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
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7+ 0.35% |
$1.19K - $1.28K
|
2.01K
$369K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6New |
$1.02K - $1.1K
|
6
$1.1K
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22+ 10.68% |
$3.73K - $4.02K
|
228
$41.9K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
750+ 122.95% |
$127K - $137K
|
1.36K
$250K
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-2.32K- 2.7% |
$393K - $425K
|
83.7K
$15.4M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
943New |
$160K - $172K
|
943
$173K
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
19+ 0.39% |
$3.22K - $3.47K
|
4.9K
$902K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
19+ 0.18% |
$3.22K - $3.47K
|
10.4K
$1.9M
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.97K+ 5.33% |
$503K - $542K
|
58.6K
$10.8M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
621+ 0.79% |
$105K - $114K
|
79K
$14.5M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8K+ 224.68% |
$2.34M - $2.53M
|
20K
$3.68M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.86K- 1.09% |
$654K - $705K
|
351K
$64.5M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
281K+ 77.59% |
$47.6M - $51.4M
|
644K
$118M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
105K+ 571.09% |
$17.7M - $19.1M
|
123K
$22.6M
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
979+ 0.68% |
$166K - $179K
|
146K
$26.8M
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
160+ 7.79% |
$27.1K - $29.3K
|
2.21K
$407K
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
705KNew |
$119M - $129M
|
705K
$130M
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.11K- 2.18% |
$188K - $202K
|
49.7K
$9.14M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.78KNew |
$301K - $325K
|
1.78K
$327K
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.84K- 16.27% |
$820K - $885K
|
24.9K
$4.58M
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
739+ 7.87% |
$125K - $135K
|
10.1K
$1.86M
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-1.16K- 27.62% |
$196K - $211K
|
3.03K
$556K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 339.39% |
$883K - $953K
|
6.75K
$1.24M
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.61KNew |
$273K - $294K
|
1.61K
$296K
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
374+ 10.92% |
$63.4K - $68.4K
|
3.8K
$699K
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.24K- 21.24% |
$1.23M - $1.32M
|
26.9K
$4.94M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.01K+ 3.4% |
$171K - $185K
|
30.8K
$5.66M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
94+ 5.54% |
$15.9K - $17.2K
|
1.79K
$329K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-11- 84.62% |
$1.86K - $2.01K
|
2
$368
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.04K- 49.6% |
$516K - $557K
|
3.09K
$569K
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.48KNew |
$251K - $271K
|
1.48K
$272K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05K+ 12.67% |
$178K - $192K
|
9.35K
$1.72M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
16.2K+ 11.05% |
$2.75M - $2.97M
|
163K
$30M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-205- 0.31% |
$34.7K - $37.5K
|
65.6K
$12.1M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
216+ 1.43% |
$36.6K - $39.5K
|
15.3K
$2.81M
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-30- 0.69% |
$5.08K - $5.49K
|
4.31K
$793K
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.4K- 15.58% |
$1.09M - $1.17M
|
34.7K
$6.38M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-263- 4.77% |
$44.6K - $48.1K
|
5.25K
$966K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.76K- 4.39% |
$468K - $505K
|
60.2K
$11.1M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.59K+ 6.49% |
$1.12M - $1.2M
|
108K
$19.9M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.83K+ 2.49% |
$648K - $700K
|
157K
$28.9M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.1K+ 10.04% |
$186K - $200K
|
12K
$2.21M
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
750+ 54.74% |
$127K - $137K
|
2.12K
$390K
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
1.9K+ 2.44% |
$321K - $346K
|
79.5K
$14.6M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
131K+ 121.41% |
$22.3M - $24M
|
240K
$44.1M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
301K+ 42.51% |
$50.9M - $55M
|
1.01M
$185M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
900+ 34.62% |
$152K - $165K
|
3.5K
$644K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.49K+ 13.56% |
$253K - $273K
|
12.5K
$2.3M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
28+ 0.63% |
$4.74K - $5.12K
|
4.49K
$826K
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.53K+ 4.79% |
$259K - $279K
|
33.4K
$6.15M
|