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 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
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-140- 1.5% |
$22.8K - $25.1K
|
9.22K
$1.71M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
929+ 41.6% |
$151K - $166K
|
3.16K
$587K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-52.5K- 7.07% |
$8.56M - $9.41M
|
691K
$128M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.94K- 60.77% |
$315K - $347K
|
1.25K
$232K
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
867+ 3.08% |
$141K - $155K
|
29K
$5.38M
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
83.4K+ 41.33% |
$13.6M - $14.9M
|
285K
$52.9M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
218+ 15.5% |
$35.5K - $39.1K
|
1.62K
$301K
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-370- 12.06% |
$60.2K - $66.3K
|
2.7K
$500K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.47K+ 6.71% |
$402K - $443K
|
39.3K
$7.29M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
211+ 0.55% |
$34.4K - $37.8K
|
38.2K
$7.09M
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.07K+ 3.92% |
$500K - $550K
|
81.4K
$15.1M
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-787- 3.95% |
$128K - $141K
|
19.1K
$3.55M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
912New |
$149K - $163K
|
912
$169K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-502- 10.13% |
$81.7K - $89.9K
|
4.46K
$827K
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-28- 0.03% |
$4.56K - $5.02K
|
85.9K
$15.9M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.92K+ 4.23% |
$476K - $523K
|
72K
$13.4M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.7K+ 11.57% |
$439K - $483K
|
26K
$4.83M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
21.2K+ 61.33% |
$3.45M - $3.8M
|
55.8K
$10.3M
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
2.61KNew |
$425K - $468K
|
2.61K
$485K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.53K+ 6.24% |
$574K - $632K
|
60K
$11.1M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.11K- 6.87% |
$506K - $556K
|
42.1K
$7.81M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.06K- 24.9% |
$172K - $189K
|
3.18K
$590K
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-785- 2.89% |
$128K - $141K
|
26.4K
$4.9M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.44% |
$163 - $179
|
229
$42.5K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
81+ 4.29% |
$13.2K - $14.5K
|
1.97K
$365K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-42- 2.49% |
$6.84K - $7.52K
|
1.64K
$305K
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-145- 0.45% |
$23.6K - $26K
|
31.8K
$5.9M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.44KNew |
$234K - $258K
|
1.44K
$267K
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$223K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-12- 0.25% |
$1.95K - $2.15K
|
4.83K
$896K
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
575+ 3.26% |
$93.6K - $103K
|
18.2K
$3.38M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
306+ 11.62% |
$49.8K - $54.8K
|
2.94K
$545K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
59+ 2.03% |
$9.61K - $10.6K
|
2.97K
$551K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.75K- 7.59% |
$1.42M - $1.57M
|
107K
$19.8M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
123+ 7.3% |
$20K - $22K
|
1.81K
$335K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.48K- 71.52% |
$729K - $802K
|
1.78K
$331K
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
10+ 0.32% |
$1.63K - $1.79K
|
3.17K
$589K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-497- 6.59% |
$80.9K - $89K
|
7.04K
$1.31M
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-160- 0.86% |
$26.1K - $28.7K
|
18.6K
$3.44M
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
717+ 3.76% |
$117K - $128K
|
19.8K
$3.67M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.31KNew |
$213K - $235K
|
1.31K
$243K
|