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 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.59KNew |
$276K - $298K
|
1.59K
$284K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27.2KNew |
$4.74M - $5.11M
|
27.2K
$4.87M
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 1.33% |
$6.27K - $6.75K
|
2.67K
$478K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-11.1K- 7.17% |
$1.93M - $2.07M
|
143K
$25.6M
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
6.52KNew |
$1.14M - $1.22M
|
6.52K
$1.17M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 44.64% |
$2.08M - $2.24M
|
14.8K
$2.65M
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.01KNew |
$873K - $940K
|
5.01K
$896K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12.4K- 18.75% |
$2.16M - $2.32M
|
53.6K
$9.6M
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-8.83K- 5.04% |
$1.54M - $1.66M
|
166K
$29.8M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.93K- 16.29% |
$1.03M - $1.11M
|
30.5K
$5.45M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.03M- 99.43% |
$180M - $194M
|
5.94K
$1.06M
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
150K+ 2343.94% |
$26.1M - $28.1M
|
156K
$27.9M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-254- 12.56% |
$44.3K - $47.7K
|
1.77K
$316K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.14KNew |
$374K - $402K
|
2.14K
$384K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.3K+ 241.3% |
$11.2M - $12.1M
|
90.9K
$16.3M
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
5.85K+ 221.84% |
$1.02M - $1.1M
|
8.49K
$1.52M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
488New |
$85K - $91.6K
|
488
$87.3K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
407+ 15.79% |
$70.9K - $76.4K
|
2.99K
$534K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.75KNew |
$653K - $704K
|
3.75K
$671K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$174 - $188
|
1.4K
$251K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.12KNew |
$718K - $773K
|
4.12K
$737K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.82% |
$4.36K - $4.69K
|
1.35K
$241K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.16KNew |
$202K - $218K
|
1.16K
$208K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-74- 1.91% |
$12.9K - $13.9K
|
3.8K
$679K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
53New |
$9.23K - $9.94K
|
53
$9.48K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.66K+ 114.99% |
$637K - $687K
|
6.84K
$1.22M
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
22K+ 745.45% |
$3.84M - $4.13M
|
25K
$4.47M
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
813+ 2.21% |
$142K - $153K
|
37.6K
$6.73M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
692+ 7.06% |
$121K - $130K
|
10.5K
$1.88M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
55.8K+ 199.41% |
$9.72M - $10.5M
|
83.8K
$15M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.95K- 49.0% |
$687K - $740K
|
4.11K
$735K
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
7.46KNew |
$1.3M - $1.4M
|
7.46K
$1.33M
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14.4KNew |
$2.5M - $2.7M
|
14.4K
$2.57M
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16.7K+ 613.08% |
$2.91M - $3.13M
|
19.4K
$3.47M
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
41+ 1.11% |
$7.14K - $7.69K
|
3.74K
$668K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
297K+ 4.73% |
$51.7M - $55.6M
|
6.57M
$1.17B
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.25K- 3.99% |
$740K - $797K
|
102K
$18.3M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
205K+ 69.61% |
$35.7M - $38.4M
|
499K
$89.3M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$8.71M - $9.38M
|
50K
$8.95M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-25K- 51.55% |
$4.36M - $4.69M
|
23.5K
$4.2M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.8K- 52.26% |
$3.45M - $3.71M
|
18.1K
$3.23M
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
4.11MNew |
$717M - $772M
|
4.11M
$736M
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-117K- 7.39% |
$20.4M - $22M
|
1.47M
$262M
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
19.4K+ 191.82% |
$3.37M - $3.63M
|
29.5K
$5.27M
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18.3KNew |
$3.19M - $3.44M
|
18.3K
$3.28M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
45.7K+ 48.81% |
$7.96M - $8.58M
|
139K
$24.9M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 2.87% |
$3.28M - $3.54M
|
676K
$121M
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.88K+ 70.96% |
$327K - $352K
|
4.52K
$809K
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.59K- 35.0% |
$799K - $861K
|
8.52K
$1.52M
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
11.3K+ 57.53% |
$1.97M - $2.12M
|
30.9K
$5.53M
|