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 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 428.43% |
$2.51M - $2.76M
|
19K
$3.53M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-13- 0.18% |
$2.12K - $2.33K
|
7.11K
$1.32M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.2K- 58.83% |
$195K - $215K
|
839
$156K
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-361- 2.9% |
$58.8K - $64.7K
|
12.1K
$2.25M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
62+ 0.02% |
$10.1K - $11.1K
|
358K
$66.4M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
452+ 0.68% |
$73.6K - $81K
|
67.2K
$12.5M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-172- 1.02% |
$28K - $30.8K
|
16.6K
$3.08M
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
62+ 4.68% |
$10.1K - $11.1K
|
1.39K
$257K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.82K- 2.32% |
$623K - $685K
|
161K
$29.9M
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
607+ 8.18% |
$98.8K - $109K
|
8.03K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13.5K+ 90.0% |
$2.2M - $2.42M
|
28.5K
$5.29M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29K+ 0.35% |
$699K - $769K
|
1.24M
$229M
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$1.63M - $1.79M
|
10K
$1.86M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.44K+ 175.17% |
$560K - $617K
|
5.41K
$1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.5K- 1.98% |
$4.96M - $5.46M
|
1.5M
$279M
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5+ 0.33% |
$814 - $896
|
1.5K
$278K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
30+ 1.45% |
$4.88K - $5.37K
|
2.1K
$390K
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-218- 0.99% |
$35.5K - $39.1K
|
21.9K
$4.06M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-12- 0.27% |
$1.95K - $2.15K
|
4.49K
$833K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.9K+ 4.18% |
$14.3M - $15.7M
|
2.19M
$406M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
12.2KNew |
$1.99M - $2.19M
|
12.2K
$2.26M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 6.5% |
$2.12K - $2.33K
|
213
$39.5K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
85+ 2.11% |
$13.8K - $15.2K
|
4.11K
$763K
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
33+ 0.13% |
$5.37K - $5.91K
|
26K
$4.83M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.72KNew |
$1.42M - $1.56M
|
8.72K
$1.62M
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
13.9KNew |
$2.26M - $2.48M
|
13.9K
$2.57M
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12+ 0.77% |
$1.95K - $2.15K
|
1.58K
$292K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-282- 8.36% |
$45.9K - $50.5K
|
3.09K
$574K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.72K+ 43.62% |
$443K - $487K
|
8.96K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.38K+ 21.52% |
$550K - $605K
|
19.1K
$3.54M
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.9K+ 4.24% |
$634K - $698K
|
95.8K
$17.8M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 0.11% |
$1.14K - $1.25K
|
6.42K
$1.19M
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-75- 1.09% |
$12.2K - $13.4K
|
6.82K
$1.27M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.02KNew |
$329K - $362K
|
2.02K
$375K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
724+ 52.46% |
$118K - $130K
|
2.1K
$390K
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2K+ 2.06% |
$326K - $359K
|
99.1K
$18.4M
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.34KNew |
$218K - $240K
|
1.34K
$248K
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.24K+ 7.6% |
$1.18M - $1.3M
|
102K
$19M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.7K+ 81.18% |
$276K - $304K
|
3.78K
$702K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 17.53% |
$188K - $207K
|
7.74K
$1.44M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
78+ 1.75% |
$12.7K - $14K
|
4.53K
$841K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.15K+ 16.81% |
$676K - $744K
|
28.8K
$5.35M
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
75+ 3.95% |
$12.2K - $13.4K
|
1.98K
$366K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-181- 8.16% |
$29.5K - $32.4K
|
2.04K
$378K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
123+ 0.29% |
$20K - $22K
|
43.2K
$8.01M
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
3+ 0.06% |
$488 - $537
|
4.7K
$872K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20- 0.09% |
$3.26K - $3.58K
|
23.2K
$4.31M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
40.6K+ 34.0% |
$6.61M - $7.27M
|
160K
$29.7M
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.66K+ 4.89% |
$1.08M - $1.19M
|
143K
$26.5M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.02K+ 1.82% |
$166K - $183K
|
57K
$10.6M
|