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 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-96.4K- 3.86% |
$16.8M - $18.1M
|
2.4M
$418M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
398+ 7.47% |
$69.3K - $74.7K
|
5.73K
$996K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.53K- 36.15% |
$440K - $474K
|
4.46K
$776K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
27.7K+ 26.4% |
$4.82M - $5.2M
|
133K
$23M
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
66.6K+ 39.37% |
$11.6M - $12.5M
|
236K
$41M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.08KNew |
$188K - $203K
|
1.08K
$188K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
339+ 1.05% |
$59.1K - $63.6K
|
32.8K
$5.7M
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-760- 10.64% |
$132K - $143K
|
6.38K
$1.11M
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-692- 10.86% |
$121K - $130K
|
5.68K
$988K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
662New |
$115K - $124K
|
662
$115K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.26K+ 187.6% |
$393K - $423K
|
3.46K
$601K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-117- 2.12% |
$20.4K - $22K
|
5.4K
$939K
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.98K- 1.64% |
$693K - $746K
|
239K
$41.5M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.08K- 5.84% |
$189K - $203K
|
17.5K
$3.04M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.7K- 9.46% |
$297K - $320K
|
16.3K
$2.83M
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
99.1K+ 239.35% |
$17.3M - $18.6M
|
140K
$24.4M
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.76K+ 15.75% |
$306K - $329K
|
12.9K
$2.24M
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$395K - $425K
|
2.27K
$394K
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.05M+ 312.21% |
$183M - $197M
|
1.38M
$241M
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-81- 1.63% |
$14.1K - $15.2K
|
4.89K
$850K
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 6.72% |
$285K - $307K
|
26K
$4.52M
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.75K- 1.55% |
$305K - $328K
|
111K
$19.3M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
596+ 5.96% |
$104K - $112K
|
10.6K
$1.84M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-284- 2.6% |
$49.5K - $53.3K
|
10.6K
$1.85M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$17.4K - $18.8K
|
100
$17.4K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
200New |
$34.8K - $37.5K
|
200
$34.8K
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
768+ 59.77% |
$134K - $144K
|
2.05K
$357K
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-843- 2.54% |
$147K - $158K
|
32.4K
$5.63M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
313New |
$54.5K - $58.7K
|
313
$54.4K
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-5.02K- 77.56% |
$875K - $942K
|
1.45K
$252K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.04% |
$174 - $188
|
2.45K
$427K
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-21.8K- 2.26% |
$3.8M - $4.09M
|
944K
$164M
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-319- 0.69% |
$55.6K - $59.9K
|
45.9K
$7.98M
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
496+ 0.92% |
$86.4K - $93.1K
|
54.4K
$9.46M
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.15KNew |
$723K - $779K
|
4.15K
$721K
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
13.1KNew |
$2.28M - $2.46M
|
13.1K
$2.28M
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
7.67K+ 3.52% |
$1.34M - $1.44M
|
226K
$39.2M
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.4K- 4.79% |
$419K - $451K
|
47.7K
$8.3M
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 1.3% |
$300K - $323K
|
134K
$23.3M
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
71.8KNew |
$12.5M - $13.5M
|
71.8K
$12.5M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.73KNew |
$475K - $512K
|
2.73K
$474K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
359+ 5.65% |
$62.5K - $67.4K
|
6.72K
$1.17M
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
30.9KNew |
$5.38M - $5.79M
|
30.9K
$5.37M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
17KNew |
$2.96M - $3.19M
|
17K
$2.95M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.26K+ 247.51% |
$1.26M - $1.36M
|
10.2K
$1.77M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
101KNew |
$17.5M - $18.9M
|
101K
$17.5M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.49K+ 38.69% |
$1.13M - $1.22M
|
23.2K
$4.04M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-520K- 6.68% |
$90.6M - $97.6M
|
7.27M
$1.26B
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
4.46MNew |
$778M - $838M
|
4.46M
$776M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.81K+ 72.54% |
$316K - $340K
|
4.31K
$749K
|