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 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.46K- 25.51% |
$401K - $441K
|
7.2K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.04% |
$1.14K - $1.25K
|
16.5K
$3.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$163 - $179
|
6.97K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4+ 0.08% |
$651 - $717
|
5.1K
$946K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
121+ 4.1% |
$19.7K - $21.7K
|
3.07K
$570K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.51KNew |
$409K - $450K
|
2.51K
$466K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.39K+ 6.44% |
$227K - $250K
|
23K
$4.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-605- 16.22% |
$98.5K - $108K
|
3.12K
$580K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
205+ 1.55% |
$33.4K - $36.7K
|
13.5K
$2.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
975+ 3.35% |
$159K - $175K
|
30.1K
$5.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-8- 0.37% |
$1.3K - $1.43K
|
2.15K
$399K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.76K+ 9.98% |
$774K - $852K
|
52.4K
$9.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
4.23K+ 3.66% |
$689K - $758K
|
120K
$22.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-91- 1.64% |
$14.8K - $16.3K
|
5.47K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-396- 7.0% |
$64.5K - $70.9K
|
5.27K
$977K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.94K- 12.39% |
$316K - $347K
|
13.7K
$2.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.14K+ 4.83% |
$673K - $741K
|
89.8K
$16.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-170- 0.42% |
$27.7K - $30.5K
|
40K
$7.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
563+ 1.94% |
$91.7K - $101K
|
29.6K
$5.48M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-13- 0.45% |
$2.12K - $2.33K
|
2.87K
$533K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.1K+ 2.23% |
$179K - $197K
|
50.5K
$9.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-19.7K- 57.97% |
$3.21M - $3.54M
|
14.3K
$2.66M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
251+ 7.02% |
$40.9K - $45K
|
3.83K
$710K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-181- 1.08% |
$29.5K - $32.4K
|
16.5K
$3.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.35K+ 15.32% |
$1.03M - $1.14M
|
47.8K
$8.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
4.07K+ 210.28% |
$663K - $729K
|
6.01K
$1.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.83K- 3.76% |
$623K - $686K
|
98K
$18.2M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
211+ 44.51% |
$34.4K - $37.8K
|
685
$127K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
32.3KNew |
$5.26M - $5.79M
|
32.3K
$6M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
425+ 6.24% |
$69.2K - $76.1K
|
7.24K
$1.34M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
183+ 7.11% |
$29.8K - $32.8K
|
2.76K
$512K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.31KNew |
$214K - $235K
|
1.31K
$244K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-809- 1.6% |
$132K - $145K
|
49.9K
$9.25M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
384+ 1745.45% |
$62.5K - $68.8K
|
406
$75.3K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
98+ 0.71% |
$15.6K - $16.5K
|
13.8K
$2.56M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-189- 10.48% |
$30.1K - $31.8K
|
1.62K
$300K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
816New |
$130K - $137K
|
816
$151K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$478K - $505K
|
3K
$557K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-594- 14.76% |
$94.6K - $100K
|
3.43K
$636K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.87KNew |
$616K - $651K
|
3.87K
$717K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.92KNew |
$305K - $322K
|
1.92K
$355K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-774- 24.04% |
$123K - $130K
|
2.45K
$454K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.11K+ 80.13% |
$177K - $187K
|
2.49K
$463K
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-371K- 86.93% |
$59.1M - $62.5M
|
55.9K
$10.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 176.92% |
$3.66K - $3.87K
|
36
$6.68K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-136- 0.35% |
$21.7K - $22.9K
|
39K
$7.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
237New |
$37.7K - $39.9K
|
237
$44K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10.3K+ 249.13% |
$1.64M - $1.74M
|
14.5K
$2.68M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 10.4% |
$79.6K - $84.2K
|
4.31K
$800K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-480- 15.12% |
$76.4K - $80.8K
|
2.69K
$500K
|
|