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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.9KNew |
$3.68M - $4.05M
|
23.9K
$4.43M
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
100+ 0.72% |
$15.4K - $16.9K
|
14K
$2.6M
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.59KNew |
$244K - $269K
|
1.59K
$294K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 37.21% |
$2.46K - $2.71K
|
27
$5.01K
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.83KNew |
$1.05M - $1.16M
|
6.83K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
80KNew |
$12.3M - $13.5M
|
80K
$14.8M
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-275K- 69.21% |
$42.3M - $46.6M
|
122K
$22.7M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.93K- 16.1% |
$297K - $327K
|
10.1K
$1.87M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.75K- 17.41% |
$1.04M - $1.14M
|
32K
$5.94M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.58KNew |
$704K - $775K
|
4.58K
$849K
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
309+ 0.84% |
$47.5K - $52.3K
|
37.1K
$6.89M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-54.6K- 18.58% |
$8.4M - $9.24M
|
239K
$44.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 5.94% |
$2.02M - $2.22M
|
234K
$43.4M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
101New |
$15.5K - $17.1K
|
101
$18.7K
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
3.94KNew |
$607K - $668K
|
3.94K
$732K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$154K - $169K
|
1K
$186K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3- 0.19% |
$462 - $508
|
1.55K
$287K
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.65KNew |
$254K - $280K
|
1.65K
$306K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.1K+ 7.3% |
$785K - $864K
|
75K
$13.9M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$23.1K - $25.4K
|
150
$27.8K
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.7K+ 4.3% |
$724K - $797K
|
114K
$21.2M
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-199- 99.5% |
$30.6K - $33.7K
|
1
$186
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
409New |
$62.9K - $69.3K
|
409
$75.9K
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.32KNew |
$202K - $223K
|
1.32K
$244K
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
250KNew |
$38.5M - $42.3M
|
250K
$46.4M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
41.2K+ 12.1% |
$6.34M - $6.98M
|
382K
$70.9M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
61+ 4.49% |
$9.38K - $10.3K
|
1.42K
$263K
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$923 - $1.02K
|
2.82K
$523K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
32New |
$4.92K - $5.42K
|
32
$5.94K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
CALL |
-182K- 60.6% |
$28M - $30.8M
|
118K
$21.9M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-823- 27.78% |
$127K - $139K
|
2.14K
$397K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
369+ 1.77% |
$56.8K - $62.5K
|
21.2K
$3.94M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
100KNew |
$15.4M - $16.9M
|
100K
$18.6M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.76K+ 6.61% |
$424K - $467K
|
44.5K
$8.25M
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.48KNew |
$228K - $251K
|
1.48K
$275K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-9.85KClosed |
$1.51M - $1.67M
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
927+ 2.46% |
$143K - $157K
|
38.6K
$7.16M
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.99M- 36.46% |
$306M - $337M
|
3.46M
$642M
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.45KNew |
$223K - $246K
|
1.45K
$269K
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-110- 11.6% |
$16.9K - $18.6K
|
838
$155K
|
|
May 09, 2024
Q1 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
90.6KNew |
$13.9M - $15.3M
|
90.6K
$16.8M
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.37KNew |
$210K - $231K
|
1.37K
$253K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-570- 93.44% |
$87.7K - $96.5K
|
40
$7.42K
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10KNew |
$1.54M - $1.69M
|
10K
$1.86M
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-645- 31.54% |
$99.2K - $109K
|
1.4K
$260K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.88K- 4.15% |
$289K - $318K
|
43.5K
$8.06M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.05KNew |
$1.08M - $1.19M
|
7.05K
$1.31M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.15K- 5.01% |
$177K - $195K
|
21.8K
$4.04M
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
8.88KNew |
$1.37M - $1.5M
|
8.88K
$1.65M
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-256- 1.9% |
$39.4K - $43.4K
|
13.2K
$2.46M
|