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 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.01K+ 29.05% |
$161K - $171K
|
4.5K
$805K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
904New |
$144K - $152K
|
904
$162K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
701New |
$112K - $118K
|
701
$125K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
555New |
$88.4K - $93.4K
|
555
$99.3K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
484New |
$77.1K - $81.5K
|
484
$86.6K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
388New |
$61.8K - $65.3K
|
388
$69.4K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
351+ 334.29% |
$55.9K - $59.1K
|
456
$81.6K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
250+ 85.91% |
$39.8K - $42.1K
|
541
$96.8K
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
242+ 5.65% |
$38.5K - $40.7K
|
4.53K
$810K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
237New |
$37.7K - $39.9K
|
237
$42.4K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
220+ 86.27% |
$35K - $37K
|
475
$85K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
220New |
$35K - $37K
|
220
$39.4K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
201New |
$32K - $33.8K
|
201
$36K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
200+ 4.36% |
$31.8K - $33.7K
|
4.79K
$856K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
147New |
$23.4K - $24.8K
|
147
$26.3K
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
125+ 4.23% |
$19.9K - $21K
|
3.08K
$552K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
119New |
$18.9K - $20K
|
119
$21.3K
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
100+ 7.29% |
$15.9K - $16.8K
|
1.47K
$263K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100+ 107.53% |
$15.9K - $16.8K
|
193
$34.5K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
92+ 1.02% |
$14.6K - $15.5K
|
9.15K
$1.64M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
85+ 151.79% |
$13.5K - $14.3K
|
141
$25.2K
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
57+ 0.74% |
$9.07K - $9.6K
|
7.74K
$1.38M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
49New |
$7.8K - $8.25K
|
49
$8.77K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$6.69K - $7.07K
|
42
$7.51K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
41New |
$6.53K - $6.9K
|
41
$7.33K
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
35+ 2.86% |
$5.57K - $5.89K
|
1.26K
$225K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 176.92% |
$3.66K - $3.87K
|
36
$6.44K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
21+ 0.36% |
$3.34K - $3.54K
|
5.94K
$1.06M
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 36.59% |
$2.39K - $2.53K
|
56
$10K
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.35% |
$2.23K - $2.36K
|
4.05K
$725K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 77.78% |
$2.23K - $2.36K
|
32
$5.72K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
13New |
$2.07K - $2.19K
|
13
$2.33K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
12New |
$1.91K - $2.02K
|
12
$2.15K
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8+ 36.36% |
$1.27K - $1.35K
|
30
$5.37K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6+ 5.71% |
$955 - $1.01K
|
111
$19.9K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5+ 16.67% |
$796 - $842
|
35
$6.26K
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4+ 0.29% |
$637 - $673
|
1.37K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 1.28% |
$159 - $168
|
79
$14.1K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$159 - $168
|
1
$179
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.06% |
$159 - $168
|
1.73K
$310K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1New |
$159 - $168
|
1
$179
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
925KNew |
$142M - $157M
|
925K
$165M
|
|
May 15, 2024
Q1 2024
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
PUT |
618KNew |
$95.1M - $105M
|
618K
$111M
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
PUT |
300KNew |
$46.2M - $50.8M
|
300K
$53.7M
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
250KNew |
$38.5M - $42.3M
|
250K
$44.7M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196K+ 236.53% |
$30.1M - $33.1M
|
278K
$49.8M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
100KNew |
$15.4M - $16.9M
|
100K
$17.9M
|
|
May 09, 2024
Q1 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
90.6KNew |
$13.9M - $15.3M
|
90.6K
$16.2M
|
|
May 14, 2024
Q1 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
80KNew |
$12.3M - $13.5M
|
80K
$14.3M
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
58.2K+ 56.69% |
$8.96M - $9.86M
|
161K
$28.8M
|