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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
338+ 39.21% |
$45.2K - $53.5K
|
1.2K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.06K+ 46.7% |
$542K - $643K
|
12.7K
$2.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.31KNew |
$175K - $207K
|
1.31K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.06KNew |
$142K - $168K
|
1.06K
$196K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-6.3K- 65.89% |
$842K - $998K
|
3.26K
$605K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
4New |
$535 - $634
|
4
$742
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4K- 12.3% |
$1.66M - $1.97M
|
88.7K
$16.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-154- 33.85% |
$20.6K - $24.4K
|
301
$55.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.3KNew |
$174K - $206K
|
1.3K
$241K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-101- 2.47% |
$13.5K - $16K
|
3.99K
$741K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$8.55K - $10.1K
|
64
$11.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.29KNew |
$172K - $204K
|
1.29K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.3KNew |
$174K - $206K
|
1.3K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 1.16% |
$239K - $283K
|
156K
$28.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.67K+ 51.23% |
$357K - $424K
|
7.89K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
17.6KNew |
$2.35M - $2.79M
|
17.6K
$3.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110+ 215.69% |
$14.7K - $17.4K
|
161
$29.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
3.18KNew |
$425K - $504K
|
3.18K
$590K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-616- 8.04% |
$82.3K - $97.6K
|
7.05K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.15KNew |
$421K - $499K
|
3.15K
$584K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-400- 23.31% |
$53.5K - $63.4K
|
1.32K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2New |
$267 - $317
|
2
$371
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-11.4K- 56.02% |
$1.52M - $1.8M
|
8.92K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.33K- 49.26% |
$178K - $211K
|
1.37K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.28KNew |
$171K - $202K
|
1.28K
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.48K- 19.99% |
$332K - $393K
|
9.93K
$1.84M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.56KNew |
$743K - $881K
|
5.56K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
103+ 51.5% |
$13.8K - $16.3K
|
303
$56.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.77% |
$9.36K - $11.1K
|
1.93K
$358K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-155K- 87.12% |
$20.7M - $24.5M
|
22.9K
$4.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$689K - $816K
|
5.15K
$956K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
204+ 1.85% |
$27.3K - $32.3K
|
11.2K
$2.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.73K- 43.13% |
$364K - $432K
|
3.6K
$667K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.1K+ 62.8% |
$1.36M - $1.61M
|
26.3K
$4.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
280New |
$37.4K - $44.4K
|
280
$51.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-594- 14.81% |
$79.4K - $94.1K
|
3.42K
$634K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-29.4K- 46.29% |
$3.93M - $4.66M
|
34.1K
$6.33M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
570New |
$76.2K - $90.3K
|
570
$106K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 9.76% |
$8.02K - $9.5K
|
555
$103K
|
|
| Q3 2023 | |||||||
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.1K- 3.32% |
$1.99M - $2.19M
|
410K
$76.1M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
3.27KNew |
$461K - $507K
|
3.27K
$607K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-135- 26.73% |
$19K - $20.9K
|
370
$68.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150New |
$21.2K - $23.3K
|
150
$27.8K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.37KNew |
$193K - $212K
|
1.37K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.85K+ 64.22% |
$543K - $597K
|
9.85K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.64K- 68.94% |
$654K - $719K
|
2.09K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
56+ 0.45% |
$7.9K - $8.68K
|
12.5K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
27.2K+ 15.94% |
$3.83M - $4.21M
|
198K
$36.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10New |
$1.41K - $1.55K
|
10
$1.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.6KNew |
$7.13M - $7.84M
|
50.6K
$9.38M
|
|