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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.28KNew |
$171K - $202K
|
1.28K
$219K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.48K- 19.99% |
$332K - $393K
|
9.93K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
103+ 51.5% |
$13.8K - $16.3K
|
303
$52.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-155K- 87.12% |
$20.7M - $24.5M
|
22.9K
$3.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$689K - $816K
|
5.15K
$885K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
204+ 1.85% |
$27.3K - $32.3K
|
11.2K
$1.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.73K- 43.13% |
$364K - $432K
|
3.6K
$618K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.1K+ 62.8% |
$1.36M - $1.61M
|
26.3K
$4.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
280New |
$37.4K - $44.4K
|
280
$48.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-594- 14.81% |
$79.4K - $94.1K
|
3.42K
$587K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-29.4K- 46.29% |
$3.93M - $4.66M
|
34.1K
$5.86M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
570New |
$76.2K - $90.3K
|
570
$97.9K
|
|
| Q3 2023 | |||||||
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.1K- 3.32% |
$1.99M - $2.19M
|
410K
$70.5M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
3.27KNew |
$461K - $507K
|
3.27K
$562K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-135- 26.73% |
$19K - $20.9K
|
370
$63.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150New |
$21.2K - $23.3K
|
150
$25.8K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.37KNew |
$193K - $212K
|
1.37K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.85K+ 64.22% |
$543K - $597K
|
9.85K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
56+ 0.45% |
$7.9K - $8.68K
|
12.5K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
27.2K+ 15.94% |
$3.83M - $4.21M
|
198K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10New |
$1.41K - $1.55K
|
10
$1.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.6KNew |
$7.13M - $7.84M
|
50.6K
$8.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
6KNew |
$846K - $930K
|
6K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.4K+ 136.0% |
$480K - $527K
|
5.9K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
159KNew |
$22.4M - $24.7M
|
159K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
15.8KNew |
$2.23M - $2.45M
|
15.8K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
72.3K+ 37.88% |
$10.2M - $11.2M
|
263K
$45.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
127KNew |
$17.9M - $19.7M
|
127K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$242K - $266K
|
1.72K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.73KNew |
$244K - $269K
|
1.73K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
269New |
$37.9K - $41.7K
|
269
$46.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
17KNew |
$2.4M - $2.64M
|
17K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-26- 0.27% |
$3.67K - $4.03K
|
9.45K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-10.6K- 98.52% |
$1.5M - $1.65M
|
160
$27.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
98New |
$13.8K - $15.2K
|
98
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-190- 21.79% |
$26.8K - $29.5K
|
682
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-337- 10.09% |
$47.5K - $52.2K
|
3K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-616- 8.04% |
$86.9K - $95.5K
|
7.05K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43KNew |
$6.06M - $6.66M
|
43K
$7.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
301+ 9.51% |
$42.5K - $46.7K
|
3.47K
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-15K- 16.67% |
$2.12M - $2.33M
|
75K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.9K+ 188.31% |
$409K - $450K
|
4.44K
$763K
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-156K- 5.3% |
$22M - $24.1M
|
2.78M
$478M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-530- 1.03% |
$74.8K - $82.2K
|
50.7K
$8.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
10+ 333.33% |
$1.41K - $1.55K
|
13
$2.23K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.3KNew |
$2.29M - $2.52M
|
16.3K
$2.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
1.5K+ 12.1% |
$212K - $233K
|
13.9K
$2.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-548- 22.19% |
$77.3K - $84.9K
|
1.92K
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.5K+ 1.59% |
$1.91M - $2.1M
|
863K
$148M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3New |
$423 - $465
|
3
$515
|
|