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 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
786+ 157.2% |
$128K - $141K
|
1.29K
$233K
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.13KNew |
$347K - $381K
|
2.13K
$385K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-436- 4.26% |
$71K - $78.1K
|
9.8K
$1.77M
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.33K- 4.54% |
$1.19M - $1.31M
|
154K
$27.9M
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.35K+ 5.59% |
$546K - $601K
|
63.4K
$11.5M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.8K+ 9.72% |
$4.86M - $5.34M
|
337K
$60.9M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.19K- 25.15% |
$519K - $571K
|
9.49K
$1.72M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.34K+ 6.78% |
$543K - $597K
|
52.5K
$9.51M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.2KNew |
$2.3M - $2.54M
|
14.2K
$2.56M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 2.04% |
$1.14K - $1.25K
|
350
$63.4K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
430+ 0.39% |
$70K - $77K
|
112K
$20.2M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-202- 8.08% |
$32.9K - $36.2K
|
2.3K
$416K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
61.9K+ 10.55% |
$10.1M - $11.1M
|
649K
$118M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-46- 8.6% |
$7.49K - $8.24K
|
489
$88.5K
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
8.41K+ 12.22% |
$1.37M - $1.51M
|
77.2K
$14M
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
430+ 31.83% |
$70K - $77K
|
1.78K
$322K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.72K+ 6.7% |
$443K - $487K
|
43.3K
$7.85M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 15.71% |
$171K - $188K
|
7.72K
$1.4M
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
659+ 0.39% |
$107K - $118K
|
170K
$30.7M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
101+ 0.59% |
$16.4K - $18.1K
|
17.3K
$3.13M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
93New |
$15.1K - $16.7K
|
93
$16.8K
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-424- 3.24% |
$69K - $76K
|
12.7K
$2.3M
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
6+ 0.16% |
$977 - $1.07K
|
3.7K
$669K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.2K+ 4.78% |
$195K - $215K
|
26.2K
$4.75M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.82K+ 3.69% |
$947K - $1.04M
|
163K
$29.6M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
374K+ 1.99% |
$60.9M - $67M
|
19.1M
$3.47B
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.66K- 9.66% |
$434K - $477K
|
24.9K
$4.51M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.86K+ 23.8% |
$465K - $512K
|
14.9K
$2.69M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 8.21% |
$2.16M - $2.38M
|
148K
$26.9M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.43K+ 7.6% |
$233K - $257K
|
20.3K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-181K- 20.93% |
$29.5M - $32.4M
|
684K
$124M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
63.8K+ 33.54% |
$10.4M - $11.4M
|
254K
$46M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
53.6K+ 253.41% |
$8.73M - $9.61M
|
74.8K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-54.6K- 13.04% |
$8.89M - $9.78M
|
364K
$66M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
50.3K+ 116.13% |
$8.19M - $9.02M
|
93.7K
$17M
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.98KNew |
$323K - $355K
|
1.98K
$359K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-87.7K- 69.85% |
$14.3M - $15.7M
|
37.8K
$6.85M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
375+ 1.36% |
$61.1K - $67.2K
|
28K
$5.07M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-59- 56.73% |
$9.61K - $10.6K
|
45
$8.15K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.64K+ 24.2% |
$918K - $1.01M
|
28.9K
$5.24M
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10K+ 11.65% |
$1.63M - $1.79M
|
95.9K
$17.4M
|
|
Nov 14, 2024
Q3 2024
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
CALL |
46.8K+ 22.93% |
$7.62M - $8.38M
|
251K
$45.4M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.1K+ 3.79% |
$342K - $376K
|
57.5K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
204K+ 6.07% |
$33.3M - $36.6M
|
3.57M
$647M
|
|
Nov 14, 2024
Q3 2024
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
PUT |
4.4MNew |
$716M - $788M
|
4.4M
$797M
|
|
Nov 14, 2024
Q3 2024
|
Albar Capital LTD
London, X0 |
SELL
|
- |
-41.6K- 83.97% |
$6.78M - $7.46M
|
7.95K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 1.95% |
$1.71M - $1.88M
|
529K
$95.8M
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.37K+ 28.27% |
$875K - $963K
|
24.4K
$4.41M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-387- 9.28% |
$63K - $69.3K
|
3.78K
$685K
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.54K- 22.37% |
$251K - $276K
|
5.35K
$969K
|