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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.8K- 51.5% |
$3.44M - $3.71M
|
18.6K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
610New |
$106K - $114K
|
610
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
15.6K+ 80.56% |
$2.72M - $2.93M
|
35K
$6.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.65KNew |
$810K - $872K
|
4.65K
$808K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
557New |
$97K - $105K
|
557
$96.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45- 0.45% |
$7.84K - $8.44K
|
9.98K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
130+ 11.56% |
$22.6K - $24.4K
|
1.26K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
439+ 15.4% |
$76.5K - $82.4K
|
3.29K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
362+ 1.56% |
$63.1K - $67.9K
|
23.6K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
8.63K+ 35.94% |
$1.5M - $1.62M
|
32.7K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.7K- 59.73% |
$2.22M - $2.39M
|
8.57K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
34.4KNew |
$6M - $6.46M
|
34.4K
$5.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.25K+ 12.06% |
$392K - $423K
|
20.9K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-138K- 63.5% |
$24.1M - $26M
|
79.5K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
361K+ 32458.13% |
$62.9M - $67.8M
|
362K
$63M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
64K+ 13.7% |
$11.2M - $12M
|
531K
$92.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55.2K- 12.19% |
$9.61M - $10.4M
|
397K
$69M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
204KNew |
$35.5M - $38.2M
|
204K
$35.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-723- 18.43% |
$126K - $136K
|
3.2K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
582+ 5.04% |
$101K - $109K
|
12.1K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
798+ 0.73% |
$139K - $150K
|
111K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
56+ 2.0% |
$9.76K - $10.5K
|
2.86K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.94K+ 9.92% |
$338K - $364K
|
21.5K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
27.3K+ 122.7% |
$4.76M - $5.13M
|
49.6K
$8.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
148KNew |
$25.8M - $27.8M
|
148K
$25.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.91KNew |
$507K - $546K
|
2.91K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.6KNew |
$1.15M - $1.24M
|
6.6K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.65KNew |
$983K - $1.06M
|
5.65K
$981K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 10.4% |
$20.3M - $21.8M
|
1M
$174M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
357+ 2.56% |
$62.2K - $67K
|
14.3K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-136- 64.76% |
$23.7K - $25.5K
|
74
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-296- 2.78% |
$51.6K - $55.5K
|
10.3K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26.4K+ 87.86% |
$4.6M - $4.96M
|
56.5K
$9.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-42- 3.02% |
$7.32K - $7.88K
|
1.35K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.46K+ 8.13% |
$255K - $274K
|
19.4K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
179+ 15.3% |
$31.2K - $33.6K
|
1.35K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 11.01% |
$181K - $195K
|
10.5K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.53KNew |
$266K - $286K
|
1.53K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.76K+ 100.62% |
$655K - $706K
|
7.5K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.39K+ 15.39% |
$241K - $260K
|
10.4K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4KNew |
$697K - $750K
|
4K
$695K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
13.5KNew |
$2.35M - $2.53M
|
13.5K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.93K+ 1.09% |
$337K - $363K
|
179K
$31.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-32.6K- 51.17% |
$5.69M - $6.13M
|
31.2K
$5.42M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
19.1K+ 54.04% |
$3.32M - $3.58M
|
54.4K
$9.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-13.8K- 33.23% |
$2.4M - $2.59M
|
27.7K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-25- 0.17% |
$4.36K - $4.69K
|
14.6K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 17.65% |
$331K - $356K
|
12.7K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
63.7KNew |
$11.1M - $12M
|
63.7K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
948+ 3.09% |
$165K - $178K
|
31.6K
$5.49M
|