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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.69KClosed |
$242K - $258K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-490Closed |
$70.1K - $74.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
79.9KNew |
$11.4M - $12.2M
|
79.9K
$14.5M
|
|
|
Jul 15, 2021
Q2 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.7KNew |
$244K - $259K
|
1.7K
$308K
|
|
|
Jul 07, 2021
Q2 2021
|
Arlington Partners LLC
|
SELL
|
- |
-1.24KClosed |
$177K - $188K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-539Closed |
$67.8K - $77K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.58KClosed |
$198K - $225K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-539Closed |
$67.8K - $77K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.34KClosed |
$420K - $477K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-159Closed |
$20K - $22.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4Closed |
$503 - $571
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-117KClosed |
$14.7M - $16.7M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-146KClosed |
$18.3M - $20.8M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-20.8KClosed |
$2.61M - $2.97M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-100Closed |
$12.6K - $14.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-821Closed |
$103K - $117K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-31.2KClosed |
$3.92M - $4.46M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
130KNew |
$16.3M - $18.6M
|
130K
$23.5M
|
|
|
May 06, 2021
Q1 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.8KClosed |
$352K - $400K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.62KClosed |
$580K - $659K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$44K - $50K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-290Closed |
$36.5K - $41.4K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-4Closed |
$503 - $571
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-7.4KClosed |
$930K - $1.06M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-110Closed |
$13.8K - $15.7K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-859Closed |
$108K - $123K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6.19KClosed |
$777K - $883K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.52KNew |
$190K - $216K
|
1.52K
$274K
|
|
|
Apr 14, 2021
Q1 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-18Closed |
$2.26K - $2.57K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.85KNew |
$304K - $363K
|
2.85K
$516K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
6KNew |
$641K - $765K
|
6K
$1.09M
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-210Closed |
$22.4K - $26.8K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-19Closed |
$2.03K - $2.42K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-11.9KClosed |
$1.28M - $1.52M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
8.05KNew |
$859K - $1.03M
|
8.05K
$1.46M
|
|
|
Feb 12, 2021
Q4 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3KClosed |
$320K - $383K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
PUT |
-1.64KClosed |
$175K - $209K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Hourglass Capital, LLC
|
SELL
|
- |
-30KClosed |
$3.2M - $3.83M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-31.3KClosed |
$3.34M - $3.99M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
3KNew |
$320K - $383K
|
3K
$543K
|
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1New |
$107 - $128
|
1
$181
|
|
|
Feb 04, 2021
Q4 2020
|
Salomon & Ludwin, LLC
|
SELL
|
PUT |
-5KClosed |
$534K - $638K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
149New |
$15.9K - $19K
|
149
$27K
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-351Closed |
$37.5K - $44.8K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Garrison Asset Management, LLC
|
SELL
|
- |
-5.33KClosed |
$569K - $679K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-262- 6.82% |
$28K - $33.4K
|
3.58K
$648K
|
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-20Closed |
$2.14K - $2.55K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$128K - $153K
|
1.2K
$217K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-242Closed |
$24.3K - $27.6K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-20Closed |
$2.01K - $2.28K
|
0
$0
|
|