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 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
700+ 23.34% |
$122K - $131K
|
3.7K
$649K
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 18.61% |
$682K - $735K
|
25K
$4.38M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
809K+ 3.62% |
$141M - $152M
|
23.2M
$4.06B
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.37KNew |
$239K - $257K
|
1.37K
$240K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
276K+ 6.74% |
$48.1M - $51.8M
|
4.37M
$766M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.5K+ 0.82% |
$958K - $1.03M
|
673K
$118M
|
|
Feb 11, 2025
Q4 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.55K+ 37.57% |
$618K - $666K
|
13K
$2.28M
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
29+ 0.08% |
$5.05K - $5.44K
|
34.5K
$6.04M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
89+ 1.22% |
$15.5K - $16.7K
|
7.41K
$1.3M
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-192- 2.52% |
$33.5K - $36K
|
7.42K
$1.3M
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.96K- 45.48% |
$341K - $368K
|
2.35K
$412K
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.97KNew |
$517K - $557K
|
2.97K
$520K
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-158- 10.25% |
$27.5K - $29.6K
|
1.38K
$243K
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
75+ 0.3% |
$13.1K - $14.1K
|
24.8K
$4.34M
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.35% |
$2.26K - $2.44K
|
3.72K
$653K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-121- 0.29% |
$21.1K - $22.7K
|
41K
$7.19M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
26.1K+ 328.38% |
$4.55M - $4.9M
|
34.1K
$5.98M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.16KNew |
$899K - $968K
|
5.16K
$905K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-410- 3.33% |
$71.4K - $76.9K
|
11.9K
$2.09M
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
35.4KNew |
$6.17M - $6.65M
|
35.4K
$6.22M
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6.85KNew |
$1.19M - $1.28M
|
6.85K
$1.2M
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
375K+ 48.22% |
$65.3M - $70.3M
|
1.15M
$202M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-81- 0.65% |
$14.1K - $15.2K
|
12.3K
$2.16M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.38K+ 7.82% |
$415K - $447K
|
32.8K
$5.76M
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
89+ 5.56% |
$15.5K - $16.7K
|
1.69K
$296K
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
3.46K+ 21.89% |
$602K - $648K
|
19.2K
$3.37M
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-197- 4.97% |
$34.3K - $37K
|
3.76K
$660K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
502+ 5.69% |
$87.5K - $94.2K
|
9.32K
$1.63M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
556+ 4.2% |
$96.9K - $104K
|
13.8K
$2.42M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
68.9K+ 502.55% |
$12M - $12.9M
|
82.6K
$14.5M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.15% |
$523 - $563
|
2.02K
$353K
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5.11K+ 47.6% |
$889K - $958K
|
15.8K
$2.78M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
802+ 59.63% |
$140K - $150K
|
2.15K
$377K
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
111+ 0.77% |
$19.3K - $20.8K
|
14.6K
$2.55M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.16KNew |
$376K - $405K
|
2.16K
$378K
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
337+ 19.05% |
$58.7K - $63.2K
|
2.11K
$369K
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.26KNew |
$1.09M - $1.17M
|
6.26K
$1.1M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
16.2KNew |
$2.82M - $3.04M
|
16.2K
$2.84M
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
3.59KNew |
$625K - $673K
|
3.59K
$629K
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
351+ 18.36% |
$61.2K - $65.9K
|
2.26K
$397K
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-20.1K- 11.17% |
$3.5M - $3.77M
|
160K
$28.1M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-131- 3.63% |
$22.8K - $24.6K
|
3.48K
$610K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-14- 48.28% |
$2.44K - $2.63K
|
15
$2.63K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-267- 12.19% |
$46.5K - $50.1K
|
1.92K
$337K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.27K- 8.86% |
$395K - $426K
|
23.3K
$4.09M
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
462+ 22.95% |
$80.5K - $86.7K
|
2.48K
$434K
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
7.35K+ 19.34% |
$1.28M - $1.38M
|
45.3K
$7.95M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-172- 0.66% |
$30K - $32.3K
|
25.7K
$4.51M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.7K+ 3.29% |
$7.09M - $7.63M
|
1.28M
$224M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-138- 0.5% |
$24K - $25.9K
|
27.4K
$4.81M
|