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 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
299+ 8.11% |
$50.7K - $54.7K
|
3.99K
$733K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.9K+ 16.08% |
$2.36M - $2.55M
|
101K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.4K- 14.67% |
$916K - $988K
|
31.4K
$5.78M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-75- 2.14% |
$12.7K - $13.7K
|
3.43K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
58K+ 365.09% |
$9.83M - $10.6M
|
73.9K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.8M - $1.94M
|
10.6K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
11.5K+ 28.66% |
$1.96M - $2.11M
|
51.8K
$9.53M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
17+ 0.47% |
$2.88K - $3.11K
|
3.66K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
49+ 0.19% |
$8.3K - $8.96K
|
26.1K
$4.8M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
2.06K+ 11.77% |
$349K - $377K
|
19.6K
$3.6M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-92- 73.6% |
$15.6K - $16.8K
|
33
$6.07K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-90.6K- 27.58% |
$15.4M - $16.6M
|
238K
$43.7M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.29KNew |
$218K - $235K
|
1.29K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.1KNew |
$525K - $566K
|
3.1K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-750- 11.95% |
$127K - $137K
|
5.53K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-84- 45.65% |
$14.2K - $15.4K
|
100
$18.4K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.31KNew |
$222K - $239K
|
1.31K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.39K- 3.78% |
$235K - $253K
|
35.3K
$6.49M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.45K+ 56.03% |
$1.26M - $1.36M
|
20.8K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
385+ 0.14% |
$65.2K - $70.4K
|
283K
$52.1M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-15- 0.75% |
$2.54K - $2.74K
|
1.98K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
60+ 0.48% |
$10.2K - $11K
|
12.6K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-578- 4.99% |
$97.9K - $106K
|
11K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 8.73% |
$315K - $340K
|
19.4K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
176+ 1.44% |
$29.8K - $32.2K
|
12.4K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.89K+ 24.56% |
$829K - $894K
|
24.8K
$4.56M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12.7KNew |
$2.15M - $2.32M
|
12.7K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
31+ 0.82% |
$5.25K - $5.67K
|
3.79K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-101- 4.9% |
$17.1K - $18.5K
|
1.96K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
85.9KNew |
$14.5M - $15.7M
|
85.9K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 28.47% |
$469K - $506K
|
12.5K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9.13K+ 13.49% |
$1.55M - $1.67M
|
76.8K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.36% |
$2.2K - $2.38K
|
3.59K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.37KNew |
$740K - $798K
|
4.37K
$803K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.49K+ 139.32% |
$761K - $821K
|
7.71K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.94KNew |
$498K - $537K
|
2.94K
$540K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-121- 1.59% |
$20.5K - $22.1K
|
7.5K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
5.2K+ 36.91% |
$881K - $951K
|
19.3K
$3.55M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
44.7K+ 79.33% |
$7.58M - $8.18M
|
101K
$18.6M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.79K+ 3.07% |
$473K - $511K
|
93.7K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
646+ 6.89% |
$109K - $118K
|
10K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
507+ 5.46% |
$85.9K - $92.7K
|
9.8K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
2.78K+ 14.42% |
$470K - $507K
|
22K
$4.05M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-21- 0.31% |
$3.56K - $3.84K
|
6.82K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
152+ 4.6% |
$25.8K - $27.8K
|
3.46K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
800+ 12.21% |
$136K - $146K
|
7.35K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.49% |
$169 - $183
|
207
$38.1K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.06K- 6.77% |
$687K - $742K
|
55.8K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2K- 50.0% |
$339K - $366K
|
2K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
60.5KNew |
$10.3M - $11.1M
|
60.5K
$11.1M
|