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 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
14.8K+ 480.72% |
$2.09M - $2.29M
|
17.9K
$3.23M
|
|
Oct 26, 2023
Q3 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
3.69K+ 47.65% |
$521K - $573K
|
11.4K
$2.07M
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1- 0.06% |
$141 - $155
|
1.61K
$291K
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.41K+ 2.93% |
$199K - $219K
|
49.5K
$8.96M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7- 0.41% |
$987 - $1.09K
|
1.69K
$305K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-20- 1.2% |
$2.82K - $3.1K
|
1.64K
$297K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-198- 9.08% |
$27.9K - $30.7K
|
1.98K
$359K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
43New |
$6.06K - $6.67K
|
43
$7.79K
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-465- 3.72% |
$65.6K - $72.1K
|
12K
$2.18M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
102New |
$14.4K - $15.8K
|
102
$18.5K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.13K- 15.64% |
$159K - $175K
|
6.08K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-89.1K- 97.0% |
$12.6M - $13.8M
|
2.75K
$498K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
148+ 4.96% |
$20.9K - $22.9K
|
3.13K
$567K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-767- 31.73% |
$108K - $119K
|
1.65K
$299K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
667+ 25.21% |
$94.1K - $103K
|
3.31K
$600K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
650New |
$91.7K - $101K
|
650
$118K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.32K+ 90.41% |
$327K - $360K
|
4.89K
$885K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
88New |
$12.4K - $13.6K
|
88
$15.9K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-51- 33.33% |
$7.19K - $7.91K
|
102
$18.5K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.92K- 77.2% |
$835K - $918K
|
1.75K
$317K
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.07KNew |
$292K - $321K
|
2.07K
$375K
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
11.5KNew |
$1.62M - $1.78M
|
11.5K
$2.08M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
362+ 6.44% |
$51.1K - $56.1K
|
5.98K
$1.08M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
531New |
$74.9K - $82.3K
|
531
$96.1K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.75% |
$141 - $155
|
58
$10.5K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.92K- 7.24% |
$270K - $297K
|
24.5K
$4.44M
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
42KNew |
$5.92M - $6.51M
|
42K
$7.6M
|
|
Q2 2023 | |||||||
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
108New |
$15.1K - $16.2K
|
108
$19.6K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$332K - $356K
|
2.38K
$430K
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-148- 53.62% |
$20.7K - $22.1K
|
128
$23.2K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.6K- 29.33% |
$2.87M - $3.08M
|
49.6K
$8.98M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.54KNew |
$494K - $530K
|
3.54K
$641K
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.8KNew |
$2.21M - $2.36M
|
15.8K
$2.86M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
232+ 178.46% |
$32.4K - $34.7K
|
362
$65.5K
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
3.4KNew |
$475K - $509K
|
3.4K
$616K
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
6.56KNew |
$916K - $982K
|
6.56K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-620- 2.58% |
$86.6K - $92.8K
|
23.4K
$4.24M
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
59KNew |
$8.24M - $8.83M
|
59K
$10.7M
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$232K - $249K
|
1.66K
$301K
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
55KNew |
$7.68M - $8.23M
|
55K
$9.96M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-45- 13.31% |
$6.28K - $6.73K
|
293
$53.1K
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
55KNew |
$7.68M - $8.23M
|
55K
$9.96M
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
8.7K+ 9.87% |
$1.21M - $1.3M
|
96.9K
$17.5M
|
|
Aug 14, 2023
Q2 2023
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
410KNew |
$57.3M - $61.4M
|
410K
$74.3M
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.36K- 24.57% |
$609K - $653K
|
13.4K
$2.42M
|
|
Aug 14, 2023
Q2 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
CALL |
225KNew |
$31.4M - $33.7M
|
225K
$40.7M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.05K+ 43.62% |
$845K - $905K
|
19.9K
$3.61M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10+ 76.92% |
$1.4K - $1.5K
|
23
$4.16K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.79K+ 6.81% |
$669K - $717K
|
75.1K
$13.6M
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
5KNew |
$698K - $748K
|
5K
$905K
|