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 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
216+ 1.1% |
$35.2K - $38.7K
|
19.9K
$3.7M
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.43% |
$977 - $1.07K
|
1.39K
$259K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.6K+ 1017.4% |
$3.84M - $4.22M
|
25.9K
$4.8M
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
353+ 405.75% |
$57.5K - $63.2K
|
440
$81.6K
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.43K- 7.33% |
$884K - $973K
|
68.6K
$12.7M
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.51% |
$16.3K - $17.9K
|
2.75K
$510K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
3.1K+ 33.95% |
$505K - $556K
|
12.2K
$2.27M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.59KNew |
$259K - $285K
|
1.59K
$295K
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
284+ 4.64% |
$46.2K - $50.9K
|
6.4K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.05K- 24.21% |
$172K - $189K
|
3.3K
$612K
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-123- 1.98% |
$20K - $22K
|
6.1K
$1.13M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-668- 4.31% |
$109K - $120K
|
14.8K
$2.75M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
3.97K+ 15.41% |
$646K - $711K
|
29.7K
$5.52M
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
423+ 15.72% |
$68.9K - $75.8K
|
3.11K
$578K
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
72.4KNew |
$11.8M - $13M
|
72.4K
$13.4M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.83K+ 8.06% |
$623K - $686K
|
51.3K
$9.52M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
674+ 53.58% |
$110K - $121K
|
1.93K
$358K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.87K+ 27.3% |
$1.12M - $1.23M
|
32K
$5.94M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
952+ 19.85% |
$155K - $171K
|
5.75K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 25.14% |
$239K - $263K
|
4.38K
$812K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.95K+ 11.12% |
$480K - $528K
|
29.4K
$5.46M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-759- 7.89% |
$124K - $136K
|
8.87K
$1.64M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-103K- 87.35% |
$16.8M - $18.4M
|
14.9K
$2.77M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 3.91% |
$4.07K - $4.48K
|
615
$114K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.68K+ 27.82% |
$599K - $659K
|
16.9K
$3.14M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 2.38% |
$163 - $179
|
43
$7.98K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-497- 7.77% |
$80.9K - $89K
|
5.9K
$1.09M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.4K- 48.75% |
$553K - $609K
|
3.57K
$663K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
12+ 0.57% |
$1.95K - $2.15K
|
2.12K
$393K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10- 0.09% |
$1.63K - $1.79K
|
11.6K
$2.15M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-994- 3.54% |
$162K - $178K
|
27.1K
$5.03M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.76KNew |
$287K - $316K
|
1.76K
$327K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 0.98% |
$294K - $323K
|
183K
$33.9M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.46% |
$651 - $717
|
868
$161K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
58+ 0.07% |
$9.44K - $10.4K
|
86.9K
$16.1M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-79- 1.48% |
$12.9K - $14.2K
|
5.25K
$974K
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.86K+ 2.05% |
$629K - $692K
|
192K
$35.6M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-116- 0.14% |
$18.9K - $20.8K
|
82.2K
$15.3M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.36K+ 132.64% |
$873K - $960K
|
9.4K
$1.74M
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
412+ 8.51% |
$67.1K - $73.8K
|
5.25K
$975K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
467+ 34.39% |
$76K - $83.7K
|
1.83K
$339K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15KNew |
$2.45M - $2.69M
|
15K
$2.79M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.47K- 98.99% |
$239K - $263K
|
15
$2.78K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 1.29% |
$164K - $181K
|
79K
$14.7M
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
937+ 8.34% |
$153K - $168K
|
12.2K
$2.26M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.09K+ 50.01% |
$340K - $374K
|
6.25K
$1.16M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
141KNew |
$22.9M - $25.2M
|
141K
$26.1M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.48KNew |
$241K - $266K
|
1.48K
$275K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
74+ 45.96% |
$12K - $13.3K
|
235
$43.6K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-118- 4.1% |
$19.2K - $21.1K
|
2.76K
$512K
|