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
|
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
|
|
|
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
|
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
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 339.39% |
$883K - $953K
|
6.75K
$1.24M
|