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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.27K- 5.47% |
$385K - $416K
|
39.3K
$7.23M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-229- 5.95% |
$38.8K - $41.9K
|
3.62K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.8K- 6.15% |
$1.83M - $1.97M
|
165K
$30.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.99KNew |
$506K - $547K
|
2.99K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1K- 18.7% |
$169K - $183K
|
4.35K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3.39K+ 4.7% |
$574K - $620K
|
75.5K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
244+ 4.33% |
$41.3K - $44.6K
|
5.88K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.2K- 84.27% |
$4.6M - $4.97M
|
5.07K
$933K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.07K+ 8.44% |
$351K - $378K
|
26.6K
$4.89M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-84.6K- 14.6% |
$14.3M - $15.5M
|
495K
$91M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
13.9K+ 2.42% |
$2.36M - $2.55M
|
590K
$108M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-19.6K- 80.43% |
$3.32M - $3.59M
|
4.78K
$878K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.89% |
$2.03K - $2.19K
|
1.33K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
410+ 32.67% |
$69.5K - $75K
|
1.67K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
335K+ 570.73% |
$56.7M - $61.2M
|
393K
$72.3M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.39K- 23.91% |
$236K - $254K
|
4.43K
$814K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
584+ 8.3% |
$98.9K - $107K
|
7.62K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.26K+ 0.97% |
$214K - $231K
|
132K
$24.3M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-103- 0.79% |
$17.5K - $18.8K
|
13K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.24K+ 5.38% |
$379K - $409K
|
43.8K
$8.05M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
844+ 15.47% |
$143K - $154K
|
6.3K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$169 - $183
|
2.27K
$417K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-774- 22.25% |
$131K - $142K
|
2.71K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
240+ 1.23% |
$40.7K - $43.9K
|
19.7K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-193- 9.45% |
$32.7K - $35.3K
|
1.85K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-95- 0.04% |
$16.1K - $17.4K
|
267K
$49M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.34% |
$339 - $366
|
592
$109K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.43K- 52.74% |
$750K - $809K
|
3.97K
$729K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.21K+ 5.46% |
$205K - $222K
|
23.4K
$4.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.5K- 30.07% |
$2.46M - $2.65M
|
33.7K
$6.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
344+ 25.98% |
$58.3K - $62.9K
|
1.67K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.12K+ 7.8% |
$359K - $387K
|
29.3K
$5.38M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
308+ 2.66% |
$52.2K - $56.3K
|
11.9K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
223+ 7.81% |
$37.8K - $40.8K
|
3.08K
$566K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
26.1K+ 21.68% |
$4.42M - $4.77M
|
146K
$26.9M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.87K+ 96.18% |
$486K - $525K
|
5.86K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.54K- 1.54% |
$430K - $464K
|
162K
$29.8M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-243- 47.55% |
$41.2K - $44.4K
|
268
$49.3K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-751- 0.69% |
$127K - $137K
|
108K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.14% |
$678 - $731
|
2.95K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-204- 2.41% |
$34.6K - $37.3K
|
8.25K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
16+ 0.59% |
$2.71K - $2.93K
|
2.74K
$504K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-30- 2.38% |
$5.08K - $5.49K
|
1.23K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-184- 0.37% |
$31.2K - $33.6K
|
50.2K
$9.22M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
83+ 2.07% |
$14.1K - $15.2K
|
4.1K
$753K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-32K- 38.84% |
$5.42M - $5.85M
|
50.4K
$9.26M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.17KNew |
$197K - $213K
|
1.17K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
11.7K+ 68.45% |
$1.98M - $2.14M
|
28.8K
$5.29M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
10.4K+ 64.0% |
$1.76M - $1.9M
|
26.6K
$4.89M
|
|
|
May 05, 2025
Q1 2025
|
Highlander Partners, L.P.
|
BUY
|
- |
9.9KNew |
$1.68M - $1.81M
|
9.9K
$1.82M
|