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 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.91K- 26.06% |
$323K - $348K
|
5.41K
$994K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
166K+ 497.31% |
$28.2M - $30.4M
|
200K
$36.8M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.27% |
$678 - $731
|
1.49K
$273K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
38.3K+ 3.33% |
$6.49M - $7M
|
1.19M
$219M
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
921New |
$156K - $168K
|
921
$169K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.1% |
$508 - $549
|
2.93K
$539K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.95K+ 253.44% |
$499K - $538K
|
4.11K
$755K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.04K+ 47.6% |
$176K - $190K
|
3.23K
$594K
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-7.13K- 54.44% |
$1.21M - $1.3M
|
5.97K
$1.1M
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-3.87K- 26.94% |
$656K - $708K
|
10.5K
$1.93M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
15.8K+ 11.97% |
$2.67M - $2.89M
|
148K
$27.2M
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
69.6K+ 259.43% |
$11.8M - $12.7M
|
96.4K
$17.7M
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.38K+ 82.57% |
$404K - $436K
|
5.27K
$969K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 7.15% |
$266K - $287K
|
23.5K
$4.33M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27+ 1.88% |
$4.57K - $4.94K
|
1.47K
$270K
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-400- 14.78% |
$67.8K - $73.1K
|
2.31K
$424K
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
950+ 31.99% |
$161K - $174K
|
3.92K
$721K
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
184+ 3.64% |
$31.2K - $33.6K
|
5.24K
$963K
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-544- 0.6% |
$92.2K - $99.5K
|
90.8K
$16.7M
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12+ 0.18% |
$2.03K - $2.19K
|
6.68K
$1.23M
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.2K+ 0.98% |
$203K - $219K
|
123K
$22.7M
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.54K+ 110.85% |
$768K - $829K
|
8.63K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1+ 0.03% |
$169 - $183
|
3.56K
$654K
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.31K- 1.12% |
$223K - $240K
|
116K
$21.3M
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3+ 0.03% |
$508 - $549
|
9.19K
$1.69M
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 22.29% |
$174K - $188K
|
3.59K
$660K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-168- 6.56% |
$28.5K - $30.7K
|
2.39K
$440K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
122+ 5.08% |
$20.7K - $22.3K
|
2.52K
$464K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
431+ 23.69% |
$73K - $78.8K
|
2.25K
$414K
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310+ 20.38% |
$52.5K - $56.7K
|
1.83K
$337K
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.56K+ 50.54% |
$264K - $285K
|
4.64K
$853K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5+ 0.29% |
$847 - $914
|
1.71K
$315K
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
7.86K+ 98.21% |
$1.33M - $1.44M
|
15.9K
$2.92M
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.16K+ 48.94% |
$196K - $212K
|
3.52K
$647K
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
31+ 0.13% |
$5.25K - $5.67K
|
24.7K
$4.54M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.03K- 12.57% |
$174K - $188K
|
7.14K
$1.31M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3+ 1.33% |
$508 - $549
|
228
$41.9K
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
490+ 16.57% |
$83K - $89.6K
|
3.45K
$634K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.25% |
$2.54K - $2.74K
|
5.95K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 19.13% |
$1.82M - $1.96M
|
45.3K
$8.34M
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.24K- 50.37% |
$210K - $227K
|
1.22K
$225K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-350- 2.32% |
$59.3K - $64K
|
14.7K
$2.71M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
671+ 8.09% |
$114K - $123K
|
8.97K
$1.65M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
58New |
$9.83K - $10.6K
|
58
$10.7K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.58K+ 5.74% |
$776K - $838K
|
84.4K
$15.5M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-42- 0.24% |
$7.12K - $7.68K
|
17.7K
$3.25M
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
14.2K+ 478.45% |
$2.4M - $2.59M
|
17.2K
$3.15M
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3- 0.02% |
$508 - $549
|
18.2K
$3.35M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-139- 1.65% |
$23.6K - $25.4K
|
8.3K
$1.53M
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 6.04% |
$266K - $287K
|
24.4K
$4.49M
|