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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-14.6K- 91.79% |
$2.33M - $2.46M
|
1.31K
$243K
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
132+ 2.2% |
$21K - $22.2K
|
6.13K
$1.14M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-898- 37.64% |
$143K - $151K
|
1.49K
$276K
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.06% |
$159 - $168
|
1.73K
$322K
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
100+ 7.29% |
$15.9K - $16.8K
|
1.47K
$273K
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.45KNew |
$230K - $244K
|
1.45K
$268K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-423- 45.34% |
$67.3K - $71.2K
|
510
$94.6K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-138- 61.88% |
$22K - $23.2K
|
85
$15.8K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
484New |
$77.1K - $81.5K
|
484
$89.8K
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.19K- 26.39% |
$189K - $200K
|
3.32K
$616K
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-173- 2.95% |
$27.5K - $29.1K
|
5.69K
$1.06M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-16- 1.04% |
$2.55K - $2.69K
|
1.52K
$282K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.39% |
$955 - $1.01K
|
1.53K
$283K
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-26- 0.43% |
$4.14K - $4.38K
|
6.07K
$1.13M
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8+ 36.36% |
$1.27K - $1.35K
|
30
$5.57K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.24KNew |
$198K - $209K
|
1.24K
$231K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.26KNew |
$359K - $380K
|
2.26K
$418K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-189- 5.36% |
$30.1K - $31.8K
|
3.34K
$620K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-40- 1.64% |
$6.37K - $6.73K
|
2.4K
$445K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-131- 4.47% |
$20.9K - $22.1K
|
2.8K
$520K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
904New |
$144K - $152K
|
904
$168K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$6.69K - $7.07K
|
42
$7.79K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
220+ 86.27% |
$35K - $37K
|
475
$88.1K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1New |
$159 - $168
|
1
$186
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.01K+ 29.05% |
$161K - $171K
|
4.5K
$835K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.03K+ 2243.48% |
$164K - $174K
|
1.08K
$200K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
85+ 151.79% |
$13.5K - $14.3K
|
141
$26.2K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-136- 1.34% |
$21.7K - $22.9K
|
9.99K
$1.85M
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 2.63% |
$796 - $842
|
185
$34.3K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-14- 5.05% |
$2.23K - $2.36K
|
263
$48.8K
|
|
Jul 22, 2024
Q2 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
43K+ 14.89% |
$6.85M - $7.24M
|
332K
$61.6M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
200+ 4.36% |
$31.8K - $33.7K
|
4.79K
$888K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.31KNew |
$686K - $725K
|
4.31K
$799K
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-50- 1.4% |
$7.96K - $8.42K
|
3.52K
$653K
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-440- 20.09% |
$70.1K - $74.1K
|
1.75K
$325K
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4+ 0.29% |
$637 - $673
|
1.37K
$254K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.38K- 6.33% |
$379K - $401K
|
35.2K
$6.53M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 5.92% |
$23.9K - $25.3K
|
2.68K
$498K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
220New |
$35K - $37K
|
220
$40.8K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 6.62% |
$23.9K - $25.3K
|
2.12K
$392K
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-309- 13.33% |
$49.2K - $52K
|
2.01K
$373K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
701New |
$112K - $118K
|
701
$130K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.12KNew |
$338K - $357K
|
2.12K
$393K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6+ 5.71% |
$955 - $1.01K
|
111
$20.6K
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-94.1K- 72.77% |
$15M - $15.8M
|
35.2K
$6.53M
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
298+ 23.71% |
$47.4K - $50.2K
|
1.56K
$288K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-100- 5.56% |
$15.9K - $16.8K
|
1.7K
$315K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.49K+ 13.36% |
$715K - $757K
|
38.1K
$7.07M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-168- 10.43% |
$26.7K - $28.3K
|
1.44K
$268K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-90- 6.04% |
$14.3K - $15.2K
|
1.4K
$260K
|