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 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37New |
$5.08K - $5.73K
|
37
$6.67K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.4% |
$1.24K - $1.39K
|
2.27K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.68% |
$137 - $155
|
148
$26.7K
|
|
|
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
$147M
|
|
|
Feb 14, 2023
Q4 2022
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
231KNew |
$29.6M - $34.4M
|
231K
$41.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23K+ 294.23% |
$2.94M - $3.43M
|
30.8K
$5.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21.4K+ 32.03% |
$2.74M - $3.18M
|
88.1K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$2.45M - $2.86M
|
19.2K
$3.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
17KNew |
$2.18M - $2.54M
|
17K
$3.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.7K+ 19.44% |
$1.63M - $1.89M
|
78.1K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
10.9KNew |
$1.4M - $1.63M
|
10.9K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
10.1K+ 554.54% |
$1.3M - $1.51M
|
12K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.56KNew |
$1.22M - $1.42M
|
9.56K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.68KNew |
$983K - $1.14M
|
7.68K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.37K+ 2.25% |
$688K - $801K
|
245K
$44.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.91KNew |
$628K - $732K
|
4.91K
$885K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.01KNew |
$513K - $597K
|
4.01K
$722K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.22KNew |
$412K - $479K
|
3.22K
$579K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.21KNew |
$411K - $478K
|
3.21K
$578K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.01KNew |
$257K - $299K
|
2.01K
$362K
|
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.85KNew |
$237K - $276K
|
1.85K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.78K+ 95.18% |
$228K - $265K
|
3.65K
$657K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.64KNew |
$210K - $244K
|
1.64K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.6KNew |
$204K - $238K
|
1.6K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.51KNew |
$193K - $225K
|
1.51K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.5KNew |
$192K - $224K
|
1.5K
$270K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$186K - $216K
|
1.45K
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.44KNew |
$184K - $215K
|
1.44K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.43KNew |
$183K - $213K
|
1.43K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.42KNew |
$182K - $212K
|
1.42K
$256K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
879New |
$113K - $131K
|
879
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
407New |
$52.1K - $60.7K
|
407
$73.3K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
394New |
$50.4K - $58.7K
|
394
$71K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
258New |
$33K - $38.4K
|
258
$46.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
250New |
$32K - $37.3K
|
250
$45.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
200+ 5.71% |
$25.6K - $29.8K
|
3.7K
$667K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
188New |
$24.1K - $28K
|
188
$33.9K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
76New |
$9.73K - $11.3K
|
76
$13.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
53+ 2.25% |
$6.79K - $7.9K
|
2.41K
$434K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
21New |
$2.69K - $3.13K
|
21
$3.78K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
21KNew |
$2.67M - $3.2M
|
21K
$3.78M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
9.6KNew |
$1.22M - $1.46M
|
9.6K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.88K+ 21.35% |
$876K - $1.05M
|
39.1K
$7.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6.76KNew |
$860K - $1.03M
|
6.76K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.45KNew |
$312K - $373K
|
2.45K
$442K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.21KNew |
$281K - $337K
|
2.21K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2K+ 113.06% |
$255K - $305K
|
3.77K
$679K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.77K+ 2.33% |
$225K - $269K
|
77.6K
$14M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.34K+ 50.88% |
$170K - $204K
|
3.96K
$714K
|
|