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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.8KNew |
$2.21M - $2.36M
|
15.8K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
8.7K+ 9.87% |
$1.21M - $1.3M
|
96.9K
$18M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
8.47KNew |
$1.18M - $1.27M
|
8.47K
$1.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.2KNew |
$1M - $1.08M
|
7.2K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
6.56KNew |
$916K - $982K
|
6.56K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.05K+ 43.62% |
$845K - $905K
|
19.9K
$3.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.64KNew |
$787K - $844K
|
5.64K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.62KNew |
$784K - $840K
|
5.62K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
5KNew |
$698K - $748K
|
5K
$928K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.79K+ 6.81% |
$669K - $717K
|
75.1K
$13.9M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.54KNew |
$494K - $530K
|
3.54K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
3.4KNew |
$475K - $509K
|
3.4K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
3.4KNew |
$475K - $509K
|
3.4K
$631K
|
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
BUY
|
- |
3.25KNew |
$454K - $486K
|
3.25K
$603K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.23KNew |
$450K - $483K
|
3.23K
$599K
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 4.22% |
$383K - $411K
|
67.8K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.48KNew |
$346K - $370K
|
2.48K
$459K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$332K - $356K
|
2.38K
$441K
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.25KNew |
$314K - $337K
|
2.25K
$418K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.79KNew |
$250K - $268K
|
1.79K
$333K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.69KNew |
$236K - $253K
|
1.69K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$232K - $249K
|
1.66K
$309K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.48KNew |
$207K - $222K
|
1.48K
$275K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.42KNew |
$198K - $212K
|
1.42K
$263K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.41KNew |
$197K - $211K
|
1.41K
$262K
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$188K - $202K
|
1.35K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$140K - $150K
|
1K
$186K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
635New |
$88.7K - $95K
|
635
$118K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
456+ 5.07% |
$63.7K - $68.2K
|
9.45K
$1.75M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
232+ 178.46% |
$32.4K - $34.7K
|
362
$67.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
231+ 6.1% |
$32.2K - $34.6K
|
4.02K
$745K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
108New |
$15.1K - $16.2K
|
108
$20K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20New |
$2.79K - $2.99K
|
20
$3.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10+ 76.92% |
$1.4K - $1.5K
|
23
$4.27K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$140 - $150
|
351
$65.1K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
467KNew |
$64.1M - $72.4M
|
467K
$86.6M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
264KNew |
$36.3M - $40.9M
|
264K
$49M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
136KNew |
$18.7M - $21.1M
|
136K
$25.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
71.1KNew |
$9.76M - $11M
|
71.1K
$13.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
67.5K+ 583.71% |
$9.27M - $10.5M
|
79.1K
$14.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
57.8K+ 194.16% |
$7.94M - $8.96M
|
87.6K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
50KNew |
$6.87M - $7.75M
|
50K
$9.28M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
35.8KNew |
$4.92M - $5.55M
|
35.8K
$6.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
13.1KNew |
$1.8M - $2.03M
|
13.1K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.7KNew |
$1.61M - $1.81M
|
11.7K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.5KNew |
$1.17M - $1.32M
|
8.5K
$1.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
7.45KNew |
$1.02M - $1.15M
|
7.45K
$1.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
4.41K+ 14.76% |
$606K - $684K
|
34.3K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.24KNew |
$445K - $502K
|
3.24K
$601K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.73KNew |
$375K - $423K
|
2.73K
$506K
|
|