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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.38K+ 2.28% |
$912K - $984K
|
242K
$44.4M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.39K+ 18.22% |
$574K - $620K
|
22K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.34K- 4.27% |
$734K - $793K
|
97.2K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 5.98% |
$224K - $242K
|
23.5K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
400KNew |
$67.8M - $73.1M
|
400K
$73.5M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-53- 0.8% |
$8.98K - $9.69K
|
6.54K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
8.98K+ 17.51% |
$1.52M - $1.64M
|
60.2K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.99K+ 5.07% |
$677K - $730K
|
82.8K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.18K+ 3.08% |
$200K - $216K
|
39.4K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-90K- 27.05% |
$15.2M - $16.4M
|
243K
$44.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
647+ 13.25% |
$110K - $118K
|
5.53K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-21.5K- 80.48% |
$3.64M - $3.92M
|
5.21K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-184- 9.31% |
$31.2K - $33.6K
|
1.79K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.6K+ 6.59% |
$271K - $293K
|
25.9K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.99K+ 3.66% |
$1.02M - $1.1M
|
170K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
719KNew |
$122M - $131M
|
719K
$132M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-306- 0.89% |
$51.8K - $55.9K
|
34.1K
$6.28M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
299K+ 31.19% |
$50.7M - $54.7M
|
1.26M
$231M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.39K- 33.47% |
$575K - $620K
|
6.74K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7+ 0.39% |
$1.19K - $1.28K
|
1.79K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.97K- 0.63% |
$1.01M - $1.09M
|
938K
$172M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
172+ 62.77% |
$29.1K - $31.4K
|
446
$82K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
879+ 5.78% |
$149K - $161K
|
16.1K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.28K+ 21.62% |
$218K - $235K
|
7.22K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
605K+ 9.21% |
$102M - $111M
|
7.18M
$1.32B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-32.6K- 25.15% |
$5.52M - $5.96M
|
97K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-760- 14.41% |
$129K - $139K
|
4.51K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Gator Capital Management, LLC
|
SELL
|
- |
-1.4K- 5.97% |
$237K - $256K
|
22K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
599New |
$101K - $110K
|
599
$110K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.25K- 5.06% |
$212K - $229K
|
23.5K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.24K- 94.89% |
$718K - $775K
|
228
$41.9K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.12K- 19.86% |
$867K - $935K
|
20.6K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-950- 6.0% |
$161K - $174K
|
14.9K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.45K+ 16.56% |
$585K - $631K
|
24.3K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 0.53% |
$276K - $297K
|
311K
$57.2M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12.6K- 30.87% |
$2.13M - $2.3M
|
28.1K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
49.1KNew |
$8.32M - $8.98M
|
49.1K
$9.03M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
75+ 133.93% |
$12.7K - $13.7K
|
131
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.92KNew |
$325K - $351K
|
1.92K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.28K+ 2.38% |
$385K - $416K
|
97.8K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.07K+ 151.78% |
$520K - $562K
|
5.1K
$937K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
58+ 1.49% |
$9.83K - $10.6K
|
3.94K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-88- 0.28% |
$14.9K - $16.1K
|
30.8K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
35K+ 549.97% |
$5.93M - $6.4M
|
41.3K
$7.6M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.01K- 7.02% |
$1.36M - $1.46M
|
106K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-450- 1.5% |
$76.2K - $82.3K
|
29.6K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-424- 4.22% |
$71.8K - $77.5K
|
9.62K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
16+ 0.07% |
$2.71K - $2.93K
|
23.1K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.7K- 2.64% |
$1.14M - $1.23M
|
247K
$45.4M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
11K+ 129.41% |
$1.86M - $2.01M
|
19.5K
$3.59M
|