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 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-579- 0.96% |
$101K - $109K
|
59.9K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
13.6KNew |
$2.37M - $2.56M
|
13.6K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$174 - $188
|
6.93K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-450- 8.44% |
$78.4K - $84.4K
|
4.88K
$884K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.95K- 1.77% |
$339K - $365K
|
108K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.29% |
$697 - $750
|
1.37K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.48K+ 2.53% |
$258K - $278K
|
60K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2K+ 100.0% |
$348K - $375K
|
4K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.9K+ 108.36% |
$6.78M - $7.3M
|
74.9K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-134- 7.61% |
$23.3K - $25.1K
|
1.63K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.03K- 10.87% |
$180K - $193K
|
8.46K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.99K+ 34.6% |
$347K - $373K
|
7.74K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.56K- 63.34% |
$446K - $481K
|
1.48K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
800+ 22.99% |
$139K - $150K
|
4.28K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$174 - $188
|
3.03K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-974- 1.36% |
$170K - $183K
|
70.4K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.98K- 1.92% |
$345K - $371K
|
101K
$18.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.81K- 17.95% |
$490K - $527K
|
12.8K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
37.5KNew |
$6.54M - $7.04M
|
37.5K
$6.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
414+ 23.35% |
$72.1K - $77.7K
|
2.19K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
78.2K+ 44.52% |
$13.6M - $14.7M
|
254K
$45.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
623+ 0.51% |
$109K - $117K
|
123K
$22.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-52- 0.64% |
$9.06K - $9.76K
|
8.13K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
65New |
$11.3K - $12.2K
|
65
$11.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
2K+ 9.29% |
$348K - $375K
|
23.5K
$4.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
125K+ 61.78% |
$21.9M - $23.5M
|
329K
$59.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
19+ 0.37% |
$3.31K - $3.56K
|
5.21K
$944K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.78K- 25.42% |
$485K - $522K
|
8.17K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.8KNew |
$487K - $525K
|
2.8K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
94.7K+ 2.46% |
$16.5M - $17.8M
|
3.94M
$713M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.52KNew |
$265K - $285K
|
1.52K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
96New |
$16.7K - $18K
|
96
$17.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.05K+ 54.29% |
$182K - $196K
|
2.97K
$538K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.5K+ 5.27% |
$2M - $2.15M
|
229K
$41.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.76K+ 84.11% |
$306K - $330K
|
3.85K
$696K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
7.57K+ 1.81% |
$1.32M - $1.42M
|
427K
$77.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.9K- 25.07% |
$2.42M - $2.61M
|
41.6K
$7.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.15KNew |
$201K - $216K
|
1.15K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
571+ 8.03% |
$99.5K - $107K
|
7.68K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
65.6K+ 80.53% |
$11.4M - $12.3M
|
147K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.07% |
$871 - $938
|
7.1K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-11- 0.6% |
$1.92K - $2.06K
|
1.82K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-578- 37.85% |
$101K - $108K
|
949
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.48K+ 56.39% |
$1.65M - $1.78M
|
26.3K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
494+ 2.02% |
$86.1K - $92.7K
|
24.9K
$4.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.82MNew |
$666M - $717M
|
3.82M
$692M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
12.7KNew |
$2.21M - $2.38M
|
12.7K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
274New |
$47.7K - $51.4K
|
274
$49.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-11.3K- 71.5% |
$1.97M - $2.12M
|
4.51K
$817K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
303+ 145.67% |
$52.8K - $56.8K
|
511
$92.5K
|