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 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.63KNew |
$591K - $650K
|
3.63K
$673K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 73.75% |
$279K - $307K
|
4.04K
$749K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-148- 5.19% |
$24.1K - $26.5K
|
2.71K
$502K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.61K+ 1.5% |
$262K - $289K
|
109K
$20.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12.7K+ 106.03% |
$2.07M - $2.27M
|
24.7K
$4.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.4K- 15.32% |
$228K - $251K
|
7.75K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.66K+ 0.93% |
$271K - $298K
|
181K
$33.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 1.92% |
$202K - $223K
|
63.4K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.52K- 39.5% |
$572K - $630K
|
5.38K
$999K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-9.09K- 32.4% |
$1.48M - $1.63M
|
19K
$3.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 4.61% |
$2.61K - $2.87K
|
363
$67.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
173+ 39.59% |
$28.2K - $31K
|
610
$113K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-62- 4.24% |
$10.1K - $11.1K
|
1.4K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
9KNew |
$1.47M - $1.61M
|
9K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.38K+ 7.43% |
$712K - $784K
|
63.2K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.6K- 1.63% |
$1.07M - $1.18M
|
398K
$73.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.93K+ 3.94% |
$965K - $1.06M
|
156K
$29M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.1KNew |
$2.63M - $2.89M
|
16.1K
$2.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-760- 7.11% |
$124K - $136K
|
9.92K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.91K- 14.89% |
$636K - $700K
|
22.3K
$4.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1- 0.03% |
$163 - $179
|
3.56K
$660K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
90+ 0.22% |
$14.7K - $16.1K
|
41.8K
$7.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
1.34K+ 0.65% |
$218K - $240K
|
207K
$38.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
683+ 0.81% |
$111K - $122K
|
85K
$15.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.83KNew |
$298K - $328K
|
1.83K
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-56- 5.7% |
$9.12K - $10K
|
927
$172K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-129- 0.25% |
$21K - $23.1K
|
51.5K
$9.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.6K+ 582.48% |
$260K - $286K
|
1.87K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
199+ 4.7% |
$32.4K - $35.7K
|
4.43K
$822K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.09K+ 20.5% |
$503K - $554K
|
18.2K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8.35K- 32.64% |
$1.36M - $1.5M
|
17.2K
$3.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-485- 1.84% |
$79K - $86.9K
|
25.8K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-640- 1.48% |
$104K - $115K
|
42.7K
$7.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.34K+ 10.6% |
$218K - $240K
|
14K
$2.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
8.5K+ 96.05% |
$1.38M - $1.52M
|
17.4K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
325K+ 1523.39% |
$52.9M - $58.2M
|
346K
$64.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
165+ 6.96% |
$26.9K - $29.6K
|
2.54K
$471K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.53K+ 3.49% |
$412K - $454K
|
75.2K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
1.12K+ 1.65% |
$182K - $200K
|
68.8K
$12.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.75KNew |
$285K - $314K
|
1.75K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
16.2KNew |
$2.64M - $2.91M
|
16.2K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-726- 1.58% |
$118K - $130K
|
45.1K
$8.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-12.5K- 2.9% |
$2.04M - $2.24M
|
419K
$77.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-808- 28.56% |
$132K - $145K
|
2.02K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
502+ 3.87% |
$81.7K - $89.9K
|
13.5K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-195- 0.68% |
$31.8K - $34.9K
|
28.4K
$5.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
40.7K+ 37.7% |
$6.62M - $7.29M
|
149K
$27.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
116+ 6.06% |
$18.9K - $20.8K
|
2.03K
$376K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$163 - $179
|
3.9K
$723K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-67.5K- 99.73% |
$11M - $12.1M
|
180
$33.4K
|