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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
3.4KNew |
$475K - $509K
|
3.4K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
684KNew |
$95.5M - $102M
|
684K
$124M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
44.5K+ 8.45% |
$6.21M - $6.66M
|
571K
$103M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-13- 1.26% |
$1.81K - $1.95K
|
1.02K
$185K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-546- 8.9% |
$76.2K - $81.7K
|
5.59K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-299K- 51.4% |
$41.7M - $44.7M
|
282K
$51.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.5K- 2.21% |
$209K - $224K
|
66.2K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 4.22% |
$383K - $411K
|
67.8K
$12.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
635New |
$88.7K - $95K
|
635
$115K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$140 - $150
|
351
$63.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.2K- 79.02% |
$2.68M - $2.87M
|
5.09K
$922K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-26- 0.39% |
$3.63K - $3.89K
|
6.6K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-168- 8.96% |
$23.5K - $25.1K
|
1.71K
$309K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.69KNew |
$236K - $253K
|
1.69K
$306K
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-400- 44.44% |
$55.8K - $59.9K
|
500
$90.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.41KNew |
$197K - $211K
|
1.41K
$256K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-72- 3.64% |
$10.1K - $10.8K
|
1.91K
$345K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.23KNew |
$450K - $483K
|
3.23K
$584K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.48K- 2.41% |
$1.04M - $1.12M
|
303K
$54.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-430- 2.08% |
$60K - $64.3K
|
20.2K
$3.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.62KNew |
$784K - $840K
|
5.62K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-507- 4.47% |
$70.8K - $75.9K
|
10.8K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-63.8K- 46.4% |
$8.91M - $9.55M
|
73.7K
$13.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.25KNew |
$314K - $337K
|
2.25K
$408K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
231+ 6.1% |
$32.2K - $34.6K
|
4.02K
$728K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
107KNew |
$14.9M - $16M
|
107K
$19.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
8.47KNew |
$1.18M - $1.27M
|
8.47K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.79KNew |
$250K - $268K
|
1.79K
$325K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-255- 6.22% |
$35.6K - $38.2K
|
3.84K
$696K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-59- 28.92% |
$8.24K - $8.83K
|
145
$26.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.36K- 52.86% |
$329K - $353K
|
2.1K
$381K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
456+ 5.07% |
$63.7K - $68.2K
|
9.45K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.36K- 52.86% |
$329K - $353K
|
2.1K
$381K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-475- 82.32% |
$66.3K - $71.1K
|
102
$18.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.48KNew |
$346K - $370K
|
2.48K
$448K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
276K+ 1026.31% |
$38.5M - $41.3M
|
303K
$54.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.26K- 70.48% |
$455K - $488K
|
1.37K
$247K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.2KNew |
$1M - $1.08M
|
7.2K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-153- 6.38% |
$21.4K - $22.9K
|
2.24K
$406K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.42KNew |
$198K - $212K
|
1.42K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.64KNew |
$787K - $844K
|
5.64K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.48KNew |
$207K - $222K
|
1.48K
$269K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 46.02% |
$372K - $399K
|
3.13K
$567K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$140K - $150K
|
1K
$181K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 37.74% |
$14K - $15K
|
165
$29.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$188K - $202K
|
1.35K
$244K
|
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
BUY
|
- |
3.25KNew |
$454K - $486K
|
3.25K
$589K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20New |
$2.79K - $2.99K
|
20
$3.62K
|
|
| Q1 2023 | |||||||
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-678Closed |
$93.1K - $105K
|
0
$0
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37New |
$5.08K - $5.73K
|
37
$6.7K
|
|