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 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-11.3K- 15.52% |
$1.56M - $1.76M
|
61.7K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.5KNew |
$1.17M - $1.32M
|
8.5K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
50KNew |
$6.87M - $7.75M
|
50K
$8.77M
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.68% |
$137 - $155
|
148
$26K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-930- 0.91% |
$128K - $144K
|
101K
$17.7M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2K- 11.17% |
$275K - $310K
|
15.9K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-58K- 51.31% |
$7.96M - $8.98M
|
55K
$9.65M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-75- 1.33% |
$10.3K - $11.6K
|
5.56K
$975K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
35.8KNew |
$4.92M - $5.55M
|
35.8K
$6.28M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
467KNew |
$64.1M - $72.4M
|
467K
$81.9M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-254- 50.4% |
$34.9K - $39.4K
|
250
$43.8K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
846New |
$116K - $131K
|
846
$148K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.51K- 97.37% |
$483K - $545K
|
95
$16.7K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.4% |
$1.24K - $1.39K
|
2.27K
$398K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-15.6K- 65.48% |
$2.15M - $2.42M
|
8.24K
$1.44M
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-165- 99.4% |
$22.7K - $25.6K
|
1
$175
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-9.31K- 39.85% |
$1.28M - $1.44M
|
14K
$2.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
71.1KNew |
$9.76M - $11M
|
71.1K
$12.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
171+ 9.26% |
$23.5K - $26.5K
|
2.02K
$354K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
57.8K+ 194.16% |
$7.94M - $8.96M
|
87.6K
$15.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
13.1KNew |
$1.8M - $2.03M
|
13.1K
$2.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
559New |
$76.8K - $86.6K
|
559
$98K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$17.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
146New |
$20.1K - $22.6K
|
146
$25.6K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-923- 65.6% |
$127K - $143K
|
484
$84.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
4.41K+ 14.76% |
$606K - $684K
|
34.3K
$6.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-45.2K- 44.04% |
$6.21M - $7.01M
|
57.5K
$10.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
1.07K+ 1.13% |
$147K - $165K
|
95.7K
$16.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
246+ 6.11% |
$33.8K - $38.1K
|
4.27K
$749K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.21K- 98.75% |
$1.13M - $1.27M
|
104
$18.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
116+ 1.44% |
$15.9K - $18K
|
8.17K
$1.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
66+ 1.26% |
$9.07K - $10.2K
|
5.31K
$932K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-287- 14.25% |
$39.4K - $44.5K
|
1.73K
$303K
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
67.5K+ 583.71% |
$9.27M - $10.5M
|
79.1K
$13.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
69+ 0.13% |
$9.48K - $10.7K
|
54.9K
$9.63M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
136KNew |
$18.7M - $21.1M
|
136K
$23.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$17.5K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.89K- 34.28% |
$242K - $281K
|
3.62K
$635K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-153- 29.14% |
$19.6K - $22.8K
|
372
$65.2K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
76New |
$9.73K - $11.3K
|
76
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.56KNew |
$1.22M - $1.42M
|
9.56K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
231KNew |
$29.6M - $34.4M
|
231K
$40.5M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
394New |
$50.4K - $58.7K
|
394
$69.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.5KNew |
$192K - $224K
|
1.5K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$2.45M - $2.86M
|
19.2K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23K+ 294.23% |
$2.94M - $3.43M
|
30.8K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-509K- 55.39% |
$65.2M - $75.9M
|
410K
$71.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.68KNew |
$983K - $1.14M
|
7.68K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
407New |
$52.1K - $60.7K
|
407
$71.4K
|
|