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 06, 2020
Q1 2020
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.03KClosed |
$146K - $241K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Concentrum Wealth Management
|
SELL
|
- |
-31.3KClosed |
$2.24M - $3.71M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-4.5KClosed |
$322K - $534K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-185Closed |
$13.3K - $22K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-182Closed |
$13K - $21.6K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.97KClosed |
$284K - $471K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-4.78KClosed |
$342K - $567K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.27KClosed |
$163K - $270K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raub Brock Capital Management LP
|
SELL
|
- |
-6.03KClosed |
$432K - $716K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.5KClosed |
$179K - $297K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-15.1KClosed |
$1.08M - $1.79M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-3.59KClosed |
$257K - $426K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
14New |
$1K - $1.66K
|
14
$2.45K
|
|
|
Apr 14, 2020
Q1 2020
|
Optas, LLC
|
SELL
|
- |
-4.1KClosed |
$294K - $487K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.65KClosed |
$190K - $315K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-168Closed |
$17.5K - $19.5K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Rainwater Charitable Foundation
|
SELL
|
- |
-1.3MClosed |
$135M - $151M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-428Closed |
$44.5K - $49.6K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-39Closed |
$4.05K - $4.52K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-5.3KClosed |
$551K - $615K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.7KClosed |
$1.63M - $1.82M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.95KClosed |
$202K - $225K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Iron Financial, LLC
|
SELL
|
- |
-2.25KClosed |
$234K - $260K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.72KClosed |
$387K - $431K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.22KClosed |
$230K - $257K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Greenhaven Associates Inc
|
SELL
|
- |
-57.5KClosed |
$5.98M - $6.67M
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-300- 15.8% |
$31.2K - $34.8K
|
1.6K
$279K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.28KClosed |
$131K - $140K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.11KClosed |
$216K - $233K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3.35KClosed |
$343K - $369K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.9KClosed |
$809K - $870K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.9KClosed |
$297K - $320K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-303- 15.13% |
$31K - $33.4K
|
1.7K
$297K
|
|
|
Nov 06, 2019
Q3 2019
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.52KClosed |
$258K - $277K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-4KClosed |
$409K - $440K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-108Closed |
$10.9K - $11.7K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.1KClosed |
$1.62M - $1.74M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.52KClosed |
$153K - $164K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.07KClosed |
$208K - $224K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.33KClosed |
$336K - $361K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-749Closed |
$75.4K - $81K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-69Closed |
$6.95K - $7.47K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-480Closed |
$48.3K - $51.9K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Tompkins Financial Corp
|
SELL
|
- |
-400Closed |
$40.3K - $43.3K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6.96KClosed |
$700K - $752K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Polianta LTD
|
SELL
|
- |
-102KClosed |
$10.3M - $11M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.58KClosed |
$321K - $375K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Scharf Investments, LLC
|
SELL
|
- |
-4.63KClosed |
$416K - $486K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-4.54KClosed |
$407K - $476K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-544Closed |
$46.9K - $58.1K
|
0
$0
|
|