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 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
531+ 2.8% |
$86.5K - $95.1K
|
19.5K
$3.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-481- 6.01% |
$78.3K - $86.2K
|
7.53K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 7.98% |
$170K - $188K
|
12.1K
$2.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.63K+ 75.54% |
$1.41M - $1.55M
|
20.1K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-299- 1.32% |
$48.7K - $53.6K
|
22.3K
$4.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.03KNew |
$655K - $721K
|
4.03K
$729K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-9.83K- 46.83% |
$1.6M - $1.76M
|
11.2K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
3.42KNew |
$556K - $612K
|
3.42K
$619K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.56K- 21.36% |
$1.39M - $1.53M
|
31.5K
$5.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5+ 0.19% |
$814 - $896
|
2.65K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.39% |
$814 - $896
|
1.29K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-689- 36.51% |
$112K - $123K
|
1.2K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.28K- 2.57% |
$209K - $230K
|
48.6K
$8.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-97.8K- 50.51% |
$15.9M - $17.5M
|
95.8K
$17.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-353- 1.61% |
$57.5K - $63.2K
|
21.6K
$3.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
43+ 3.18% |
$7K - $7.7K
|
1.4K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-70- 3.68% |
$11.4K - $12.5K
|
1.83K
$332K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8.77K+ 553.7% |
$1.43M - $1.57M
|
10.3K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.95KNew |
$481K - $529K
|
2.95K
$535K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
1.01K+ 11.49% |
$164K - $180K
|
9.77K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
792+ 38.47% |
$129K - $142K
|
2.85K
$516K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.75K+ 37.92% |
$448K - $493K
|
10K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
14+ 0.39% |
$2.28K - $2.51K
|
3.57K
$646K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.3KNew |
$1.68M - $1.85M
|
10.3K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.7K+ 7.39% |
$5.82M - $6.4M
|
519K
$94M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.87K+ 41.68% |
$467K - $513K
|
9.74K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-146- 1.52% |
$23.8K - $26.2K
|
9.47K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
172+ 4.34% |
$28K - $30.8K
|
4.14K
$749K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
473+ 4.42% |
$77K - $84.7K
|
11.2K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-5- 0.14% |
$814 - $896
|
3.61K
$654K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.72K+ 4.66% |
$768K - $845K
|
106K
$19.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43.7K+ 8.36% |
$7.12M - $7.83M
|
566K
$103M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.14KNew |
$186K - $204K
|
1.14K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 0.38% |
$2.44K - $2.69K
|
3.95K
$715K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.05K- 26.19% |
$334K - $367K
|
5.78K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
37.9KNew |
$6.16M - $6.78M
|
37.9K
$6.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-57.2K- 87.44% |
$9.32M - $10.3M
|
8.22K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 7.53% |
$403K - $444K
|
35.4K
$6.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.67K- 9.34% |
$435K - $478K
|
25.9K
$4.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.55K+ 20.62% |
$252K - $277K
|
9.04K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-62.3K- 25.9% |
$10.1M - $11.2M
|
178K
$32.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.9K+ 9.93% |
$472K - $519K
|
32.1K
$5.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
536+ 4.39% |
$87.3K - $96K
|
12.7K
$2.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-25.7K- 84.52% |
$4.18M - $4.6M
|
4.71K
$852K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-17- 1.72% |
$2.77K - $3.05K
|
971
$176K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
201+ 6.22% |
$32.7K - $36K
|
3.43K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 3.0% |
$977 - $1.07K
|
206
$37.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.19KNew |
$193K - $213K
|
1.19K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.57K+ 1.69% |
$256K - $281K
|
94.5K
$17.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
9.85KNew |
$1.6M - $1.76M
|
9.85K
$1.78M
|