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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
69+ 0.13% |
$9.48K - $10.7K
|
54.9K
$9.44M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
136KNew |
$18.7M - $21.1M
|
136K
$23.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$17.2K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.89K- 34.28% |
$242K - $281K
|
3.62K
$622K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-153- 29.14% |
$19.6K - $22.8K
|
372
$63.9K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
76New |
$9.73K - $11.3K
|
76
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.56KNew |
$1.22M - $1.42M
|
9.56K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
231KNew |
$29.6M - $34.4M
|
231K
$39.7M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
394New |
$50.4K - $58.7K
|
394
$67.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.5KNew |
$192K - $224K
|
1.5K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$2.45M - $2.86M
|
19.2K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23K+ 294.23% |
$2.94M - $3.43M
|
30.8K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-509K- 55.39% |
$65.2M - $75.9M
|
410K
$70.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.68KNew |
$983K - $1.14M
|
7.68K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
407New |
$52.1K - $60.7K
|
407
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
53+ 2.25% |
$6.79K - $7.9K
|
2.41K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
10.1K+ 554.54% |
$1.3M - $1.51M
|
12K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
258New |
$33K - $38.4K
|
258
$44.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5.4K- 14.87% |
$691K - $805K
|
30.9K
$5.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
10.9KNew |
$1.4M - $1.63M
|
10.9K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.78K+ 95.18% |
$228K - $265K
|
3.65K
$626K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.15K- 44.4% |
$787K - $917K
|
7.7K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
323K+ 65.9% |
$41.4M - $48.2M
|
814K
$140M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-11- 5.56% |
$1.41K - $1.64K
|
187
$32.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.6KNew |
$204K - $238K
|
1.6K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.01KNew |
$257K - $299K
|
2.01K
$345K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
17KNew |
$2.18M - $2.54M
|
17K
$2.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$186K - $216K
|
1.45K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.42KNew |
$182K - $212K
|
1.42K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.44KNew |
$184K - $215K
|
1.44K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-224K- 100.0% |
$28.7M - $33.4M
|
2
$344
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-567- 52.65% |
$72.6K - $84.5K
|
510
$87.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.51KNew |
$193K - $225K
|
1.51K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.64KNew |
$210K - $244K
|
1.64K
$281K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-6.04K- 10.85% |
$773K - $900K
|
49.6K
$8.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.43KNew |
$183K - $213K
|
1.43K
$246K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
188New |
$24.1K - $28K
|
188
$32.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
250New |
$32K - $37.3K
|
250
$43K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.37K+ 2.25% |
$688K - $801K
|
245K
$42M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-11.7K- 11.71% |
$1.49M - $1.74M
|
87.8K
$15.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.22KNew |
$412K - $479K
|
3.22K
$552K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
200+ 5.71% |
$25.6K - $29.8K
|
3.7K
$636K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.21KNew |
$411K - $478K
|
3.21K
$551K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-162- 1.14% |
$20.7K - $24.1K
|
14.1K
$2.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Penbrook Management LLC
|
SELL
|
- |
-650- 23.05% |
$83.2K - $96.9K
|
2.17K
$373K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.01KNew |
$513K - $597K
|
4.01K
$689K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21.4K+ 32.03% |
$2.74M - $3.18M
|
88.1K
$15.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-269- 56.51% |
$34.4K - $40.1K
|
207
$35.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.7K+ 19.44% |
$1.63M - $1.89M
|
78.1K
$13.4M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-421- 1.89% |
$53.9K - $62.7K
|
21.8K
$3.75M
|
|