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
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.2M+ 11.96% |
$203M - $219M
|
11.2M
$2.06B
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-2- -0.0% |
$339 - $366
|
54.4K
$10M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.1K+ 101.3% |
$356K - $384K
|
4.17K
$767K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-250- 1.7% |
$42.4K - $45.7K
|
14.4K
$2.65M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
720New |
$122K - $132K
|
720
$132K
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
7.2K+ 9.5% |
$1.22M - $1.32M
|
82.9K
$15.2M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.6K+ 5.65% |
$13.7M - $14.7M
|
1.51M
$277M
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 35.76% |
$326K - $352K
|
7.32K
$1.35M
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.34K- 1.64% |
$565K - $610K
|
200K
$36.8M
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.09K+ 55.39% |
$863K - $931K
|
14.3K
$2.63M
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
766+ 5.82% |
$130K - $140K
|
13.9K
$2.56M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
655+ 20.09% |
$111K - $120K
|
3.92K
$720K
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.72K+ 9.22% |
$460K - $496K
|
32.2K
$5.91M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-271- 9.59% |
$45.9K - $49.5K
|
2.56K
$470K
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-100- 5.18% |
$16.9K - $18.3K
|
1.83K
$336K
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-150- 4.89% |
$25.4K - $27.4K
|
2.92K
$537K
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-315K- 59.23% |
$53.3M - $57.5M
|
217K
$39.8M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63.2K+ 15.9% |
$10.7M - $11.6M
|
460K
$84.6M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
435K+ 34.05% |
$73.6M - $79.5M
|
1.71M
$315M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.53K- 7.27% |
$768K - $828K
|
57.8K
$10.6M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-42- 0.93% |
$7.12K - $7.68K
|
4.45K
$818K
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
18.1K+ 47.58% |
$3.06M - $3.3M
|
56K
$10.3M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1- 0.01% |
$169 - $183
|
8.44K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.7K+ 4.28% |
$2.66M - $2.87M
|
383K
$70.4M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
841+ 21.27% |
$142K - $154K
|
4.79K
$881K
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
370+ 2.61% |
$62.7K - $67.7K
|
14.6K
$2.68M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.23K- 50.08% |
$208K - $225K
|
1.23K
$225K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.8K- 23.09% |
$2.5M - $2.7M
|
49.2K
$9.04M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
99+ 5.77% |
$16.8K - $18.1K
|
1.81K
$334K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50.7K- 39.26% |
$8.59M - $9.27M
|
78.4K
$14.4M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.9K+ 13.37% |
$3.54M - $3.82M
|
177K
$32.6M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
113+ 9.59% |
$19.1K - $20.7K
|
1.29K
$237K
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-22.1K- 17.29% |
$3.74M - $4.03M
|
106K
$19.4M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
75+ 66.37% |
$12.7K - $13.7K
|
188
$34.6K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
4.85K+ 4.15% |
$822K - $887K
|
122K
$22.4M
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-805- 8.48% |
$136K - $147K
|
8.69K
$1.6M
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.96K+ 16.44% |
$1.52M - $1.64M
|
63.5K
$11.7M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.78KNew |
$640K - $691K
|
3.78K
$695K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 64.12% |
$3M - $3.24M
|
9.92K
$1.82M
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.92KNew |
$325K - $351K
|
1.92K
$353K
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-330- 14.35% |
$55.9K - $60.3K
|
1.97K
$362K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.56K+ 17.0% |
$942K - $1.02M
|
38.3K
$7.04M
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.58K+ 0.75% |
$437K - $472K
|
345K
$63.4M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6.49K+ 57.25% |
$1.1M - $1.19M
|
17.8K
$3.28M
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
11.8K+ 84.29% |
$2M - $2.16M
|
25.8K
$4.74M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 1.35% |
$195K - $210K
|
86.7K
$15.9M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
259+ 74.64% |
$43.9K - $47.4K
|
606
$111K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-513- 25.62% |
$86.9K - $93.8K
|
1.49K
$274K
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-308- 1.78% |
$52.2K - $56.3K
|
17K
$3.13M
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.95K- 3.54% |
$1.01M - $1.09M
|
162K
$29.8M
|