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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.34K- 54.93% |
$543K - $597K
|
2.74K
$495K
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.74% |
$163 - $179
|
136
$24.6K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-193- 6.72% |
$31.4K - $34.6K
|
2.68K
$485K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
219+ 0.41% |
$35.7K - $39.2K
|
53.3K
$9.66M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.24% |
$1.14K - $1.25K
|
2.9K
$525K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
543+ 15.23% |
$88.4K - $97.3K
|
4.11K
$744K
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
59.8K+ 30.52% |
$9.73M - $10.7M
|
256K
$46.3M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3- 2.26% |
$488 - $537
|
130
$23.5K
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.31% |
$977 - $1.07K
|
1.94K
$352K
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-45- 0.28% |
$7.33K - $8.06K
|
15.9K
$2.88M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 27.69% |
$785K - $863K
|
22.2K
$4.02M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.01% |
$163 - $179
|
7.01K
$1.27M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
74New |
$12K - $13.3K
|
74
$13.4K
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.05KNew |
$497K - $546K
|
3.05K
$552K
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3.39KNew |
$552K - $607K
|
3.39K
$613K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-74.2K- 10.26% |
$12.1M - $13.3M
|
649K
$117M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$189K - $208K
|
1.16K
$210K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-914- 2.15% |
$149K - $164K
|
41.5K
$7.52M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.35K+ 6.73% |
$382K - $420K
|
37.2K
$6.74M
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
33.5K+ 1648.06% |
$5.46M - $6.01M
|
35.6K
$6.44M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-882- 29.86% |
$144K - $158K
|
2.07K
$375K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.41% |
$163 - $179
|
243
$44K
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
20.1KNew |
$3.28M - $3.61M
|
20.1K
$3.65M
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
21.5KNew |
$3.51M - $3.86M
|
21.5K
$3.9M
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.03K+ 1.93% |
$331K - $364K
|
107K
$19.4M
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.71K- 11.1% |
$1.09M - $1.2M
|
53.8K
$9.73M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
219+ 7.25% |
$35.7K - $39.2K
|
3.24K
$586K
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8+ 0.18% |
$1.3K - $1.43K
|
4.48K
$812K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72K+ 189.61% |
$11.7M - $12.9M
|
110K
$19.9M
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
298+ 20.38% |
$48.5K - $53.4K
|
1.76K
$319K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
155K+ 39.94% |
$25.2M - $27.7M
|
542K
$98.2M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1K+ 5.46% |
$5.55M - $6.1M
|
658K
$119M
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$163 - $179
|
2.63K
$476K
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-7.4K- 5.88% |
$1.2M - $1.33M
|
118K
$21.4M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.59K+ 173.51% |
$422K - $465K
|
4.09K
$740K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.31M- 63.02% |
$214M - $235M
|
770K
$139M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
968+ 4.72% |
$158K - $173K
|
21.5K
$3.89M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.24K+ 6.85% |
$1.18M - $1.3M
|
113K
$20.4M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.41K- 6.76% |
$1.04M - $1.15M
|
88.3K
$16M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
321+ 0.17% |
$52.3K - $57.5K
|
188K
$34.1M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.92K- 26.01% |
$638K - $702K
|
11.1K
$2.02M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
13.4K+ 26.78% |
$2.18M - $2.4M
|
63.5K
$11.5M
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
72+ 3.71% |
$11.7K - $12.9K
|
2.01K
$364K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 7.41% |
$326 - $358
|
25
$4.53K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.67K+ 7.42% |
$271K - $298K
|
24.1K
$4.37M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
494+ 8.1% |
$80.4K - $88.5K
|
6.59K
$1.19M
|
|
Oct 28, 2024
Q3 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.5K+ 58.82% |
$570K - $627K
|
9.45K
$1.71M
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-281- 8.14% |
$45.8K - $50.3K
|
3.17K
$574K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-129- 1.65% |
$21K - $23.1K
|
7.67K
$1.39M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
92+ 5.05% |
$15K - $16.5K
|
1.91K
$346K
|