Latest Institutional Purchases of Invesco S&P 500 Equal Weight E (RSP)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight E (RSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.26KNew |
$359K - $380K
|
2.26K
$413K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.12KNew |
$338K - $357K
|
2.12K
$388K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.11KNew |
$336K - $355K
|
2.11K
$386K
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.92KNew |
$305K - $322K
|
1.92K
$351K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$301K - $318K
|
1.89K
$346K
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.83KNew |
$292K - $308K
|
1.83K
$335K
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.75KNew |
$279K - $295K
|
1.75K
$320K
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.73KNew |
$276K - $291K
|
1.73K
$317K
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.45KNew |
$230K - $244K
|
1.45K
$265K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.31K+ 2372.73% |
$208K - $220K
|
1.36K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.3KNew |
$207K - $219K
|
1.3K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.27KNew |
$203K - $214K
|
1.27K
$233K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.26KNew |
$201K - $213K
|
1.26K
$231K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.24KNew |
$198K - $209K
|
1.24K
$228K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.11K+ 80.13% |
$177K - $187K
|
2.49K
$456K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.1K+ 5.98% |
$175K - $185K
|
19.5K
$3.57M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.03K+ 2243.48% |
$164K - $174K
|
1.08K
$197K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.01K+ 29.05% |
$161K - $171K
|
4.5K
$824K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
904New |
$144K - $152K
|
904
$166K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
555New |
$88.4K - $93.4K
|
555
$102K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
484New |
$77.1K - $81.5K
|
484
$88.6K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
388New |
$61.8K - $65.3K
|
388
$71K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
250+ 85.91% |
$39.8K - $42.1K
|
541
$99K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
220+ 86.27% |
$35K - $37K
|
475
$87K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
220New |
$35K - $37K
|
220
$40.3K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
201New |
$32K - $33.8K
|
201
$36.8K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
147New |
$23.4K - $24.8K
|
147
$26.9K
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
100+ 7.29% |
$15.9K - $16.8K
|
1.47K
$269K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
92+ 1.02% |
$14.6K - $15.5K
|
9.15K
$1.68M
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
57+ 0.74% |
$9.07K - $9.6K
|
7.74K
$1.42M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
49New |
$7.8K - $8.25K
|
49
$8.97K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$6.69K - $7.07K
|
42
$7.69K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
41New |
$6.53K - $6.9K
|
41
$7.51K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 176.92% |
$3.66K - $3.87K
|
36
$6.59K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
21+ 0.36% |
$3.34K - $3.54K
|
5.94K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 77.78% |
$2.23K - $2.36K
|
32
$5.86K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
13New |
$2.07K - $2.19K
|
13
$2.38K
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8+ 36.36% |
$1.27K - $1.35K
|
30
$5.49K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5+ 16.67% |
$796 - $842
|
35
$6.41K
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4+ 0.29% |
$637 - $673
|
1.37K
$250K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$159 - $168
|
1
$183
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.06% |
$159 - $168
|
1.73K
$317K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1New |
$159 - $168
|
1
$183
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
925KNew |
$142M - $157M
|
925K
$169M
|
|
May 15, 2024
Q1 2024
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
PUT |
618KNew |
$95.1M - $105M
|
618K
$113M
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
PUT |
300KNew |
$46.2M - $50.8M
|
300K
$54.9M
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
250KNew |
$38.5M - $42.3M
|
250K
$45.8M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196K+ 236.53% |
$30.1M - $33.1M
|
278K
$50.9M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
100KNew |
$15.4M - $16.9M
|
100K
$18.3M
|
|
May 09, 2024
Q1 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
90.6KNew |
$13.9M - $15.3M
|
90.6K
$16.6M
|