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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.87K+ 20.12% |
$501K - $539K
|
17.2K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.31K+ 10.53% |
$228K - $246K
|
13.8K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.83K+ 45.05% |
$667K - $718K
|
12.3K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.85KNew |
$497K - $535K
|
2.85K
$522K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111+ 2.26% |
$19.3K - $20.8K
|
5.02K
$917K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
106KNew |
$18.4M - $19.8M
|
106K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.11K+ 123.64% |
$715K - $770K
|
7.43K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.35K- 2.18% |
$758K - $816K
|
195K
$35.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.63K+ 96.2% |
$459K - $494K
|
5.37K
$981K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-351- 0.69% |
$61.2K - $65.9K
|
50.8K
$9.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35.2K- 5.1% |
$6.13M - $6.6M
|
656K
$120M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
220+ 4.11% |
$38.3K - $41.3K
|
5.58K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
489+ 14.43% |
$85.2K - $91.7K
|
3.88K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-44- 2.9% |
$7.67K - $8.26K
|
1.47K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
380+ 28.64% |
$66.2K - $71.3K
|
1.71K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.54K+ 2.33% |
$442K - $476K
|
112K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 4.39% |
$298K - $321K
|
40.7K
$7.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-173- 1.19% |
$30.1K - $32.5K
|
14.4K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
434+ 4.67% |
$75.6K - $81.4K
|
9.73K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
5.78K+ 0.98% |
$1.01M - $1.08M
|
596K
$109M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.19% |
$697 - $750
|
2.08K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.14K- 2.07% |
$199K - $214K
|
53.9K
$9.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
88+ 1.64% |
$15.3K - $16.5K
|
5.46K
$997K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.19% |
$10.3K - $11.1K
|
31.8K
$5.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6.84KNew |
$1.19M - $1.28M
|
6.84K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 2.0% |
$14.5K - $15.6K
|
4.22K
$772K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.9K+ 34.34% |
$679K - $731K
|
15.2K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
105+ 5.9% |
$18.3K - $19.7K
|
1.89K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.5K- 7.04% |
$2.17M - $2.34M
|
165K
$30.1M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-222- 3.58% |
$38.7K - $41.7K
|
5.98K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 0.23% |
$2.96K - $3.19K
|
7.27K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-26.2K- 94.67% |
$4.57M - $4.92M
|
1.48K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.04% |
$174 - $188
|
2.64K
$482K
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-2.24K- 13.12% |
$390K - $420K
|
14.8K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
36.5KNew |
$6.36M - $6.85M
|
36.5K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
180New |
$31.4K - $33.8K
|
180
$32.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.46KNew |
$603K - $649K
|
3.46K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$697 - $750
|
2.4K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
727New |
$127K - $136K
|
727
$133K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 28.21% |
$315K - $339K
|
8.21K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34+ 1.04% |
$5.92K - $6.38K
|
3.29K
$601K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42.6K+ 135.05% |
$7.42M - $7.99M
|
74.1K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.42M- 99.13% |
$1.47B - $1.58B
|
73.9K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.15K- 4.76% |
$200K - $215K
|
23K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.39K+ 1.3% |
$1.29M - $1.39M
|
576K
$105M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6K+ 45.23% |
$801K - $862K
|
14.8K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
583+ 7.97% |
$102K - $109K
|
7.9K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.38K+ 3.01% |
$589K - $635K
|
116K
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
40.4KNew |
$7.03M - $7.58M
|
40.4K
$7.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
645+ 0.81% |
$112K - $121K
|
80.6K
$14.7M
|