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 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.14K+ 1.06% |
$186K - $204K
|
109K
$20.2M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.56K+ 108.08% |
$1.39M - $1.53M
|
16.5K
$3.06M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 7.52% |
$464K - $510K
|
40.8K
$7.56M
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-690- 20.44% |
$112K - $124K
|
2.69K
$498K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
46+ 1.79% |
$7.49K - $8.24K
|
2.61K
$485K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.3K+ 58.58% |
$3.64M - $4M
|
60.5K
$11.2M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-655- 23.53% |
$107K - $117K
|
2.13K
$395K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.25K+ 13.4% |
$530K - $583K
|
27.5K
$5.11M
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
250K+ 1081.51% |
$40.8M - $44.9M
|
274K
$50.8M
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
329+ 0.77% |
$53.6K - $58.9K
|
43.1K
$8M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-263- 3.47% |
$42.8K - $47.1K
|
7.31K
$1.36M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 0.14% |
$14.3K - $15.8K
|
61.5K
$11.4M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.48K+ 65.84% |
$241K - $265K
|
3.72K
$691K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.64K+ 22.7% |
$267K - $293K
|
8.85K
$1.64M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
799+ 28.04% |
$130K - $143K
|
3.65K
$677K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
25.2K+ 61.8% |
$4.1M - $4.51M
|
66K
$12.2M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-269- 2.31% |
$43.8K - $48.2K
|
11.4K
$2.11M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-276- 1.86% |
$44.9K - $49.4K
|
14.6K
$2.7M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
157+ 0.84% |
$25.6K - $28.1K
|
18.7K
$3.48M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-408- 23.35% |
$66.4K - $73.1K
|
1.34K
$248K
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.94K+ 3.7% |
$315K - $347K
|
54.2K
$10.1M
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 0.3% |
$814 - $896
|
1.65K
$305K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.04KNew |
$332K - $366K
|
2.04K
$379K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 0.5% |
$4.07K - $4.48K
|
5.02K
$932K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
788+ 26.48% |
$128K - $141K
|
3.76K
$698K
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.39K- 9.98% |
$552K - $608K
|
30.6K
$5.68M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 27.15% |
$1.78M - $1.96M
|
51.3K
$9.51M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.96KNew |
$320K - $352K
|
1.96K
$364K
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1K+ 23.58% |
$163K - $180K
|
5.25K
$974K
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$223K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-188- 2.8% |
$30.6K - $33.7K
|
6.52K
$1.21M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-548- 3.63% |
$89.2K - $98.2K
|
14.5K
$2.7M
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-888- 1.59% |
$145K - $159K
|
55.1K
$10.2M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.68K+ 61.08% |
$273K - $301K
|
4.43K
$822K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.05K- 6.7% |
$334K - $368K
|
28.6K
$5.31M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 0.53% |
$16.3K - $17.9K
|
19K
$3.53M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-986- 3.72% |
$161K - $177K
|
25.5K
$4.74M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.8K+ 29.68% |
$1.92M - $2.12M
|
51.6K
$9.58M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$163 - $179
|
43.7K
$8.11M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-153- 0.78% |
$24.9K - $27.4K
|
19.5K
$3.62M
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
373+ 2.03% |
$60.7K - $66.8K
|
18.8K
$3.48M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.44K- 26.14% |
$396K - $436K
|
6.88K
$1.28M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-40.6K- 6.44% |
$6.62M - $7.28M
|
590K
$109M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-804- 31.78% |
$131K - $144K
|
1.73K
$320K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$192K - $211K
|
1.18K
$219K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
8.99K+ 6.52% |
$1.46M - $1.61M
|
147K
$27.2M
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
5.46K+ 29.53% |
$889K - $978K
|
23.9K
$4.44M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.22K+ 14.42% |
$199K - $219K
|
9.68K
$1.8M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
608+ 2.69% |
$99K - $109K
|
23.2K
$4.31M
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-677- 4.87% |
$110K - $121K
|
13.2K
$2.45M
|