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 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
248+ 3.12% |
$40.4K - $44.4K
|
8.19K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.32% |
$1.3K - $1.43K
|
2.52K
$468K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
80+ 5.51% |
$13K - $14.3K
|
1.53K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.35K- 2.52% |
$871K - $959K
|
207K
$38.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-80- 0.06% |
$13K - $14.3K
|
136K
$25.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-847- 5.39% |
$138K - $152K
|
14.9K
$2.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.43K- 7.26% |
$232K - $256K
|
18.2K
$3.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.26KNew |
$206K - $226K
|
1.26K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
686+ 1.46% |
$112K - $123K
|
47.8K
$8.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-280- 4.71% |
$45.6K - $50.2K
|
5.67K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
880New |
$143K - $158K
|
880
$163K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.13KNew |
$184K - $202K
|
1.13K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.69K- 1.3% |
$439K - $482K
|
204K
$37.9M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.92K+ 12.63% |
$313K - $345K
|
17.2K
$3.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-10K- 27.53% |
$1.63M - $1.8M
|
26.4K
$4.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.93K+ 5.16% |
$478K - $526K
|
59.8K
$11.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
139+ 0.6% |
$22.6K - $24.9K
|
23.3K
$4.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-28K- 71.21% |
$4.55M - $5.01M
|
11.3K
$2.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
166New |
$27K - $29.7K
|
166
$30.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.39% |
$814 - $896
|
1.28K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.84K+ 46.87% |
$462K - $508K
|
8.88K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.75K+ 22.28% |
$285K - $314K
|
9.6K
$1.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13.5K- 4.28% |
$2.19M - $2.41M
|
301K
$55.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-979- 4.36% |
$159K - $175K
|
21.5K
$3.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.6KNew |
$260K - $286K
|
1.6K
$296K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
14+ 0.13% |
$2.28K - $2.51K
|
10.5K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
78+ 1.43% |
$12.7K - $14K
|
5.55K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.03% |
$163 - $179
|
3.73K
$691K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-47- 0.57% |
$7.65K - $8.42K
|
8.22K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
22+ 0.38% |
$3.58K - $3.94K
|
5.82K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
426+ 34.86% |
$69.4K - $76.3K
|
1.65K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-712- 2.91% |
$116K - $128K
|
23.8K
$4.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
3.34K+ 15.94% |
$543K - $598K
|
24.3K
$4.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-19- 0.34% |
$3.09K - $3.4K
|
5.51K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 1.83% |
$480K - $528K
|
158K
$29.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-324- 6.03% |
$52.8K - $58K
|
5.05K
$937K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.04% |
$163 - $179
|
2.63K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.06K+ 7.45% |
$1.15M - $1.26M
|
102K
$18.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
35+ 2.31% |
$5.7K - $6.27K
|
1.55K
$288K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.59K- 17.75% |
$259K - $285K
|
7.37K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-675- 4.99% |
$110K - $121K
|
12.9K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.92K- 8.78% |
$800K - $881K
|
51K
$9.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-78- 0.56% |
$12.7K - $14K
|
13.8K
$2.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
12+ 0.39% |
$1.95K - $2.15K
|
3.06K
$568K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-557- 22.02% |
$90.7K - $99.8K
|
1.97K
$366K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
33.4K+ 5845.45% |
$5.44M - $5.99M
|
34K
$6.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-231- 4.0% |
$37.6K - $41.4K
|
5.55K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.1% |
$488 - $537
|
2.87K
$532K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-83- 3.16% |
$13.5K - $14.9K
|
2.54K
$472K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-60- 3.46% |
$9.77K - $10.7K
|
1.67K
$311K
|