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 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
231New |
$40.2K - $43.3K
|
231
$40.5K
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2.68KNew |
$467K - $503K
|
2.68K
$470K
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
51.4KNew |
$8.95M - $9.64M
|
51.4K
$9.01M
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
56New |
$9.76K - $10.5K
|
56
$9.82K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7K+ 236.2% |
$2.05M - $2.2M
|
16.7K
$2.93M
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
31+ 0.2% |
$5.4K - $5.82K
|
15.9K
$2.79M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
125+ 0.48% |
$21.8K - $23.5K
|
26.4K
$4.62M
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 33.33% |
$2.09K - $2.25K
|
24
$4.21K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.9K- 29.0% |
$1.91M - $2.05M
|
26.8K
$4.7M
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
22.1K+ 28.98% |
$3.85M - $4.15M
|
98.4K
$17.3M
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-12.5K- 71.43% |
$2.18M - $2.35M
|
5K
$877K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.2% |
$174 - $188
|
490
$85.9K
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.07% |
$1.39K - $1.5K
|
10.9K
$1.92M
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
358+ 6.43% |
$62.4K - $67.2K
|
5.92K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-183- 3.71% |
$31.9K - $34.3K
|
4.75K
$833K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.55K- 6.26% |
$444K - $478K
|
38.2K
$6.7M
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16.8K+ 12.27% |
$2.93M - $3.16M
|
154K
$27M
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.22KNew |
$213K - $229K
|
1.22K
$214K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
719New |
$125K - $135K
|
719
$126K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
965+ 60.69% |
$168K - $181K
|
2.56K
$448K
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
2.71K+ 13.11% |
$473K - $509K
|
23.4K
$4.11M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6K+ 18.33% |
$6.38M - $6.87M
|
236K
$41.4M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
46.3K+ 29.65% |
$8.07M - $8.69M
|
203K
$35.5M
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-577- 16.75% |
$101K - $108K
|
2.87K
$503K
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
940+ 1.71% |
$164K - $176K
|
56K
$9.83M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.01K+ 5.73% |
$1.4M - $1.5M
|
148K
$25.9M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.39K+ 7.38% |
$1.29M - $1.39M
|
108K
$18.9M
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
4.44K+ 6.98% |
$774K - $834K
|
68.1K
$11.9M
|
|
Feb 13, 2025
Q4 2024
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
761KNew |
$133M - $143M
|
761K
$134M
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-148- 3.3% |
$25.8K - $27.8K
|
4.34K
$761K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.49K+ 6.7% |
$433K - $467K
|
39.6K
$6.95M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
310K+ 34.82% |
$54M - $58.2M
|
1.2M
$211M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.4KNew |
$4.6M - $4.95M
|
26.4K
$4.63M
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.96K- 21.1% |
$1.04M - $1.12M
|
22.3K
$3.91M
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
138K+ 232.37% |
$24M - $25.8M
|
197K
$34.5M
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
14K+ 13.18% |
$2.43M - $2.62M
|
120K
$21M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
41.4K+ 50.88% |
$7.22M - $7.77M
|
123K
$21.5M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.39K- 34.58% |
$764K - $823K
|
8.3K
$1.45M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
500KNew |
$87.1M - $93.8M
|
500K
$87.7M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.5K+ 25.0% |
$436K - $469K
|
12.5K
$2.19M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
18.3K+ 1105.63% |
$3.18M - $3.43M
|
19.9K
$3.49M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.34M+ 30.56% |
$407M - $439M
|
9.99M
$1.75B
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
414KNew |
$72.2M - $77.7M
|
414K
$72.7M
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$251K
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
14.2KNew |
$2.47M - $2.66M
|
14.2K
$2.49M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-146- 0.05% |
$25.4K - $27.4K
|
316K
$55.5M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-56.6K- 36.31% |
$9.86M - $10.6M
|
99.3K
$17.4M
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-326- 9.57% |
$56.8K - $61.2K
|
3.08K
$540K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.94K+ 3.22% |
$339K - $365K
|
62.3K
$10.9M
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
275+ 3.8% |
$47.9K - $51.6K
|
7.52K
$1.32M
|