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 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.7K- 0.7% |
$277K - $305K
|
243K
$45M
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33+ 0.39% |
$5.37K - $5.91K
|
8.5K
$1.58M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
551+ 26.53% |
$89.7K - $98.7K
|
2.63K
$488K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 1.83% |
$5.05K - $5.55K
|
1.66K
$308K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.98K+ 7.78% |
$485K - $533K
|
41.2K
$7.65M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.91K- 4.53% |
$311K - $342K
|
40.3K
$7.47M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-163- 3.37% |
$26.5K - $29.2K
|
4.67K
$867K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103+ 10.15% |
$16.8K - $18.5K
|
1.12K
$207K
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.29KNew |
$209K - $230K
|
1.29K
$238K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 4.31% |
$262K - $289K
|
39K
$7.23M
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.55K+ 4.6% |
$252K - $277K
|
35.2K
$6.53M
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.4% |
$2.28K - $2.51K
|
3.52K
$652K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 0.6% |
$2.93K - $3.22K
|
2.99K
$555K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-925- 5.06% |
$151K - $166K
|
17.3K
$3.22M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-113- 0.27% |
$18.4K - $20.2K
|
42.1K
$7.82M
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-100- 1.15% |
$16.3K - $17.9K
|
8.58K
$1.59M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-274- 1.23% |
$44.6K - $49.1K
|
22.1K
$4.1M
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
216K+ 9629.79% |
$35.1M - $38.6M
|
218K
$40.4M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
790+ 0.72% |
$129K - $142K
|
110K
$20.5M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.17KNew |
$191K - $210K
|
1.17K
$218K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.4KNew |
$879K - $968K
|
5.4K
$1M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
CALL |
13.9KNew |
$2.26M - $2.49M
|
13.9K
$2.58M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
777KNew |
$126M - $139M
|
777K
$144M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
887+ 31.1% |
$144K - $159K
|
3.74K
$694K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
9.97K+ 9.73% |
$1.62M - $1.79M
|
112K
$20.8M
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
549+ 12.73% |
$89.4K - $98.4K
|
4.86K
$902K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.67K+ 2.35% |
$272K - $299K
|
72.6K
$13.5M
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
4.48K+ 20354.55% |
$729K - $802K
|
4.5K
$835K
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-3.93K- 38.12% |
$639K - $703K
|
6.37K
$1.18M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.4K+ 82.97% |
$553K - $608K
|
7.49K
$1.39M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-696- 0.67% |
$113K - $125K
|
103K
$19.1M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.11% |
$814 - $896
|
4.37K
$810K
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.09% |
$326 - $358
|
2.26K
$419K
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.6K+ 20.57% |
$260K - $286K
|
9.36K
$1.74M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.01K+ 103.38% |
$652K - $718K
|
7.88K
$1.46M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.52K+ 48.26% |
$248K - $273K
|
4.68K
$869K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-169- 9.83% |
$27.5K - $30.3K
|
1.55K
$288K
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.23K- 41.86% |
$200K - $220K
|
1.7K
$316K
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-306- 1.23% |
$49.8K - $54.8K
|
24.7K
$4.57M
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.21KNew |
$848K - $933K
|
5.21K
$966K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16.9K- 30.97% |
$2.75M - $3.03M
|
37.6K
$6.98M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
495+ 15.88% |
$80.6K - $88.7K
|
3.61K
$670K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.2K- 40.75% |
$6.21M - $6.84M
|
55.5K
$10.3M
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
846+ 41.78% |
$138K - $152K
|
2.87K
$533K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4- 0.29% |
$651 - $717
|
1.35K
$251K
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.04K+ 1.9% |
$332K - $365K
|
109K
$20.2M
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-385- 1.21% |
$62.7K - $69K
|
31.4K
$5.83M
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15.8KNew |
$2.58M - $2.84M
|
15.8K
$2.94M
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14.7K- 52.37% |
$2.4M - $2.64M
|
13.4K
$2.48M
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.01K+ 10.61% |
$815K - $897K
|
52.2K
$9.68M
|