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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
510+ 2.81% |
$83K - $91.4K
|
18.7K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.16K- 0.63% |
$1M - $1.1M
|
966K
$169M
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-17.1K- 28.73% |
$2.78M - $3.06M
|
42.4K
$7.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
662+ 46.88% |
$108K - $119K
|
2.07K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.22K+ 80.93% |
$849K - $934K
|
11.7K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.63K+ 9.58% |
$427K - $470K
|
30K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-110- 3.91% |
$17.9K - $19.7K
|
2.71K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
17.2KNew |
$2.8M - $3.08M
|
17.2K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.93KNew |
$1.13M - $1.24M
|
6.93K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10.4KNew |
$1.7M - $1.87M
|
10.4K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 18.31% |
$1.96M - $2.16M
|
77.9K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
21.6K+ 889.29% |
$3.51M - $3.87M
|
24K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.1K- 30.33% |
$830K - $913K
|
11.7K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
18.2K+ 1267.13% |
$2.96M - $3.26M
|
19.6K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
92.6K+ 31.78% |
$15.1M - $16.6M
|
384K
$67.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3K+ 704.23% |
$488K - $537K
|
3.43K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.21K+ 0.45% |
$196K - $216K
|
267K
$46.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.81M+ 8.81% |
$295M - $324M
|
22.3M
$3.9B
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.17KNew |
$191K - $210K
|
1.17K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-34- 0.62% |
$5.54K - $6.09K
|
5.43K
$948K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.5K+ 44.83% |
$2.52M - $2.78M
|
50.1K
$8.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.82K+ 37.57% |
$947K - $1.04M
|
21.3K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
116+ 3.22% |
$18.9K - $20.8K
|
3.72K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
16.2KNew |
$2.65M - $2.91M
|
16.2K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.73KNew |
$282K - $310K
|
1.73K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.23K+ 31.04% |
$200K - $220K
|
5.19K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 8.06% |
$208K - $229K
|
17.1K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.76K+ 12.52% |
$776K - $853K
|
42.8K
$7.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-113- 0.5% |
$18.4K - $20.2K
|
22.3K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.13KNew |
$183K - $202K
|
1.13K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
378+ 15.29% |
$61.5K - $67.7K
|
2.85K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.32K+ 3.05% |
$215K - $237K
|
44.6K
$7.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-121- 0.45% |
$19.7K - $21.7K
|
26.7K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
237KNew |
$38.7M - $42.5M
|
237K
$41.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
36.1KNew |
$5.89M - $6.48M
|
36.1K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.37% |
$1.3K - $1.43K
|
2.19K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
484+ 9.91% |
$78.8K - $86.7K
|
5.37K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.5K+ 19.01% |
$407K - $448K
|
15.7K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
550+ 17.79% |
$89.6K - $98.5K
|
3.64K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.49K+ 3.56% |
$242K - $266K
|
43.3K
$7.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
71+ 54.62% |
$11.6K - $12.7K
|
201
$35.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.44% |
$326 - $358
|
453
$79.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.9K+ 188.9% |
$2.75M - $3.03M
|
25.9K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 50.44% |
$233K - $256K
|
1.4K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-314- 6.01% |
$51.1K - $56.3K
|
4.91K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
27KNew |
$4.4M - $4.84M
|
27K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.56KNew |
$253K - $279K
|
1.56K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$372K - $410K
|
2.29K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
31KNew |
$5.05M - $5.56M
|
31K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-1.64K- 11.17% |
$267K - $293K
|
13K
$2.28M
|