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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.42KNew |
$182K - $212K
|
1.42K
$264K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
879New |
$113K - $131K
|
879
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
575New |
$73.6K - $85.7K
|
575
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
407New |
$52.1K - $60.7K
|
407
$75.5K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
394New |
$50.4K - $58.7K
|
394
$73.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
326New |
$41.7K - $48.6K
|
326
$60.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
258New |
$33K - $38.4K
|
258
$47.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
250New |
$32K - $37.3K
|
250
$46.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
200+ 5.71% |
$25.6K - $29.8K
|
3.7K
$686K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
188New |
$24.1K - $28K
|
188
$34.9K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
76New |
$9.73K - $11.3K
|
76
$14.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
53+ 2.25% |
$6.79K - $7.9K
|
2.41K
$447K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
21New |
$2.69K - $3.13K
|
21
$3.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
21KNew |
$2.67M - $3.2M
|
21K
$3.9M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
9.6KNew |
$1.22M - $1.46M
|
9.6K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.88K+ 21.35% |
$876K - $1.05M
|
39.1K
$7.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6.76KNew |
$860K - $1.03M
|
6.76K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.45KNew |
$312K - $373K
|
2.45K
$455K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.21KNew |
$281K - $337K
|
2.21K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2K+ 113.06% |
$255K - $305K
|
3.77K
$699K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.77K+ 2.33% |
$225K - $269K
|
77.6K
$14.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.34K+ 50.88% |
$170K - $204K
|
3.96K
$735K
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.11K+ 9.33% |
$142K - $169K
|
13K
$2.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
625New |
$79.6K - $95.2K
|
625
$116K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
500New |
$63.6K - $76.2K
|
500
$92.8K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
415+ 5.5% |
$52.8K - $63.2K
|
7.97K
$1.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
378+ 8.75% |
$48.1K - $57.6K
|
4.7K
$872K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
342New |
$43.5K - $52.1K
|
342
$63.5K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
320New |
$40.7K - $48.8K
|
320
$59.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
255New |
$32.5K - $38.9K
|
255
$47.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
150New |
$19.1K - $22.9K
|
150
$27.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
109+ 12.46% |
$13.9K - $16.6K
|
984
$183K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
82New |
$10.4K - $12.5K
|
82
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
77New |
$9.8K - $11.7K
|
77
$14.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
77New |
$9.8K - $11.7K
|
77
$14.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
62+ 0.49% |
$7.89K - $9.45K
|
12.8K
$2.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
54New |
$6.87K - $8.23K
|
54
$10K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$5.09K - $6.1K
|
40
$7.42K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
15+ 5.12% |
$1.91K - $2.29K
|
308
$57.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
2+ 0.05% |
$255 - $305
|
4.08K
$756K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
37.6KNew |
$4.92M - $5.97M
|
37.6K
$6.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
37.2KNew |
$4.87M - $5.92M
|
37.2K
$6.91M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
24.9KNew |
$3.26M - $3.96M
|
24.9K
$4.63M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
13KNew |
$1.7M - $2.07M
|
13K
$2.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.23K+ 32.59% |
$1.08M - $1.31M
|
33.5K
$6.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.39KNew |
$705K - $857K
|
5.39K
$1M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.1KNew |
$668K - $811K
|
5.1K
$947K
|
|