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 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.9K+ 1.73% |
$661K - $713K
|
230K
$42.2M
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.47K+ 310.29% |
$1.6M - $1.73M
|
12.5K
$2.3M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-468- 1.14% |
$79.3K - $85.6K
|
40.5K
$7.45M
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.62K+ 8.67% |
$613K - $661K
|
45.3K
$8.33M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-81- 2.99% |
$13.7K - $14.8K
|
2.63K
$484K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-325- 0.52% |
$55.1K - $59.4K
|
62.6K
$11.5M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.26% |
$847 - $914
|
1.92K
$352K
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
462+ 18.84% |
$78.3K - $84.5K
|
2.91K
$536K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
9.08KNew |
$1.54M - $1.66M
|
9.08K
$1.67M
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-168- 5.78% |
$28.5K - $30.7K
|
2.74K
$504K
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.47K+ 32.44% |
$249K - $268K
|
5.99K
$1.1M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10New |
$1.69K - $1.83K
|
10
$1.84K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
44+ 1.48% |
$7.45K - $8.04K
|
3.02K
$556K
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
10.1KNew |
$1.72M - $1.85M
|
10.1K
$1.86M
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
70New |
$11.9K - $12.8K
|
70
$12.9K
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-99- 6.88% |
$16.8K - $18.1K
|
1.34K
$247K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.9K+ 63.77% |
$3.21M - $3.46M
|
48.6K
$8.94M
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-18.7K- 60.62% |
$3.17M - $3.42M
|
12.2K
$2.24M
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.39K+ 5.09% |
$575K - $620K
|
70.1K
$12.9M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35K+ 384.76% |
$5.93M - $6.4M
|
44.1K
$8.11M
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-66- 0.39% |
$11.2K - $12.1K
|
17K
$3.13M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
622+ 2.9% |
$105K - $114K
|
22.1K
$4.06M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5- 17.24% |
$847 - $914
|
24
$4.41K
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
48+ 1.78% |
$8.13K - $8.78K
|
2.75K
$505K
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
53+ 1.46% |
$8.98K - $9.69K
|
3.68K
$676K
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
604+ 16.22% |
$102K - $110K
|
4.33K
$796K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
49.3K+ 24.36% |
$8.36M - $9.02M
|
252K
$46.3M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
31.4K+ 21.25% |
$5.32M - $5.74M
|
179K
$32.9M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
2.61K+ 3.23% |
$442K - $477K
|
83.5K
$15.3M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-84- 1.56% |
$14.2K - $15.4K
|
5.32K
$977K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
24.6KNew |
$4.16M - $4.49M
|
24.6K
$4.52M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.33% |
$1.02K - $1.1K
|
1.8K
$331K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-39.8K- 62.47% |
$6.74M - $7.28M
|
23.9K
$4.4M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.01K- 7.88% |
$171K - $185K
|
11.8K
$2.18M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 0.86% |
$136K - $146K
|
94.3K
$17.3M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18- 0.58% |
$3.05K - $3.29K
|
3.06K
$563K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.82% |
$169 - $183
|
56
$10.3K
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-483- 31.42% |
$81.8K - $88.3K
|
1.05K
$194K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
287+ 13.31% |
$48.6K - $52.5K
|
2.44K
$449K
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.72K+ 40.0% |
$1.31M - $1.41M
|
27K
$4.97M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
28.1K+ 90.21% |
$4.77M - $5.14M
|
59.3K
$10.9M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
481+ 5.61% |
$81.5K - $87.9K
|
9.05K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.75KNew |
$805K - $868K
|
4.75K
$873K
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
850+ 32.93% |
$144K - $155K
|
3.43K
$631K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
152+ 10.85% |
$25.8K - $27.8K
|
1.55K
$286K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.22KNew |
$206K - $222K
|
1.22K
$223K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
11.5K+ 20.7% |
$1.94M - $2.1M
|
66.9K
$12.3M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.25KNew |
$551K - $594K
|
3.25K
$598K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-96- 5.35% |
$16.3K - $17.6K
|
1.7K
$312K
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
109KNew |
$18.5M - $20M
|
109K
$20.1M
|