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 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-636- 5.64% |
$104K - $114K
|
10.6K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.41K- 41.43% |
$230K - $253K
|
2K
$361K
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.68KNew |
$273K - $300K
|
1.68K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.89K+ 85.91% |
$470K - $517K
|
6.24K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.65K- 5.12% |
$269K - $296K
|
30.7K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 36.68% |
$15.5K - $17K
|
164
$29.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
78.1K+ 78.5% |
$12.7M - $14M
|
178K
$32.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
20.6K+ 34.88% |
$3.35M - $3.69M
|
79.7K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.1K+ 5.23% |
$1.32M - $1.45M
|
163K
$29.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 8.83% |
$278K - $306K
|
21K
$3.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5.55K- 29.75% |
$904K - $995K
|
13.1K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-841- 17.52% |
$137K - $151K
|
3.96K
$717K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
850+ 13.08% |
$138K - $152K
|
7.35K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-459- 22.23% |
$74.7K - $82.2K
|
1.61K
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
98New |
$16K - $17.6K
|
98
$17.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
197+ 1.21% |
$32.1K - $35.3K
|
16.5K
$2.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.67KNew |
$271K - $298K
|
1.67K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
214+ 2.3% |
$34.8K - $38.3K
|
9.52K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
21K+ 705.67% |
$3.43M - $3.77M
|
24K
$4.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 2.76% |
$16.3K - $17.9K
|
3.52K
$638K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.56K- 0.52% |
$254K - $279K
|
301K
$54.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.02K- 1.39% |
$818K - $900K
|
356K
$64.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.71K+ 6.29% |
$279K - $307K
|
28.9K
$5.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.13K+ 9.29% |
$184K - $202K
|
13.3K
$2.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-13.7K- 49.55% |
$2.23M - $2.45M
|
13.9K
$2.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-209K- 38.4% |
$34.1M - $37.5M
|
336K
$60.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.81K+ 10.29% |
$620K - $682K
|
40.8K
$7.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 1.78% |
$12.2K - $13.4K
|
4.14K
$750K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.32KNew |
$215K - $237K
|
1.32K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
12.9K+ 63.27% |
$2.1M - $2.31M
|
33.2K
$6.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
355+ 0.3% |
$57.8K - $63.6K
|
118K
$21.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
21.6K+ 5.13% |
$3.52M - $3.87M
|
443K
$80.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
7.96K+ 286.67% |
$1.3M - $1.43M
|
10.7K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.27% |
$2.44K - $2.69K
|
5.61K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.39K- 5.31% |
$552K - $607K
|
60.5K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.63K+ 81.59% |
$265K - $291K
|
3.62K
$656K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.8K+ 44.83% |
$2.24M - $2.47M
|
44.5K
$8.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.96K+ 53.4% |
$1.3M - $1.43M
|
22.9K
$4.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
83+ 5.87% |
$13.5K - $14.9K
|
1.5K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
169KNew |
$27.5M - $30.3M
|
169K
$30.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-35- 1.02% |
$5.7K - $6.27K
|
3.4K
$616K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 2.89% |
$8.14K - $8.96K
|
1.68K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-763- 5.14% |
$124K - $137K
|
14.1K
$2.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-125- 1.56% |
$20.4K - $22.4K
|
7.9K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.67K+ 9.42% |
$271K - $298K
|
19.3K
$3.5M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
29.2KNew |
$4.76M - $5.24M
|
29.2K
$5.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.3K- 3.06% |
$375K - $413K
|
73K
$13.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
57.1KNew |
$9.3M - $10.2M
|
57.1K
$10.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
88K+ 46.12% |
$14.3M - $15.8M
|
279K
$50.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-38- 2.08% |
$6.19K - $6.81K
|
1.79K
$325K
|