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 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
378+ 6.49% |
$61.5K - $67.7K
|
6.2K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.52K+ 264.57% |
$247K - $272K
|
2.09K
$378K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.18K+ 20.01% |
$192K - $212K
|
7.09K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-78- 0.98% |
$12.7K - $14K
|
7.87K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.36KNew |
$384K - $423K
|
2.36K
$428K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 1.89% |
$262K - $289K
|
86.9K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
383+ 1.22% |
$62.4K - $68.6K
|
31.7K
$5.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
853+ 0.59% |
$139K - $153K
|
147K
$26.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.63K- 4.17% |
$753K - $829K
|
106K
$19.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.72KNew |
$769K - $846K
|
4.72K
$855K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-468- 1.61% |
$76.2K - $83.8K
|
28.6K
$5.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-68.8K- 91.52% |
$11.2M - $12.3M
|
6.38K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
2.5K+ 78.82% |
$407K - $447K
|
5.67K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.25KNew |
$204K - $224K
|
1.25K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-51- 1.59% |
$8.3K - $9.14K
|
3.17K
$573K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-40- 0.91% |
$6.51K - $7.17K
|
4.34K
$785K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
3.84K+ 44.39% |
$625K - $688K
|
12.5K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
697+ 40.01% |
$113K - $125K
|
2.44K
$442K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-50.6K- 1.3% |
$8.24M - $9.07M
|
3.84M
$696M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-71.7K- 57.61% |
$11.7M - $12.8M
|
52.7K
$9.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.87K+ 1.94% |
$630K - $693K
|
203K
$36.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.33K- 18.04% |
$216K - $238K
|
6.03K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
529+ 32.45% |
$86.1K - $94.8K
|
2.16K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
227+ 7.07% |
$37K - $40.7K
|
3.44K
$622K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-613K- 80.89% |
$99.9M - $110M
|
145K
$26.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$264K - $291K
|
1.62K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.13K+ 8.35% |
$347K - $382K
|
27.7K
$5.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-41- 0.09% |
$6.68K - $7.35K
|
46.2K
$8.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-177- 4.67% |
$28.8K - $31.7K
|
3.62K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
596+ 0.84% |
$97K - $107K
|
71.4K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
70+ 0.39% |
$11.4K - $12.5K
|
18.2K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.1K+ 44.41% |
$179K - $197K
|
3.58K
$648K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-38- 46.34% |
$6.19K - $6.81K
|
44
$7.97K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
749+ 32.82% |
$122K - $134K
|
3.03K
$549K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.3K+ 30.57% |
$864K - $950K
|
22.7K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
829+ 49.2% |
$135K - $149K
|
2.51K
$455K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
365+ 22.59% |
$59.4K - $65.4K
|
1.98K
$359K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.63KNew |
$266K - $292K
|
1.63K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
15.2KNew |
$2.48M - $2.73M
|
15.2K
$2.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-59- 0.23% |
$9.61K - $10.6K
|
25.1K
$4.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
122+ 4.43% |
$19.9K - $21.9K
|
2.88K
$521K
|
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
1.2KNew |
$195K - $214K
|
1.2K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
BUY
|
- |
2.5K+ 8.89% |
$407K - $448K
|
30.6K
$5.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.77K+ 3.43% |
$452K - $497K
|
83.7K
$15.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
148+ 1.85% |
$24.1K - $26.5K
|
8.15K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
115+ 9.3% |
$18.7K - $20.6K
|
1.35K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.19KNew |
$682K - $751K
|
4.19K
$759K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 0.2% |
$2.28K - $2.51K
|
6.93K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.91K+ 89.02% |
$310K - $341K
|
4.05K
$732K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
1.61K+ 4.57% |
$262K - $288K
|
36.8K
$6.66M
|