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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34+ 1.04% |
$5.92K - $6.38K
|
3.29K
$595K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42.6K+ 135.05% |
$7.42M - $7.99M
|
74.1K
$13.4M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.42M- 99.13% |
$1.47B - $1.58B
|
73.9K
$13.4M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.15K- 4.76% |
$200K - $215K
|
23K
$4.16M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.39K+ 1.3% |
$1.29M - $1.39M
|
576K
$104M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6K+ 45.23% |
$801K - $862K
|
14.8K
$2.67M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
583+ 7.97% |
$102K - $109K
|
7.9K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-103- 0.78% |
$17.9K - $19.3K
|
13.1K
$2.37M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.6KNew |
$628K - $676K
|
3.6K
$653K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
500New |
$87.1K - $93.8K
|
500
$90.5K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
178+ 0.37% |
$31K - $33.4K
|
48.2K
$8.74M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.66K+ 6.2% |
$813K - $875K
|
79.9K
$14.5M
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3+ 0.05% |
$523 - $563
|
5.75K
$1.04M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-20- 0.99% |
$3.48K - $3.75K
|
2K
$363K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.38K+ 3.01% |
$589K - $635K
|
116K
$21M
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
40.4KNew |
$7.03M - $7.58M
|
40.4K
$7.31M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
645+ 0.81% |
$112K - $121K
|
80.6K
$14.6M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
82.5K+ 11.19% |
$14.4M - $15.5M
|
820K
$148M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.32KNew |
$927K - $998K
|
5.32K
$963K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
567+ 9.77% |
$98.8K - $106K
|
6.37K
$1.15M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
64.2K+ 45.59% |
$11.2M - $12M
|
205K
$37.1M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.26K+ 4.4% |
$219K - $236K
|
29.8K
$5.4M
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
57.3K+ 5094.84% |
$9.99M - $10.8M
|
58.4K
$10.6M
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-522- 27.19% |
$90.9K - $97.9K
|
1.4K
$253K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.18K+ 2.11% |
$205K - $221K
|
56.9K
$10.3M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
117+ 4.0% |
$20.4K - $22K
|
3.04K
$551K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.95KNew |
$340K - $367K
|
1.95K
$354K
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.15KNew |
$374K - $403K
|
2.15K
$389K
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.11KNew |
$543K - $584K
|
3.11K
$564K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.68KNew |
$641K - $690K
|
3.68K
$666K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$348 - $375
|
2.46K
$446K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
3.37KNew |
$588K - $633K
|
3.37K
$611K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
470New |
$81.9K - $88.2K
|
470
$85.1K
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 41.87% |
$205K - $220K
|
1.63K
$295K
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
26.7KNew |
$4.64M - $5M
|
26.7K
$4.83M
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.86KNew |
$498K - $536K
|
2.86K
$517K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
12K+ 418.23% |
$2.09M - $2.26M
|
14.9K
$2.7M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.52K+ 2.09% |
$265K - $285K
|
74.1K
$13.4M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
268+ 1.5% |
$46.7K - $50.3K
|
18.1K
$3.27M
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
885+ 1.37% |
$154K - $166K
|
65.3K
$11.8M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.88K- 4.4% |
$676K - $729K
|
84.5K
$15.3M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
195+ 11.86% |
$34K - $36.6K
|
1.84K
$333K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
53New |
$9.23K - $9.94K
|
53
$9.6K
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-255- 9.82% |
$44.4K - $47.8K
|
2.34K
$424K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
21+ 0.8% |
$3.66K - $3.94K
|
2.65K
$480K
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.35% |
$1.74K - $1.88K
|
2.9K
$525K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-613- 19.36% |
$107K - $115K
|
2.55K
$462K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
982+ 32.4% |
$171K - $184K
|
4.01K
$727K
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-9- 0.03% |
$1.57K - $1.69K
|
26K
$4.71M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
78+ 105.41% |
$13.6K - $14.6K
|
152
$27.5K
|