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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.46KNew |
$237K - $261K
|
1.46K
$270K
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
208+ 4.4% |
$33.9K - $37.3K
|
4.94K
$916K
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
41.4KNew |
$6.74M - $7.42M
|
41.4K
$7.68M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
43New |
$7K - $7.7K
|
43
$7.98K
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-4- 0.14% |
$651 - $717
|
2.94K
$545K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.28K+ 8.39% |
$1.02M - $1.12M
|
81K
$15M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
4.06K+ 2.6% |
$661K - $728K
|
160K
$29.7M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
609+ 44.81% |
$99.2K - $109K
|
1.97K
$365K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
63+ 7.43% |
$10.3K - $11.3K
|
911
$169K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
645+ 8.71% |
$105K - $116K
|
8.05K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.93K- 9.89% |
$476K - $524K
|
26.6K
$4.94M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1+ 0.07% |
$163 - $179
|
1.49K
$276K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.22K+ 145.59% |
$1.01M - $1.11M
|
10.5K
$1.95M
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
420+ 18.88% |
$68.4K - $75.2K
|
2.65K
$491K
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.3K+ 59.97% |
$212K - $233K
|
3.47K
$643K
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
6.25K+ 73.27% |
$1.02M - $1.12M
|
14.8K
$2.74M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.35K+ 1.56% |
$545K - $599K
|
218K
$40.5M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
228K+ 95.42% |
$37.2M - $40.9M
|
467K
$86.7M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$222K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.28KNew |
$1.18M - $1.3M
|
7.28K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-642- 4.77% |
$105K - $115K
|
12.8K
$2.38M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-95- 43.18% |
$15.5K - $17K
|
125
$23.2K
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-74- 5.47% |
$12K - $13.3K
|
1.28K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
199K+ 10.55% |
$32.4M - $35.6M
|
2.08M
$386M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
674+ 3.34% |
$110K - $121K
|
20.9K
$3.87M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-978- 17.88% |
$159K - $175K
|
4.49K
$834K
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-8.03K- 13.72% |
$1.31M - $1.44M
|
50.5K
$9.37M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.35KNew |
$219K - $241K
|
1.35K
$250K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27.7K+ 11.38% |
$4.5M - $4.95M
|
271K
$50.2M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
36.1KNew |
$5.89M - $6.48M
|
36.1K
$6.71M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.38% |
$5.7K - $6.27K
|
9.2K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
510+ 2.81% |
$83K - $91.4K
|
18.7K
$3.46M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.16K- 0.63% |
$1M - $1.1M
|
966K
$179M
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-17.1K- 28.73% |
$2.78M - $3.06M
|
42.4K
$7.86M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
662+ 46.88% |
$108K - $119K
|
2.07K
$385K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.22K+ 80.93% |
$849K - $934K
|
11.7K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.63K+ 9.58% |
$427K - $470K
|
30K
$5.57M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-110- 3.91% |
$17.9K - $19.7K
|
2.71K
$502K
|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
17.2KNew |
$2.8M - $3.08M
|
17.2K
$3.19M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.93KNew |
$1.13M - $1.24M
|
6.93K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10.4KNew |
$1.7M - $1.87M
|
10.4K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 18.31% |
$1.96M - $2.16M
|
77.9K
$14.4M
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
21.6K+ 889.29% |
$3.51M - $3.87M
|
24K
$4.45M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.1K- 30.33% |
$830K - $913K
|
11.7K
$2.17M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
18.2K+ 1267.13% |
$2.96M - $3.26M
|
19.6K
$3.64M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
92.6K+ 31.78% |
$15.1M - $16.6M
|
384K
$71.2M
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3K+ 704.23% |
$488K - $537K
|
3.43K
$636K
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.21K+ 0.45% |
$196K - $216K
|
267K
$49.5M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.81M+ 8.81% |
$295M - $324M
|
22.3M
$4.15B
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.17KNew |
$191K - $210K
|
1.17K
$217K
|