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 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
146KNew |
$25.5M - $27.5M
|
146K
$26.5M
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-390- 18.53% |
$67.9K - $73.2K
|
1.72K
$311K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
210+ 6.37% |
$36.6K - $39.4K
|
3.51K
$635K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
8.41K+ 48.97% |
$1.47M - $1.58M
|
25.6K
$4.63M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-52.8K- 34.19% |
$9.19M - $9.9M
|
102K
$18.4M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
601+ 1.71% |
$105K - $113K
|
35.8K
$6.48M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.37K+ 14.34% |
$238K - $256K
|
10.9K
$1.97M
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-91.5K- 76.95% |
$15.9M - $17.2M
|
27.4K
$4.97M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.9K+ 27.7% |
$2.42M - $2.6M
|
63.9K
$11.6M
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
7.8K+ 72.7% |
$1.36M - $1.46M
|
18.5K
$3.36M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.42K- 8.69% |
$771K - $830K
|
46.5K
$8.42M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.9K- 10.8% |
$680K - $732K
|
32.2K
$5.84M
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
257+ 0.73% |
$44.8K - $48.2K
|
35.6K
$6.45M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.13K- 6.18% |
$196K - $211K
|
17.1K
$3.1M
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.98KNew |
$1.56M - $1.69M
|
8.98K
$1.63M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.58KNew |
$623K - $671K
|
3.58K
$648K
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.25KNew |
$217K - $234K
|
1.25K
$226K
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21.4KNew |
$3.74M - $4.02M
|
21.4K
$3.88M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
615New |
$107K - $115K
|
615
$111K
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.67KNew |
$465K - $501K
|
2.67K
$483K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.72K+ 9.92% |
$1.17M - $1.26M
|
74.5K
$13.5M
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-90- 0.05% |
$15.7K - $16.9K
|
192K
$34.8M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.42K+ 3.36% |
$596K - $642K
|
105K
$19.1M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
48+ 1.21% |
$8.36K - $9.01K
|
4.02K
$727K
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
146+ 0.8% |
$25.4K - $27.4K
|
18.3K
$3.32M
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
127K+ 23.48% |
$22.2M - $23.9M
|
670K
$121M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
17.2KNew |
$3M - $3.23M
|
17.2K
$3.11M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.47% |
$1.74K - $1.88K
|
2.11K
$381K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1+ 0.04% |
$174 - $188
|
2.82K
$510K
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.41K+ 4.17% |
$420K - $453K
|
60.3K
$10.9M
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-28- 0.49% |
$4.88K - $5.25K
|
5.63K
$1.02M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
29.8K+ 28.49% |
$5.2M - $5.6M
|
135K
$24.4M
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-99- 2.9% |
$17.2K - $18.6K
|
3.32K
$601K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.49KNew |
$782K - $842K
|
4.49K
$813K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.6K- 34.28% |
$3.06M - $3.3M
|
33.7K
$6.1M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.68K+ 2.63% |
$292K - $314K
|
65.4K
$11.8M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.13K- 52.01% |
$545K - $587K
|
2.89K
$523K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
21.2KNew |
$3.7M - $3.98M
|
21.2K
$3.84M
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-128- 1.49% |
$22.3K - $24K
|
8.45K
$1.53M
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
32KNew |
$5.57M - $6M
|
32K
$5.79M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
99.8KNew |
$17.4M - $18.7M
|
99.8K
$18.1M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.9K+ 8.08% |
$330K - $356K
|
25.3K
$4.59M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.82K- 2.95% |
$840K - $904K
|
158K
$28.7M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.31K+ 3.81% |
$576K - $620K
|
90.2K
$16.3M
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-732- 2.33% |
$128K - $137K
|
30.7K
$5.55M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
27.8K+ 207.97% |
$4.85M - $5.22M
|
41.2K
$7.46M
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.83KNew |
$319K - $344K
|
1.83K
$332K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-63- 5.25% |
$11K - $11.8K
|
1.14K
$206K
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.34KNew |
$407K - $438K
|
2.34K
$423K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-312- 35.9% |
$54.4K - $58.5K
|
557
$101K
|