M - $1.58M
|
9.34K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-22.9K- 99.99% |
$3.53M - $3.88M
|
2
$362
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-97.7K- 65.66% |
$15M - $16.5M
|
51.1K
$9.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 35.29% |
$923 - $1.02K
|
23
$4.17K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.22KNew |
$188K - $207K
|
1.22K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.52KNew |
$1.31M - $1.44M
|
8.52K
$1.54M
|
|
|
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
$464K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.23KNew |
$190K - $209K
|
1.23K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.18KNew |
$1.26M - $1.38M
|
8.18K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.05KNew |
$161K - $177K
|
1.05K
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
547+ 37.03% |
$84.2K - $92.6K
|
2.02K
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-600- 23.08% |
$92.3K - $102K
|
2K
$362K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.77KNew |
$887K - $977K
|
5.77K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
58.2K+ 56.69% |
$8.96M - $9.86M
|
161K
$29.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$185K - $204K
|
1.2K
$218K
|
|
|
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
$456K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.36KNew |
$824K - $907K
|
5.36K
$971K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
29+ 24.58% |
$4.46K - $4.91K
|
147
$26.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-39- 1.81% |
$6K - $6.61K
|
2.12K
$384K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.33K- 2.58% |
$205K - $226K
|
50.3K
$9.11M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 2.51% |
$1.85K - $2.03K
|
490
$88.8K
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6.93K+ 38.06% |
$927K - $1.1M
|
25.2K
$4.56M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$3.23M - $3.82M
|
24.1K
$4.37M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
91.2KNew |
$12.2M - $14.4M
|
91.2K
$16.5M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.14KNew |
$152K - $180K
|
1.14K
$206K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
115New |
$15.4K - $18.2K
|
115
$20.8K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.43KNew |
$191K - $227K
|
1.43K
$259K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$14K - $16.6K
|
105
$19K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
205+ 14.11% |
$27.4K - $32.5K
|
1.66K
$300K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
22New |
$2.94K - $3.49K
|
22
$3.99K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16.9K+ 653.57% |
$2.27M - $2.68M
|
19.5K
$3.54M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
424New |
$56.7K - $67.2K
|
424
$76.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.94KNew |
$259K - $307K
|
1.94K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
130KNew |
$17.4M - $20.6M
|
130K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$172K - $204K
|
1.29K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.17K+ 16.86% |
$156K - $185K
|
8.11K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-153- 96.84% |
$20.4K - $24.2K
|
5
$906
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
901KNew |
$120M - $143M
|
901K
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-12.1K- 4.82% |
$1.61M - $1.91M
|
238K
$43.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
6.3MNew |
$842M - $998M
|
6.3M
$1.14B
|
|
|
Feb 14, 2024
Q4 2023
|
Antara Capital LP
New York, NY |
BUY
|
CALL |
2MNew |
$267M - $317M
|
2M
$362M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
69.9K+ 33.44% |
$9.34M - $11.1M
|
279K
$50.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4.33K- 95.9% |
$579K - $686K
|
185
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
100KNew |
$13.4M - $15.8M
|
100K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-65- 5.19% |
$8.69K - $10.3K
|
1.19K
$215K
|
|