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 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-28- 1.53% |
$3.56K - $4.27K
|
1.8K
$309K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$5.09K - $6.1K
|
40
$6.87K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-334- 12.91% |
$42.5K - $50.9K
|
2.25K
$387K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-59- 0.98% |
$7.51K - $8.99K
|
5.99K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-9.77K- 77.11% |
$1.24M - $1.49M
|
2.9K
$498K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.56KClosed |
$198K - $237K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
SELL
|
- |
-17.8K- 7.62% |
$2.27M - $2.72M
|
216K
$37.1M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
62+ 0.49% |
$7.89K - $9.45K
|
12.8K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2K+ 113.06% |
$255K - $305K
|
3.77K
$648K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
77New |
$9.8K - $11.7K
|
77
$13.2K
|
|
Nov 14, 2022
Q3 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
21KNew |
$2.67M - $3.2M
|
21K
$3.61M
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.88K+ 21.35% |
$876K - $1.05M
|
39.1K
$6.72M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.45KNew |
$312K - $373K
|
2.45K
$421K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
150New |
$19.1K - $22.9K
|
150
$25.8K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-837- 3.03% |
$107K - $128K
|
26.8K
$4.6M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
109+ 12.46% |
$13.9K - $16.6K
|
984
$169K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
15+ 5.12% |
$1.91K - $2.29K
|
308
$52.9K
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
342New |
$43.5K - $52.1K
|
342
$58.8K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
82New |
$10.4K - $12.5K
|
82
$14.1K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.21KNew |
$281K - $337K
|
2.21K
$380K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
378+ 8.75% |
$48.1K - $57.6K
|
4.7K
$807K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-302- 1.09% |
$38.4K - $46K
|
27.5K
$4.72M
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
255New |
$32.5K - $38.9K
|
255
$43.8K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
500New |
$63.6K - $76.2K
|
500
$85.9K
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.34K+ 50.88% |
$170K - $204K
|
3.96K
$681K
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
2+ 0.05% |
$255 - $305
|
4.08K
$700K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
625New |
$79.6K - $95.2K
|
625
$107K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-133- 9.78% |
$16.9K - $20.3K
|
1.23K
$211K
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-792- 10.18% |
$101K - $121K
|
6.99K
$1.2M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-500- 41.67% |
$63.6K - $76.2K
|
700
$120K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
54New |
$6.87K - $8.23K
|
54
$9.28K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 5.1% |
$636 - $762
|
93
$16K
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.11K+ 9.33% |
$142K - $169K
|
13K
$2.24M
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
77New |
$9.8K - $11.7K
|
77
$13.2K
|
|
Q2 2022 | |||||||
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.95KClosed |
$517K - $628K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-595Closed |
$77.8K - $94.6K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.35K- 89.73% |
$176K - $214K
|
154
$26.5K
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
4.39KNew |
$575K - $698K
|
4.39K
$755K
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5- 0.27% |
$654 - $795
|
1.82K
$312K
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.63KClosed |
$213K - $258K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-7.9KClosed |
$1.03M - $1.26M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-520- 14.07% |
$68K - $82.7K
|
3.18K
$546K
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.9KNew |
$641K - $779K
|
4.9K
$842K
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.56KClosed |
$205K - $249K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.01K+ 186.06% |
$133K - $161K
|
1.56K
$268K
|
|
Aug 15, 2022
Q2 2022
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
37.6KNew |
$4.92M - $5.97M
|
37.6K
$6.45M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.12KNew |
$278K - $337K
|
2.12K
$365K
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-6.59KClosed |
$862K - $1.05M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.35KClosed |
$177K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-31.5KClosed |
$4.13M - $5.01M
|
0
$0
|