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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-80- 0.45% |
$10.7K - $12.7K
|
17.7K
$3.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.51K- 16.92% |
$202K - $239K
|
7.41K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.26K+ 120.96% |
$436K - $517K
|
5.96K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21.8K+ 123.29% |
$2.91M - $3.45M
|
39.5K
$7.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
16.1KNew |
$2.15M - $2.55M
|
16.1K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.91K- 4.86% |
$523K - $620K
|
76.7K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-13.6K- 62.7% |
$1.81M - $2.15M
|
8.08K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
31.5KNew |
$4.21M - $4.98M
|
31.5K
$5.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.17K- 71.58% |
$1.23M - $1.45M
|
3.64K
$682K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.59KNew |
$213K - $252K
|
1.59K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
26.2KNew |
$3.5M - $4.14M
|
26.2K
$4.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.73KNew |
$232K - $275K
|
1.73K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
1.96KNew |
$262K - $310K
|
1.96K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41New |
$5.48K - $6.49K
|
41
$7.68K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 2.27% |
$134 - $158
|
45
$8.43K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.67KNew |
$223K - $264K
|
1.67K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-6.3K- 65.89% |
$842K - $998K
|
3.26K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
4New |
$535 - $634
|
4
$749
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4K- 12.3% |
$1.66M - $1.97M
|
88.7K
$16.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-154- 33.85% |
$20.6K - $24.4K
|
301
$56.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-101- 2.47% |
$13.5K - $16K
|
3.99K
$748K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$8.55K - $10.1K
|
64
$12K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 1.16% |
$239K - $283K
|
156K
$29.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
17.6KNew |
$2.35M - $2.79M
|
17.6K
$3.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
3.18KNew |
$425K - $504K
|
3.18K
$596K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.15KNew |
$421K - $499K
|
3.15K
$590K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-400- 23.31% |
$53.5K - $63.4K
|
1.32K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.33K- 49.26% |
$178K - $211K
|
1.37K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.28KNew |
$171K - $202K
|
1.28K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.48K- 19.99% |
$332K - $393K
|
9.93K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
103+ 51.5% |
$13.8K - $16.3K
|
303
$56.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-155K- 87.12% |
$20.7M - $24.5M
|
22.9K
$4.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$689K - $816K
|
5.15K
$965K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.1K+ 62.8% |
$1.36M - $1.61M
|
26.3K
$4.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
280New |
$37.4K - $44.4K
|
280
$52.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-29.4K- 46.29% |
$3.93M - $4.66M
|
34.1K
$6.39M
|
|
| Q3 2023 | |||||||
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.1K- 3.32% |
$1.99M - $2.19M
|
410K
$76.8M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
3.27KNew |
$461K - $507K
|
3.27K
$613K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-135- 26.73% |
$19K - $20.9K
|
370
$69.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150New |
$21.2K - $23.3K
|
150
$28.1K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.37KNew |
$193K - $212K
|
1.37K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.85K+ 64.22% |
$543K - $597K
|
9.85K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
56+ 0.45% |
$7.9K - $8.68K
|
12.5K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
27.2K+ 15.94% |
$3.83M - $4.21M
|
198K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
6KNew |
$846K - $930K
|
6K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.4K+ 136.0% |
$480K - $527K
|
5.9K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
159KNew |
$22.4M - $24.7M
|
159K
$29.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
72.3K+ 37.88% |
$10.2M - $11.2M
|
263K
$49.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
127KNew |
$17.9M - $19.7M
|
127K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$242K - $266K
|
1.72K
$321K
|
|