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
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.67K+ 3.45% |
$272K - $300K
|
50.1K
$9.08M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.74K+ 16.32% |
$609K - $670K
|
26.7K
$4.83M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
957+ 6.2% |
$156K - $171K
|
16.4K
$2.97M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.19% |
$977 - $1.07K
|
3.08K
$557K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.14K- 7.56% |
$348K - $383K
|
26.1K
$4.73M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-111- 0.58% |
$18.1K - $19.9K
|
19K
$3.45M
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
260+ 10.53% |
$42.3K - $46.6K
|
2.73K
$494K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.1K+ 204.62% |
$2.3M - $2.53M
|
21K
$3.8M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-350- 5.31% |
$57K - $62.7K
|
6.25K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.58KNew |
$420K - $462K
|
2.58K
$467K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
23.6KNew |
$3.85M - $4.23M
|
23.6K
$4.28M
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
109+ 4.22% |
$17.7K - $19.5K
|
2.69K
$487K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
68.1K+ 72.14% |
$11.1M - $12.2M
|
163K
$29.4M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.53K+ 31.8% |
$248K - $273K
|
6.32K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.06K- 5.96% |
$173K - $190K
|
16.8K
$3.04M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
210New |
$34.2K - $37.6K
|
210
$38K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$208K
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.17K+ 8.21% |
$354K - $389K
|
28.6K
$5.19M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.71K+ 4.1% |
$768K - $845K
|
120K
$21.7M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-822- 8.83% |
$134K - $147K
|
8.49K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10K+ 7.76% |
$1.63M - $1.79M
|
139K
$25.1M
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
53.3KNew |
$8.67M - $9.54M
|
53.3K
$9.64M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.23KNew |
$200K - $220K
|
1.23K
$223K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.8K+ 182.36% |
$5.99M - $6.59M
|
57K
$10.3M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.12K- 71.26% |
$996K - $1.1M
|
2.47K
$447K
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
333+ 2.34% |
$54.2K - $59.7K
|
14.5K
$2.63M
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
30KNew |
$4.88M - $5.37M
|
30K
$5.43M
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-15.7K- 72.29% |
$2.56M - $2.81M
|
6.02K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.34KNew |
$218K - $240K
|
1.34K
$242K
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
588+ 5.95% |
$95.7K - $105K
|
10.5K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
30+ 0.13% |
$4.88K - $5.37K
|
22.6K
$4.09M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18+ 0.06% |
$2.93K - $3.22K
|
32.4K
$5.87M
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-45- 1.82% |
$7.33K - $8.06K
|
2.43K
$439K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
773+ 32.3% |
$126K - $138K
|
3.17K
$573K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.16KNew |
$190K - $209K
|
1.16K
$211K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
746+ 23.49% |
$121K - $134K
|
3.92K
$710K
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.29K- 0.67% |
$372K - $410K
|
340K
$61.6M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
144K+ 136.01% |
$23.5M - $25.9M
|
251K
$45.4M
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
174+ 4.92% |
$28.3K - $31.2K
|
3.71K
$672K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
466K+ 2274.44% |
$75.8M - $83.4M
|
486K
$88M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.5K+ 17.52% |
$3.34M - $3.68M
|
138K
$24.9M
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
617+ 4.21% |
$100K - $111K
|
15.3K
$2.77M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
458+ 2.29% |
$74.6K - $82.1K
|
20.4K
$3.7M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.13% |
$651 - $717
|
3.02K
$546K
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
465+ 3.15% |
$75.7K - $83.3K
|
15.2K
$2.76M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
68.4K+ 10.22% |
$11.1M - $12.2M
|
737K
$134M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
118+ 0.79% |
$19.2K - $21.1K
|
15.1K
$2.73M
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-800- 36.53% |
$130K - $143K
|
1.39K
$252K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-639- 4.52% |
$104K - $114K
|
13.5K
$2.44M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
100New |
$16.3K - $17.9K
|
100
$18.1K
|