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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.15K- 44.4% |
$787K - $917K
|
7.7K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
323K+ 65.9% |
$41.4M - $48.2M
|
814K
$147M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.91KNew |
$628K - $732K
|
4.91K
$884K
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.6KNew |
$1.74M - $2.02M
|
13.6K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-11- 5.56% |
$1.41K - $1.64K
|
187
$33.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.6KNew |
$204K - $238K
|
1.6K
$287K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.01KNew |
$257K - $299K
|
2.01K
$362K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
17KNew |
$2.18M - $2.54M
|
17K
$3.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$186K - $216K
|
1.45K
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.42KNew |
$182K - $212K
|
1.42K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.44KNew |
$184K - $215K
|
1.44K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-224K- 100.0% |
$28.7M - $33.4M
|
2
$360
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-567- 52.65% |
$72.6K - $84.5K
|
510
$91.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.51KNew |
$193K - $225K
|
1.51K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
41.4K+ 189.46% |
$5.31M - $6.18M
|
63.3K
$11.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.64KNew |
$210K - $244K
|
1.64K
$295K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-6.04K- 10.85% |
$773K - $900K
|
49.6K
$8.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.43KNew |
$183K - $213K
|
1.43K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
188New |
$24.1K - $28K
|
188
$33.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
250New |
$32K - $37.3K
|
250
$45K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.37K+ 2.25% |
$688K - $801K
|
245K
$44M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-11.7K- 11.71% |
$1.49M - $1.74M
|
87.8K
$15.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.22KNew |
$412K - $479K
|
3.22K
$579K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
200+ 5.71% |
$25.6K - $29.8K
|
3.7K
$666K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.21KNew |
$411K - $478K
|
3.21K
$577K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-162- 1.14% |
$20.7K - $24.1K
|
14.1K
$2.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Penbrook Management LLC
|
SELL
|
- |
-650- 23.05% |
$83.2K - $96.9K
|
2.17K
$391K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.01KNew |
$513K - $597K
|
4.01K
$722K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21.4K+ 32.03% |
$2.74M - $3.18M
|
88.1K
$15.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
41.2KNew |
$5.27M - $6.13M
|
41.2K
$7.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-269- 56.51% |
$34.4K - $40.1K
|
207
$37.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.7K+ 19.44% |
$1.63M - $1.89M
|
78.1K
$14.1M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-421- 1.89% |
$53.9K - $62.7K
|
21.8K
$3.93M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
21New |
$2.69K - $3.13K
|
21
$3.78K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-19- 2.93% |
$2.43K - $2.83K
|
629
$113K
|
|
|
Jan 10, 2023
Q4 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-18- 33.33% |
$2.3K - $2.68K
|
36
$6.48K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
879New |
$113K - $131K
|
879
$158K
|
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.85KNew |
$237K - $276K
|
1.85K
$333K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.77K+ 2.33% |
$225K - $269K
|
77.6K
$14M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-100- 0.75% |
$12.7K - $15.2K
|
13.3K
$2.39M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
9.6KNew |
$1.22M - $1.46M
|
9.6K
$1.73M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
320New |
$40.7K - $48.8K
|
320
$57.6K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
415+ 5.5% |
$52.8K - $63.2K
|
7.97K
$1.43M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-28- 1.53% |
$3.56K - $4.27K
|
1.8K
$324K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$5.09K - $6.1K
|
40
$7.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-334- 12.91% |
$42.5K - $50.9K
|
2.25K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-59- 0.98% |
$7.51K - $8.99K
|
5.99K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-9.77K- 77.11% |
$1.24M - $1.49M
|
2.9K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.56KClosed |
$198K - $237K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
SELL
|
- |
-17.8K- 7.62% |
$2.27M - $2.72M
|
216K
$38.9M
|
|