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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.71KNew |
$1.19M - $1.31M
|
7.71K
$1.42M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.05KNew |
$1.08M - $1.19M
|
7.05K
$1.3M
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.83KNew |
$1.05M - $1.16M
|
6.83K
$1.26M
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.77KNew |
$887K - $977K
|
5.77K
$1.06M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.36KNew |
$824K - $907K
|
5.36K
$985K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.1K+ 7.3% |
$785K - $864K
|
75K
$13.8M
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.45KNew |
$685K - $754K
|
4.45K
$818K
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
3.94KNew |
$607K - $668K
|
3.94K
$725K
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.76K+ 6.61% |
$424K - $467K
|
44.5K
$8.17M
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.56KNew |
$394K - $434K
|
2.56K
$471K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.39KNew |
$367K - $404K
|
2.39K
$439K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.86K+ 3.88% |
$285K - $314K
|
49.6K
$9.13M
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.84KNew |
$282K - $311K
|
1.84K
$338K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.59KNew |
$244K - $269K
|
1.59K
$292K
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.58KNew |
$243K - $268K
|
1.58K
$291K
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.5KNew |
$230K - $253K
|
1.5K
$275K
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.45KNew |
$223K - $246K
|
1.45K
$267K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.35K+ 27.22% |
$208K - $229K
|
6.31K
$1.16M
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1.34KNew |
$206K - $227K
|
1.34K
$247K
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.32KNew |
$202K - $223K
|
1.32K
$242K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.23KNew |
$190K - $209K
|
1.23K
$227K
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.22KNew |
$188K - $207K
|
1.22K
$224K
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.21K+ 64.41% |
$186K - $205K
|
3.09K
$568K
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$185K - $204K
|
1.2K
$221K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.05KNew |
$161K - $177K
|
1.05K
$193K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
927+ 2.46% |
$143K - $157K
|
38.6K
$7.1M
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
691New |
$106K - $117K
|
691
$127K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
547+ 37.03% |
$84.2K - $92.6K
|
2.02K
$372K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
440New |
$67.7K - $74.5K
|
440
$80.9K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
437+ 21.02% |
$67.2K - $74K
|
2.52K
$463K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
409New |
$62.9K - $69.3K
|
409
$75.2K
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
400+ 17.02% |
$61.5K - $67.7K
|
2.75K
$506K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
369+ 1.77% |
$56.8K - $62.5K
|
21.2K
$3.91M
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
360+ 9.42% |
$55.4K - $61K
|
4.18K
$769K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
275New |
$42.3K - $46.6K
|
275
$50.6K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$23.1K - $25.4K
|
150
$27.6K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
94+ 1.78% |
$14.5K - $15.9K
|
5.38K
$989K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81New |
$12.5K - $13.7K
|
81
$14.9K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
49New |
$7.54K - $8.3K
|
49
$9.01K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
32New |
$4.92K - $5.42K
|
32
$5.88K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
29+ 24.58% |
$4.46K - $4.91K
|
147
$27K
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.68% |
$3.23K - $3.56K
|
3.12K
$574K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 2.51% |
$1.85K - $2.03K
|
490
$90.1K
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$923 - $1.02K
|
2.82K
$518K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Antara Capital LP
New York, NY |
BUY
|
CALL |
2MNew |
$267M - $317M
|
2M
$368M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
1.74MNew |
$233M - $276M
|
1.74M
$321M
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
901KNew |
$120M - $143M
|
901K
$166M
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
508KNew |
$67.8M - $80.4M
|
508K
$93.3M
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
421KNew |
$56.3M - $66.7M
|
421K
$77.4M
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
130KNew |
$17.4M - $20.6M
|
130K
$23.9M
|