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 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
528+ 24.24% |
$86K - $94.6K
|
2.71K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 7.48% |
$116K - $128K
|
10.3K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.54KNew |
$250K - $275K
|
1.54K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.56KNew |
$255K - $280K
|
1.56K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-156- 17.51% |
$25.4K - $27.9K
|
735
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
345+ 20.56% |
$56.2K - $61.8K
|
2.02K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.55KNew |
$253K - $278K
|
1.55K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-54- 0.7% |
$8.79K - $9.67K
|
7.69K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55- 5.29% |
$8.96K - $9.85K
|
985
$178K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.74% |
$163 - $179
|
136
$24.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3- 2.26% |
$488 - $537
|
130
$23.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$189K - $208K
|
1.16K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.35K+ 6.73% |
$382K - $420K
|
37.2K
$6.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
20.1KNew |
$3.28M - $3.61M
|
20.1K
$3.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8+ 0.18% |
$1.3K - $1.43K
|
4.48K
$812K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 7.41% |
$326 - $358
|
25
$4.53K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-281- 8.14% |
$45.8K - $50.3K
|
3.17K
$574K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$163 - $179
|
12.3K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24- 5.48% |
$3.91K - $4.3K
|
414
$75K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 2.31% |
$32.6K - $35.8K
|
8.44K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 2.06% |
$651 - $717
|
190
$34.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.26% |
$2.61K - $2.87K
|
6.03K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
156+ 2.44% |
$25.4K - $27.9K
|
6.55K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
182New |
$29.6K - $32.6K
|
182
$33K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 12.12% |
$651 - $717
|
29
$5.25K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
60+ 3.41% |
$9.77K - $10.7K
|
1.82K
$329K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-149- 2.56% |
$24.3K - $26.7K
|
5.67K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.29K+ 70.92% |
$536K - $590K
|
7.93K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-58.6K- 59.26% |
$9.54M - $10.5M
|
40.3K
$7.3M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.71KNew |
$278K - $306K
|
1.71K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-90- 6.04% |
$14.7K - $16.1K
|
1.4K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.92K- 6.94% |
$802K - $882K
|
66K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-29- 0.48% |
$4.72K - $5.2K
|
5.95K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-9.83K- 46.83% |
$1.6M - $1.76M
|
11.2K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-689- 36.51% |
$112K - $123K
|
1.2K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.95KNew |
$481K - $529K
|
2.95K
$535K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.3KNew |
$1.68M - $1.85M
|
10.3K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.14KNew |
$186K - $204K
|
1.14K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 0.38% |
$2.44K - $2.69K
|
3.95K
$715K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.05K- 26.19% |
$334K - $367K
|
5.78K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
37.9KNew |
$6.16M - $6.78M
|
37.9K
$6.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 3.0% |
$977 - $1.07K
|
206
$37.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.19KNew |
$193K - $213K
|
1.19K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Mad River Investors
|
SELL
|
- |
-118- 7.26% |
$19.2K - $21.1K
|
1.51K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.59K+ 54.91% |
$260K - $286K
|
4.5K
$814K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
154New |
$25.1K - $27.6K
|
154
$27.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-845- 39.9% |
$138K - $151K
|
1.27K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.2K- 58.83% |
$195K - $215K
|
839
$152K
|