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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.53K+ 3.49% |
$412K - $454K
|
75.2K
$13.6M
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.51KNew |
$409K - $450K
|
2.51K
$455K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.5K+ 19.01% |
$407K - $448K
|
15.7K
$2.84M
|
|
Nov 14, 2024
Q3 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
2.5K+ 7.25% |
$407K - $448K
|
37K
$6.7M
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.5K+ 50.0% |
$407K - $448K
|
7.5K
$1.36M
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
BUY
|
- |
2.5K+ 8.89% |
$407K - $448K
|
30.6K
$5.54M
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
2.5K+ 78.82% |
$407K - $447K
|
5.67K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.48K+ 1.67% |
$404K - $445K
|
151K
$27.4M
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 7.53% |
$403K - $444K
|
35.4K
$6.4M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.47K+ 6.71% |
$402K - $443K
|
39.3K
$7.11M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.44KNew |
$397K - $436K
|
2.44K
$441K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 1.68% |
$395K - $435K
|
147K
$26.5M
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2.4K+ 28.83% |
$391K - $430K
|
10.7K
$1.94M
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
2.39K+ 17.83% |
$389K - $428K
|
15.8K
$2.86M
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.37K+ 26.43% |
$386K - $425K
|
11.4K
$2.06M
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
2.36KNew |
$385K - $424K
|
2.36K
$428K
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.36KNew |
$384K - $423K
|
2.36K
$428K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.35K+ 6.73% |
$382K - $420K
|
37.2K
$6.74M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.34K+ 1.34% |
$381K - $420K
|
177K
$32.1M
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$372K - $410K
|
2.29K
$414K
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.25K+ 10.32% |
$366K - $403K
|
24K
$4.35M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.24K+ 4.78% |
$365K - $401K
|
49.1K
$8.9M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.21K+ 19.52% |
$360K - $396K
|
13.5K
$2.45M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.21K+ 1.71% |
$359K - $395K
|
131K
$23.7M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.2K+ 3.58% |
$359K - $395K
|
63.8K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.2K+ 5.71% |
$358K - $393K
|
40.7K
$7.36M
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.17K+ 8.21% |
$354K - $389K
|
28.6K
$5.19M
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.16K+ 47.41% |
$352K - $388K
|
6.73K
$1.22M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.13K+ 8.35% |
$347K - $382K
|
27.7K
$5.01M
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.13KNew |
$347K - $381K
|
2.13K
$385K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.11K+ 40.71% |
$343K - $378K
|
7.29K
$1.32M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.11K+ 67.17% |
$343K - $377K
|
5.24K
$950K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.1K+ 3.79% |
$342K - $376K
|
57.5K
$10.4M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.09K+ 50.01% |
$340K - $374K
|
6.25K
$1.13M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.08K+ 25.78% |
$339K - $373K
|
10.2K
$1.84M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.04KNew |
$332K - $366K
|
2.04K
$370K
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.04K+ 1.9% |
$332K - $365K
|
109K
$19.8M
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.03K+ 1.93% |
$331K - $364K
|
107K
$19.4M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.03K+ 7.54% |
$330K - $363K
|
28.9K
$5.23M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.02KNew |
$329K - $362K
|
2.02K
$366K
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2K+ 2.06% |
$326K - $359K
|
99.1K
$17.9M
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.98KNew |
$323K - $355K
|
1.98K
$359K
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.98K+ 1.72% |
$323K - $355K
|
117K
$21.2M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.96KNew |
$320K - $352K
|
1.96K
$356K
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.94K+ 3.7% |
$315K - $347K
|
54.2K
$9.81M
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.93KNew |
$313K - $345K
|
1.93K
$349K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.92K+ 12.63% |
$313K - $345K
|
17.2K
$3.11M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.91K+ 74.65% |
$311K - $342K
|
4.46K
$808K
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.91K+ 89.02% |
$310K - $341K
|
4.05K
$732K
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 118.66% |
$309K - $340K
|
3.49K
$632K
|