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
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1+ 0.04% |
$169 - $183
|
2.73K
$503K
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.3K+ 13.66% |
$390K - $421K
|
19.2K
$3.52M
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-168- 5.11% |
$28.5K - $30.7K
|
3.12K
$574K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-688- 1.56% |
$117K - $126K
|
43.4K
$7.97M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
816+ 1.98% |
$138K - $149K
|
42K
$7.73M
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
249+ 565.91% |
$42.2K - $45.5K
|
293
$53.9K
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.6K+ 10.29% |
$610K - $658K
|
38.6K
$7.09M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.75K- 16.86% |
$297K - $320K
|
8.63K
$1.59M
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
314+ 69.16% |
$53.2K - $57.4K
|
768
$141K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
258K+ 6.9% |
$43.6M - $47.1M
|
3.99M
$733M
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.01K- 2.51% |
$171K - $185K
|
39.2K
$7.21M
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-351- 8.65% |
$59.5K - $64.2K
|
3.71K
$682K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-86K- 2.25% |
$14.6M - $15.7M
|
3.74M
$687M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
PUT |
-1.2K- 9.45% |
$203K - $219K
|
11.5K
$2.11M
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 9.29% |
$385K - $416K
|
26.7K
$4.92M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.2K+ 12.37% |
$1.05M - $1.13M
|
56.3K
$10.3M
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
245+ 3.57% |
$41.5K - $44.8K
|
7.11K
$1.31M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18K- 3.95% |
$3.05M - $3.29M
|
438K
$80.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
410K+ 6.24% |
$69.5M - $75M
|
6.98M
$1.28B
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
1.18M+ 507.8% |
$200M - $215M
|
1.41M
$259M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
494+ 3.99% |
$83.7K - $90.3K
|
12.9K
$2.37M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.15% |
$508 - $549
|
2.02K
$371K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.5K- 24.1% |
$1.77M - $1.91M
|
32.9K
$6.06M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.78K+ 2.12% |
$1.49M - $1.6M
|
423K
$77.8M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
582+ 12.72% |
$98.6K - $106K
|
5.16K
$948K
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
286+ 1.21% |
$48.5K - $52.3K
|
23.9K
$4.39M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.1K- 41.44% |
$186K - $201K
|
1.55K
$285K
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-8.21K- 1.54% |
$1.39M - $1.5M
|
524K
$96.4M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
11.6KNew |
$1.97M - $2.13M
|
11.6K
$2.14M
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
186KNew |
$31.6M - $34.1M
|
186K
$34.2M
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10.1KNew |
$1.71M - $1.85M
|
10.1K
$1.86M
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-702- 5.04% |
$119K - $128K
|
13.2K
$2.43M
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
331+ 2.61% |
$56.1K - $60.5K
|
13K
$2.39M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
424+ 9.71% |
$71.8K - $77.5K
|
4.79K
$881K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.39K+ 0.55% |
$914K - $986K
|
990K
$182M
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
8.02K+ 15.73% |
$1.36M - $1.47M
|
59K
$10.9M
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.61K- 21.23% |
$273K - $295K
|
5.98K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
45.2KNew |
$7.65M - $8.26M
|
45.2K
$8.3M
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
640+ 387.88% |
$108K - $117K
|
805
$148K
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
64.4K+ 9.61% |
$10.9M - $11.8M
|
734K
$135M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-599K- 34.02% |
$102M - $110M
|
1.16M
$214M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
PUT |
550KNew |
$93.2M - $101M
|
550K
$101M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
738+ 2.16% |
$125K - $135K
|
34.8K
$6.41M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-404- 5.03% |
$68.4K - $73.9K
|
7.63K
$1.4M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.25K+ 43.38% |
$551K - $595K
|
10.8K
$1.98M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
615+ 337.91% |
$104K - $112K
|
797
$147K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-89K- 27.64% |
$15.1M - $16.3M
|
233K
$42.9M
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.54% |
$1.69K - $1.83K
|
1.88K
$345K
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
407K+ 10491.18% |
$68.9M - $74.4M
|
411K
$75.5M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41K+ 68.59% |
$238K - $257K
|
3.46K
$635K
|