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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.15KNew |
$421K - $499K
|
3.15K
$563K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3K+ 5882.35% |
$401K - $475K
|
3.05K
$546K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.67K+ 51.23% |
$357K - $424K
|
7.89K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.49K+ 5.99% |
$333K - $395K
|
44.1K
$7.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.47KNew |
$329K - $390K
|
2.47K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.35KNew |
$314K - $372K
|
2.35K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.14KNew |
$286K - $339K
|
2.14K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.06KNew |
$275K - $326K
|
2.06K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
1.96KNew |
$262K - $310K
|
1.96K
$350K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.94KNew |
$259K - $307K
|
1.94K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 1.16% |
$239K - $283K
|
156K
$27.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.73KNew |
$232K - $275K
|
1.73K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.67KNew |
$223K - $264K
|
1.67K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.59KNew |
$213K - $252K
|
1.59K
$285K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.43KNew |
$191K - $227K
|
1.43K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.34KNew |
$179K - $212K
|
1.34K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.32KNew |
$176K - $209K
|
1.32K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.31KNew |
$175K - $207K
|
1.31K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.3KNew |
$174K - $206K
|
1.3K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.3KNew |
$174K - $206K
|
1.3K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$172K - $204K
|
1.29K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.29KNew |
$172K - $204K
|
1.29K
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.28KNew |
$171K - $202K
|
1.28K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.17K+ 16.86% |
$156K - $185K
|
8.11K
$1.45M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.14KNew |
$152K - $180K
|
1.14K
$204K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.06KNew |
$142K - $168K
|
1.06K
$189K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
570New |
$76.2K - $90.3K
|
570
$102K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
424New |
$56.7K - $67.2K
|
424
$75.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
280New |
$37.4K - $44.4K
|
280
$50.1K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
205+ 14.11% |
$27.4K - $32.5K
|
1.66K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
204+ 1.85% |
$27.3K - $32.3K
|
11.2K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
147New |
$19.6K - $23.3K
|
147
$26.3K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
115New |
$15.4K - $18.2K
|
115
$20.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110+ 215.69% |
$14.7K - $17.4K
|
161
$28.8K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$14K - $16.6K
|
105
$18.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
103+ 51.5% |
$13.8K - $16.3K
|
303
$54.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$8.55K - $10.1K
|
64
$11.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41New |
$5.48K - $6.49K
|
41
$7.33K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
22New |
$2.94K - $3.49K
|
22
$3.94K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20+ 0.33% |
$2.67K - $3.17K
|
6.02K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
16New |
$2.14K - $2.53K
|
16
$2.86K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
7New |
$936 - $1.11K
|
7
$1.25K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
4New |
$535 - $634
|
4
$716
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 2.27% |
$134 - $158
|
45
$8.05K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.2M+ 14071.01% |
$170M - $186M
|
1.21M
$217M
|
|
|
Nov 02, 2023
Q3 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
657KNew |
$92.7M - $102M
|
657K
$118M
|
|
|
Oct 27, 2023
Q3 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
328KNew |
$46.3M - $50.9M
|
328K
$58.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
159KNew |
$22.4M - $24.7M
|
159K
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
127KNew |
$17.9M - $19.7M
|
127K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
72.3K+ 37.88% |
$10.2M - $11.2M
|
263K
$47.1M
|
|