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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
1.07K+ 1.13% |
$147K - $165K
|
95.7K
$17.8M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
846New |
$116K - $131K
|
846
$157K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
845+ 2.29% |
$116K - $131K
|
37.7K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
600+ 10.62% |
$82.4K - $93K
|
6.25K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
559New |
$76.8K - $86.6K
|
559
$104K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
354+ 6.21% |
$48.6K - $54.9K
|
6.05K
$1.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
246+ 6.11% |
$33.8K - $38.1K
|
4.27K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
195+ 45.99% |
$26.8K - $30.2K
|
619
$115K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
171+ 9.26% |
$23.5K - $26.5K
|
2.02K
$374K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
146New |
$20.1K - $22.6K
|
146
$27.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
116+ 1.44% |
$15.9K - $18K
|
8.17K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$18.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$18.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$18.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
69+ 0.13% |
$9.48K - $10.7K
|
54.9K
$10.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
66+ 1.26% |
$9.07K - $10.2K
|
5.31K
$986K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37New |
$5.08K - $5.73K
|
37
$6.86K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.4% |
$1.24K - $1.39K
|
2.27K
$421K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.68% |
$137 - $155
|
148
$27.5K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
323K+ 65.9% |
$41.4M - $48.2M
|
814K
$151M
|
|
|
Feb 14, 2023
Q4 2022
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
231KNew |
$29.6M - $34.4M
|
231K
$42.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
41.4K+ 189.46% |
$5.31M - $6.18M
|
63.3K
$11.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
41.2KNew |
$5.27M - $6.13M
|
41.2K
$7.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23K+ 294.23% |
$2.94M - $3.43M
|
30.8K
$5.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21.4K+ 32.03% |
$2.74M - $3.18M
|
88.1K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$2.45M - $2.86M
|
19.2K
$3.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
17KNew |
$2.18M - $2.54M
|
17K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.6KNew |
$1.74M - $2.02M
|
13.6K
$2.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.7K+ 19.44% |
$1.63M - $1.89M
|
78.1K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
10.9KNew |
$1.4M - $1.63M
|
10.9K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
10.1K+ 554.54% |
$1.3M - $1.51M
|
12K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.56KNew |
$1.22M - $1.42M
|
9.56K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.68KNew |
$983K - $1.14M
|
7.68K
$1.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
5.74KNew |
$735K - $856K
|
5.74K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.37K+ 2.25% |
$688K - $801K
|
245K
$45.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.91KNew |
$628K - $732K
|
4.91K
$911K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.01KNew |
$513K - $597K
|
4.01K
$744K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.22KNew |
$412K - $479K
|
3.22K
$596K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.21KNew |
$411K - $478K
|
3.21K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.01KNew |
$257K - $299K
|
2.01K
$373K
|
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.85KNew |
$237K - $276K
|
1.85K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.78K+ 95.18% |
$228K - $265K
|
3.65K
$676K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.64KNew |
$210K - $244K
|
1.64K
$304K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.6KNew |
$204K - $238K
|
1.6K
$296K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.51KNew |
$193K - $225K
|
1.51K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.5KNew |
$192K - $224K
|
1.5K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$186K - $216K
|
1.45K
$269K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.44KNew |
$184K - $215K
|
1.44K
$267K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.43KNew |
$183K - $213K
|
1.43K
$265K
|
|