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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.54K- 18.18% |
$260K - $281K
|
6.92K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-228- 11.53% |
$38.6K - $41.7K
|
1.75K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
29.2K+ 27.51% |
$4.96M - $5.35M
|
136K
$22.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-4- -0.0% |
$678 - $731
|
112K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 9.37% |
$505K - $544K
|
34.8K
$5.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$2.54K - $2.74K
|
3.01K
$509K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.21K+ 11.34% |
$1.22M - $1.32M
|
70.8K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38.5K- 9.57% |
$6.52M - $7.03M
|
364K
$61.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.31K- 6.82% |
$561K - $605K
|
45.2K
$7.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-44.4K- 25.36% |
$7.53M - $8.13M
|
131K
$22.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.31K+ 94.33% |
$561K - $605K
|
6.82K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
915+ 10.36% |
$155K - $167K
|
9.75K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
12.6K+ 23.19% |
$2.14M - $2.31M
|
67K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-239- 2.06% |
$40.5K - $43.7K
|
11.4K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.06KNew |
$687K - $742K
|
4.06K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.47K- 0.68% |
$758K - $817K
|
651K
$110M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
545+ 2.37% |
$92.3K - $99.6K
|
23.5K
$3.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-629- 9.36% |
$107K - $115K
|
6.09K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.83K- 9.79% |
$1.16M - $1.25M
|
62.9K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-975- 2.08% |
$165K - $178K
|
45.9K
$7.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.3K+ 7.44% |
$221K - $238K
|
18.8K
$3.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
68.4KNew |
$11.6M - $12.5M
|
68.4K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11K+ 18.63% |
$188K - $203K
|
7.08K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.66% |
$3.39K - $3.66K
|
3.06K
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
85+ 1.16% |
$14.4K - $15.5K
|
7.4K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26K+ 139.84% |
$4.41M - $4.76M
|
44.7K
$7.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
281+ 2.17% |
$47.6K - $51.4K
|
13.2K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-167- 8.57% |
$28.3K - $30.5K
|
1.78K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.39K- 8.62% |
$1.08M - $1.17M
|
67.7K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
427K+ 108.65% |
$72.3M - $78M
|
820K
$139M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
967+ 67.48% |
$164K - $177K
|
2.4K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-75- 3.9% |
$12.7K - $13.7K
|
1.85K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.5K- 12.82% |
$1.61M - $1.74M
|
64.6K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.48K+ 13.26% |
$1.44M - $1.55M
|
72.5K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-74- 73.27% |
$12.5K - $13.5K
|
27
$4.57K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
660+ 3.79% |
$112K - $121K
|
18.1K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
229+ 12.09% |
$38.8K - $41.9K
|
2.12K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.72K+ 13.95% |
$291K - $314K
|
14K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
27+ 0.29% |
$4.57K - $4.94K
|
9.47K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-175- 6.86% |
$29.7K - $32K
|
2.38K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
171K+ 14.2% |
$28.9M - $31.2M
|
1.37M
$232M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.47KNew |
$249K - $269K
|
1.47K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-301- 10.99% |
$51K - $55K
|
2.44K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.44K- 60.37% |
$1.26M - $1.36M
|
4.88K
$826K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
59.3KNew |
$10M - $10.8M
|
59.3K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-3.59K- 10.04% |
$609K - $657K
|
32.2K
$5.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
23.4K+ 48.29% |
$3.97M - $4.28M
|
71.9K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
803+ 0.96% |
$136K - $147K
|
84.6K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.93K- 3.94% |
$497K - $536K
|
71.6K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
4.92K+ 19.22% |
$833K - $899K
|
30.5K
$5.16M
|