Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.34K- 39.26% |
$691K - $731K
|
6.71K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.25K- 69.45% |
$517K - $547K
|
1.43K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.06K- 36.9% |
$487K - $515K
|
5.23K
$947K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.03K- 1.62% |
$482K - $510K
|
183K
$33.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.82K- 31.71% |
$450K - $475K
|
6.08K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
CALL |
-2.8K- 22.22% |
$446K - $471K
|
9.8K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.67K- 54.59% |
$425K - $450K
|
2.22K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.38K- 6.33% |
$379K - $401K
|
35.2K
$6.38M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.34K- 44.75% |
$373K - $394K
|
2.89K
$524K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.68K- 83.68% |
$268K - $283K
|
328
$59.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.44K- 41.38% |
$230K - $243K
|
2.05K
$370K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.28K- 1.32% |
$204K - $216K
|
96.2K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 33.31% |
$196K - $207K
|
2.47K
$446K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.22K- 42.46% |
$194K - $205K
|
1.65K
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.19K- 26.39% |
$189K - $200K
|
3.32K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 42.33% |
$175K - $185K
|
1.5K
$272K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-898- 37.64% |
$143K - $151K
|
1.49K
$269K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-774- 24.04% |
$123K - $130K
|
2.45K
$443K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-769- 4.77% |
$122K - $129K
|
15.4K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-700- 18.48% |
$111K - $118K
|
3.09K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-659- 66.23% |
$105K - $111K
|
336
$60.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-650- 10.97% |
$103K - $109K
|
5.27K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-615- 3.63% |
$97.9K - $104K
|
16.3K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-611- 9.73% |
$97.3K - $103K
|
5.67K
$1.03M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-594- 14.76% |
$94.6K - $100K
|
3.43K
$621K
|
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-534- 4.12% |
$85K - $89.9K
|
12.4K
$2.25M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 10.4% |
$79.6K - $84.2K
|
4.31K
$780K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-480- 15.12% |
$76.4K - $80.8K
|
2.69K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-462- 27.73% |
$73.6K - $77.8K
|
1.2K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-440- 20.09% |
$70.1K - $74.1K
|
1.75K
$317K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-430- 72.27% |
$68.5K - $72.4K
|
165
$29.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-423- 45.34% |
$67.3K - $71.2K
|
510
$92.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-339- 0.32% |
$54K - $57.1K
|
106K
$19.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-309- 13.33% |
$49.2K - $52K
|
2.01K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-278- 1.36% |
$44.3K - $46.8K
|
20.1K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-216- 6.22% |
$34.4K - $36.4K
|
3.25K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-215- 13.13% |
$34.2K - $36.2K
|
1.42K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-205- 5.15% |
$32.6K - $34.5K
|
3.77K
$683K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-200- 13.65% |
$31.8K - $33.7K
|
1.27K
$229K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 13.19% |
$31.8K - $33.7K
|
1.32K
$238K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-189- 10.48% |
$30.1K - $31.8K
|
1.62K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-189- 5.36% |
$30.1K - $31.8K
|
3.34K
$605K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-181- 8.23% |
$28.8K - $30.5K
|
2.02K
$366K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-173- 2.95% |
$27.5K - $29.1K
|
5.69K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-168- 10.43% |
$26.7K - $28.3K
|
1.44K
$261K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 6.62% |
$23.9K - $25.3K
|
2.12K
$383K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-150- 68.18% |
$23.9K - $25.3K
|
70
$12.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-138- 0.92% |
$22K - $23.2K
|
14.9K
$2.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-138- 61.88% |
$22K - $23.2K
|
85
$15.4K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-136- 0.35% |
$21.7K - $22.9K
|
39K
$7.06M
|