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 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
686+ 16.45% |
$89.8K - $109K
|
4.86K
$893K
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-800Closed |
$105K - $127K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.38KClosed |
$181K - $220K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
933+ 1.51% |
$122K - $148K
|
62.7K
$11.5M
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.33KClosed |
$174K - $212K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.67KNew |
$544K - $603K
|
3.67K
$675K
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
237+ 18.84% |
$35.1K - $38.9K
|
1.5K
$275K
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.23KClosed |
$775K - $858K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-41- 18.98% |
$6.08K - $6.73K
|
175
$32.2K
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-2.28KClosed |
$338K - $375K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.24KClosed |
$184K - $204K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
96New |
$14.2K - $15.8K
|
96
$17.7K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-3.8KClosed |
$563K - $624K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5Closed |
$741 - $821
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5.18KNew |
$768K - $851K
|
5.18K
$952K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-12Closed |
$1.78K - $1.97K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
93New |
$13.8K - $15.3K
|
93
$17.1K
|
|
May 16, 2022
Q1 2022
|
Richmond Hill Investments, LLC
New York, NY |
SELL
|
- |
-26.4KClosed |
$3.91M - $4.33M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-900Closed |
$133K - $148K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-60.5KClosed |
$8.96M - $9.93M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
43+ 1.96% |
$6.38K - $7.06K
|
2.23K
$410K
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-125- 4.27% |
$18.5K - $20.5K
|
2.8K
$515K
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-12.7KClosed |
$1.88M - $2.09M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-241Closed |
$35.7K - $39.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20KClosed |
$2.97M - $3.28M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-57Closed |
$8.45K - $9.36K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.94KClosed |
$288K - $319K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-30KClosed |
$4.45M - $4.93M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-159Closed |
$23.6K - $26.1K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-570Closed |
$84.5K - $93.6K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.57KClosed |
$232K - $257K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-20KClosed |
$2.97M - $3.28M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.21KClosed |
$327K - $362K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.33KClosed |
$197K - $218K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.6KNew |
$237K - $263K
|
1.6K
$294K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-200Closed |
$29.7K - $32.8K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15Closed |
$2.22K - $2.46K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
228+ 16.78% |
$33.8K - $37.4K
|
1.59K
$292K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.2KClosed |
$326K - $361K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
73New |
$10.8K - $12K
|
73
$13.4K
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-67- 4.02% |
$9.93K - $11K
|
1.6K
$294K
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.56KClosed |
$380K - $420K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
85+ 10.63% |
$12.6K - $14K
|
885
$163K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.33K - $1.48K
|
9
$1.65K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-793- 22.54% |
$118K - $130K
|
2.73K
$501K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35Closed |
$5.19K - $5.75K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
227+ 1.15% |
$33.7K - $37.3K
|
19.9K
$3.66M
|
|
Q4 2021 | |||||||
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.07KNew |
$463K - $500K
|
3.07K
$564K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.19KClosed |
$180K - $194K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-21.9KClosed |
$3.3M - $3.57M
|
0
$0
|