Latest Institutional Transactions on Invesco S&P 500 Equal Weight E (RSP)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight E (RSP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.73KNew |
$282K - $310K
|
1.73K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
71+ 54.62% |
$11.6K - $12.7K
|
201
$37.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.56KNew |
$253K - $279K
|
1.56K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.14K- 7.56% |
$348K - $383K
|
26.1K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.23KNew |
$200K - $220K
|
1.23K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
30KNew |
$4.88M - $5.37M
|
30K
$5.62M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-5- 0.05% |
$814 - $896
|
9.38K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 57.5% |
$250K - $276K
|
1.14K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$651 - $717
|
4
$749
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
69New |
$11.2K - $12.4K
|
69
$12.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.44KNew |
$397K - $436K
|
2.44K
$456K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20New |
$3.26K - $3.58K
|
20
$3.75K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-219- 11.67% |
$35.7K - $39.2K
|
1.66K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.68KNew |
$273K - $300K
|
1.68K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 2.76% |
$16.3K - $17.9K
|
3.52K
$660K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.56K- 0.52% |
$254K - $279K
|
301K
$56.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.27% |
$2.44K - $2.69K
|
5.61K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
328New |
$53.4K - $58.8K
|
328
$61.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-11.1K- 66.19% |
$1.81M - $1.99M
|
5.68K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
57.9KNew |
$9.43M - $10.4M
|
57.9K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
57.5KNew |
$9.36M - $10.3M
|
57.5K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-69- 2.19% |
$11.2K - $12.4K
|
3.08K
$576K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
35New |
$5.7K - $6.27K
|
35
$6.56K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
124New |
$20.2K - $22.2K
|
124
$23.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.4KNew |
$879K - $968K
|
5.4K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
CALL |
13.9KNew |
$2.26M - $2.49M
|
13.9K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.09% |
$326 - $358
|
2.26K
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-169- 9.83% |
$27.5K - $30.3K
|
1.55K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.33K- 18.04% |
$216K - $238K
|
6.03K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
1.2KNew |
$195K - $214K
|
1.2K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
BUY
|
- |
2.5K+ 8.89% |
$407K - $448K
|
30.6K
$5.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.19KNew |
$682K - $751K
|
4.19K
$785K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 7.48% |
$116K - $128K
|
10.3K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.56KNew |
$255K - $280K
|
1.56K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-156- 17.51% |
$25.4K - $27.9K
|
735
$138K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.55KNew |
$253K - $278K
|
1.55K
$291K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.35K+ 6.73% |
$382K - $420K
|
37.2K
$6.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
20.1KNew |
$3.28M - $3.61M
|
20.1K
$3.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8+ 0.18% |
$1.3K - $1.43K
|
4.48K
$840K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 7.41% |
$326 - $358
|
25
$4.68K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-281- 8.14% |
$45.8K - $50.3K
|
3.17K
$594K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24- 5.48% |
$3.91K - $4.3K
|
414
$77.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
156+ 2.44% |
$25.4K - $27.9K
|
6.55K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
60+ 3.41% |
$9.77K - $10.7K
|
1.82K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-58.6K- 59.26% |
$9.54M - $10.5M
|
40.3K
$7.55M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.71KNew |
$278K - $306K
|
1.71K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-689- 36.51% |
$112K - $123K
|
1.2K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.3KNew |
$1.68M - $1.85M
|
10.3K
$1.94M
|
|