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 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.6K+ 24.17% |
$610K - $658K
|
18.5K
$3.18M
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$229K - $247K
|
1.35K
$232K
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-154- 1.32% |
$26.1K - $28.2K
|
11.5K
$1.98M
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
367+ 22.12% |
$62.2K - $67.1K
|
2.03K
$348K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
165K+ 170.33% |
$27.9M - $30.1M
|
262K
$45M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$439K - $474K
|
2.59K
$445K
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-25K- 94.53% |
$4.24M - $4.58M
|
1.45K
$249K
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-13K- 23.04% |
$2.21M - $2.38M
|
43.5K
$7.48M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
215+ 0.52% |
$36.4K - $39.3K
|
41.9K
$7.21M
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 30.46% |
$499K - $538K
|
12.6K
$2.17M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.33K- 33.66% |
$226K - $243K
|
2.62K
$451K
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-22- 0.41% |
$3.73K - $4.02K
|
5.37K
$922K
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
31.3K+ 1441.46% |
$5.3M - $5.72M
|
33.5K
$5.75M
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
25+ 0.55% |
$4.24K - $4.57K
|
4.59K
$788K
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
315+ 6.77% |
$53.4K - $57.6K
|
4.97K
$853K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-95.8K- 96.4% |
$16.2M - $17.5M
|
3.58K
$614K
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
134KNew |
$22.6M - $24.4M
|
134K
$23M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$3.22K - $3.47K
|
4.51K
$775K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.52K - $1.65K
|
1.95K
$334K
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.46K- 63.43% |
$1.26M - $1.36M
|
4.3K
$739K
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-498- 12.77% |
$84.4K - $91.1K
|
3.4K
$584K
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
55.1KNew |
$9.34M - $10.1M
|
55.1K
$9.47M
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.44K- 22.97% |
$244K - $263K
|
4.83K
$829K
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.88K- 2.88% |
$319K - $344K
|
63.4K
$10.9M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.31KNew |
$221K - $239K
|
1.31K
$224K
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
332+ 22.4% |
$56.3K - $60.7K
|
1.81K
$312K
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
328+ 24.92% |
$55.6K - $60K
|
1.64K
$282K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
160+ 21.62% |
$27.1K - $29.3K
|
900
$155K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.41K- 7.85% |
$747K - $806K
|
51.8K
$8.89M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-59- 0.78% |
$10K - $10.8K
|
7.5K
$1.29M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-975- 14.25% |
$165K - $178K
|
5.87K
$1.01M
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-162- 10.52% |
$27.4K - $29.6K
|
1.38K
$237K
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-13.1K- 73.2% |
$2.21M - $2.39M
|
4.78K
$821K
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
31.9KNew |
$5.41M - $5.83M
|
31.9K
$5.48M
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
556+ 2.9% |
$94.2K - $102K
|
19.7K
$3.39M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6+ 0.46% |
$1.02K - $1.1K
|
1.32K
$227K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-457- 3.36% |
$77.4K - $83.6K
|
13.1K
$2.25M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.74K+ 6.4% |
$973K - $1.05M
|
95.5K
$16.4M
|
|
Apr 10, 2025
Q1 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
14+ 0.46% |
$2.37K - $2.56K
|
3.07K
$527K
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.15K- 51.24% |
$534K - $576K
|
3K
$515K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.95K- 37.32% |
$500K - $540K
|
4.96K
$852K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
108+ 2.6% |
$18.3K - $19.7K
|
4.26K
$732K
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$490K - $529K
|
2.89K
$497K
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-953- 6.32% |
$161K - $174K
|
14.1K
$2.43M
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-126- 0.39% |
$21.3K - $23K
|
31.9K
$5.47M
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-109- 3.82% |
$18.5K - $19.9K
|
2.75K
$472K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.2K+ 115921.43% |
$2.75M - $2.97M
|
16.2K
$2.79M
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.79K+ 4.14% |
$303K - $327K
|
45K
$7.73M
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
33.2K+ 69.76% |
$5.62M - $6.07M
|
80.7K
$13.9M
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 35.95% |
$1.3M - $1.4M
|
13.6K
$2.34M
|