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 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4+ 0.34% |
$697 - $750
|
1.18K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.13KNew |
$1.07M - $1.15M
|
6.13K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
480+ 4.3% |
$83.6K - $90.1K
|
11.6K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-64.9K- 15.94% |
$11.3M - $12.2M
|
342K
$62M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.99K+ 12.8% |
$695K - $749K
|
35.2K
$6.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.13K+ 2.86% |
$1.24M - $1.34M
|
257K
$46.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
36+ 0.03% |
$6.27K - $6.75K
|
106K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
50+ 1.82% |
$8.71K - $9.38K
|
2.8K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
427+ 9.23% |
$74.4K - $80.1K
|
5.05K
$916K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
8.42K+ 10.9% |
$1.47M - $1.58M
|
85.6K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-132- 0.27% |
$23K - $24.8K
|
48.5K
$8.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-618K- 11.93% |
$108M - $116M
|
4.57M
$828M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
25K+ 358.96% |
$4.36M - $4.69M
|
32K
$5.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
496+ 11.99% |
$86.4K - $93.1K
|
4.63K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
287+ 16.73% |
$50K - $53.8K
|
2K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23.9K+ 58.97% |
$4.16M - $4.48M
|
64.4K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.2K+ 11.05% |
$2.82M - $3.04M
|
163K
$29.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 2.35% |
$34.8K - $37.5K
|
8.71K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.94K+ 2.32% |
$338K - $364K
|
85.5K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.2KNew |
$209K - $225K
|
1.2K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.53K- 23.13% |
$614K - $661K
|
11.7K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.14K+ 105.05% |
$548K - $590K
|
6.14K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
506+ 1.95% |
$88.2K - $94.9K
|
26.5K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-95- 2.79% |
$16.6K - $17.8K
|
3.31K
$599K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
39.9K+ 43.35% |
$6.95M - $7.48M
|
132K
$23.9M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.57KNew |
$1.49M - $1.61M
|
8.57K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.69K+ 2.69% |
$817K - $880K
|
179K
$32.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-6- 1.4% |
$1.05K - $1.13K
|
423
$76.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-69- 3.41% |
$12K - $12.9K
|
1.95K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
150+ 6.35% |
$26.1K - $28.1K
|
2.51K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
520+ 4.69% |
$90.6K - $97.6K
|
11.6K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1New |
$174 - $188
|
1
$181
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-690- 4.49% |
$120K - $129K
|
14.7K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.45KNew |
$252K - $271K
|
1.45K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.1KNew |
$9.77M - $10.5M
|
56.1K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 13.51% |
$182K - $196K
|
8.79K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.62K- 4.33% |
$456K - $491K
|
57.9K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.87K+ 20.12% |
$501K - $539K
|
17.2K
$3.11M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.31K+ 10.53% |
$228K - $246K
|
13.8K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.83K+ 45.05% |
$667K - $718K
|
12.3K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.85KNew |
$497K - $535K
|
2.85K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111+ 2.26% |
$19.3K - $20.8K
|
5.02K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
106KNew |
$18.4M - $19.8M
|
106K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.11K+ 123.64% |
$715K - $770K
|
7.43K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.35K- 2.18% |
$758K - $816K
|
195K
$35.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.63K+ 96.2% |
$459K - $494K
|
5.37K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-351- 0.69% |
$61.2K - $65.9K
|
50.8K
$9.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35.2K- 5.1% |
$6.13M - $6.6M
|
656K
$119M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
220+ 4.11% |
$38.3K - $41.3K
|
5.58K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
489+ 14.43% |
$85.2K - $91.7K
|
3.88K
$703K
|