Latest Institutional Purchases of Invesco S&P 500 Equal Weight E (RSP)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight E (RSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
659+ 44.23% |
$107K - $118K
|
2.15K
$389K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
654New |
$106K - $117K
|
654
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
652+ 1.13% |
$106K - $117K
|
58.5K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
645+ 8.71% |
$105K - $116K
|
8.05K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
632+ 2.08% |
$103K - $113K
|
31K
$5.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
630+ 4.42% |
$103K - $113K
|
14.9K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
617+ 4.21% |
$100K - $111K
|
15.3K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
614New |
$100K - $110K
|
614
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
609+ 44.81% |
$99.2K - $109K
|
1.97K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
608+ 2.69% |
$99K - $109K
|
23.2K
$4.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
607+ 8.18% |
$98.8K - $109K
|
8.03K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
599+ 4.28% |
$97.5K - $107K
|
14.6K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
596+ 0.84% |
$97K - $107K
|
71.4K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
588+ 5.95% |
$95.7K - $105K
|
10.5K
$1.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
575+ 3.26% |
$93.6K - $103K
|
18.2K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
566+ 2.68% |
$92.2K - $101K
|
21.7K
$3.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
563+ 1.94% |
$91.7K - $101K
|
29.6K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
560New |
$91.2K - $100K
|
560
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
551+ 26.53% |
$89.7K - $98.7K
|
2.63K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
550+ 17.79% |
$89.6K - $98.5K
|
3.64K
$659K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
549+ 12.73% |
$89.4K - $98.4K
|
4.86K
$880K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
549+ 24.32% |
$89.4K - $98.4K
|
2.81K
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
543+ 15.23% |
$88.4K - $97.3K
|
4.11K
$744K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
536+ 4.39% |
$87.3K - $96K
|
12.7K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
531+ 2.8% |
$86.5K - $95.1K
|
19.5K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
529+ 32.45% |
$86.1K - $94.8K
|
2.16K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
528+ 24.24% |
$86K - $94.6K
|
2.71K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
510+ 2.81% |
$83K - $91.4K
|
18.7K
$3.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
502+ 3.87% |
$81.7K - $89.9K
|
13.5K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
495+ 15.88% |
$80.6K - $88.7K
|
3.61K
$654K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
494+ 8.1% |
$80.4K - $88.5K
|
6.59K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
490+ 3.55% |
$79.8K - $87.8K
|
14.3K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
485+ 8.12% |
$79K - $86.9K
|
6.46K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
484+ 9.91% |
$78.8K - $86.7K
|
5.37K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
483+ 1.2% |
$78.6K - $86.5K
|
40.7K
$7.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
473+ 4.42% |
$77K - $84.7K
|
11.2K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
469+ 13.37% |
$76.4K - $84K
|
3.98K
$720K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
467+ 34.39% |
$76K - $83.7K
|
1.83K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
466+ 4.0% |
$75.9K - $83.5K
|
12.1K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
465+ 3.15% |
$75.7K - $83.3K
|
15.2K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
465+ 47.11% |
$75.7K - $83.3K
|
1.45K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
458+ 2.29% |
$74.6K - $82.1K
|
20.4K
$3.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
452+ 0.68% |
$73.6K - $81K
|
67.2K
$12.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
430+ 0.39% |
$70K - $77K
|
112K
$20.2M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
430+ 31.83% |
$70K - $77K
|
1.78K
$322K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
426+ 34.86% |
$69.4K - $76.3K
|
1.65K
$298K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
425+ 6.24% |
$69.2K - $76.1K
|
7.24K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
423+ 15.72% |
$68.9K - $75.8K
|
3.11K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
420+ 18.88% |
$68.4K - $75.2K
|
2.65K
$479K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
414+ 48.14% |
$67.4K - $74.2K
|
1.27K
$231K
|