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 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-361- 2.9% |
$58.8K - $64.7K
|
12.1K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
607+ 8.18% |
$98.8K - $109K
|
8.03K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$1.63M - $1.79M
|
10K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.5K- 1.98% |
$4.96M - $5.46M
|
1.5M
$272M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-218- 0.99% |
$35.5K - $39.1K
|
21.9K
$3.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.9K+ 4.18% |
$14.3M - $15.7M
|
2.19M
$397M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
12.2KNew |
$1.99M - $2.19M
|
12.2K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 6.5% |
$2.12K - $2.33K
|
213
$38.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.72KNew |
$1.42M - $1.56M
|
8.72K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
724+ 52.46% |
$118K - $130K
|
2.1K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.34KNew |
$218K - $240K
|
1.34K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
75+ 3.95% |
$12.2K - $13.4K
|
1.98K
$358K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
3+ 0.06% |
$488 - $537
|
4.7K
$851K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 4.61% |
$2.61K - $2.87K
|
363
$65.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1- 0.03% |
$163 - $179
|
3.56K
$644K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
90+ 0.22% |
$14.7K - $16.1K
|
41.8K
$7.57M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
16.2KNew |
$2.64M - $2.91M
|
16.2K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-726- 1.58% |
$118K - $130K
|
45.1K
$8.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$163 - $179
|
43.7K
$7.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$192K - $211K
|
1.18K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
8.99K+ 6.52% |
$1.46M - $1.61M
|
147K
$26.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
353+ 405.75% |
$57.5K - $63.2K
|
440
$79.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.51% |
$16.3K - $17.9K
|
2.75K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 3.91% |
$4.07K - $4.48K
|
615
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 2.38% |
$163 - $179
|
43
$7.79K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10- 0.09% |
$1.63K - $1.79K
|
11.6K
$2.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.76KNew |
$287K - $316K
|
1.76K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.36K+ 132.64% |
$873K - $960K
|
9.4K
$1.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
937+ 8.34% |
$153K - $168K
|
12.2K
$2.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.48KNew |
$241K - $266K
|
1.48K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
74+ 45.96% |
$12K - $13.3K
|
235
$42.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.06K- 24.9% |
$172K - $189K
|
3.18K
$576K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.48K- 71.52% |
$729K - $802K
|
1.78K
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
880New |
$143K - $158K
|
880
$159K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
166New |
$27K - $29.7K
|
166
$30.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.39% |
$814 - $896
|
1.28K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
78+ 1.43% |
$12.7K - $14K
|
5.55K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-19- 0.34% |
$3.09K - $3.4K
|
5.51K
$998K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-60- 3.46% |
$9.77K - $10.7K
|
1.67K
$303K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
121+ 4.1% |
$19.7K - $21.7K
|
3.07K
$556K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-396- 7.0% |
$64.5K - $70.9K
|
5.27K
$953K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
211+ 44.51% |
$34.4K - $37.8K
|
685
$124K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
425+ 6.24% |
$69.2K - $76.1K
|
7.24K
$1.31M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.31KNew |
$214K - $235K
|
1.31K
$238K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-5.29KClosed |
$842K - $890K
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.35% |
$2.23K - $2.36K
|
4.05K
$733K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-189- 10.48% |
$30.1K - $31.8K
|
1.62K
$292K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-594- 14.76% |
$94.6K - $100K
|
3.43K
$621K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.87KNew |
$616K - $651K
|
3.87K
$700K
|
|