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 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
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
25+ 0.72% |
$4.24K - $4.57K
|
3.52K
$647K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
22+ 0.39% |
$3.73K - $4.02K
|
5.61K
$1.03M
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
27.1K+ 14.87% |
$4.59M - $4.95M
|
209K
$38.5M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.19K+ 11.39% |
$711K - $767K
|
41K
$7.54M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-144- 1.36% |
$24.4K - $26.3K
|
10.4K
$1.92M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-216- 24.94% |
$36.6K - $39.5K
|
650
$120K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.25K+ 122.75% |
$719K - $776K
|
7.71K
$1.42M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-18K- 32.12% |
$3.06M - $3.3M
|
38.1K
$7.01M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-9.65K- 80.95% |
$1.63M - $1.76M
|
2.27K
$417K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
16.3K+ 126.06% |
$2.76M - $2.97M
|
29.2K
$5.36M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$16.9K - $18.3K
|
100
$18.4K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.08K+ 29.72% |
$861K - $929K
|
22.2K
$4.08M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-145- 2.45% |
$24.6K - $26.5K
|
5.78K
$1.06M
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-7.29K- 62.23% |
$1.24M - $1.33M
|
4.43K
$814K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12- 0.38% |
$2.03K - $2.19K
|
3.19K
$586K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17.5K+ 66.74% |
$2.97M - $3.21M
|
43.8K
$8.06M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.11K+ 3.51% |
$188K - $203K
|
32.7K
$6.01M
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
6.25KNew |
$1.06M - $1.14M
|
6.25K
$1.15M
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
658+ 1.85% |
$111K - $120K
|
36.3K
$6.67M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-319- 11.18% |
$54K - $58.3K
|
2.53K
$466K
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.22K+ 3.42% |
$206K - $223K
|
36.8K
$6.77M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.78KNew |
$471K - $509K
|
2.78K
$512K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
56+ 0.92% |
$9.49K - $10.2K
|
6.16K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 69.3% |
$2.93M - $3.16M
|
42.3K
$7.77M
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-324- 2.02% |
$54.9K - $59.2K
|
15.7K
$2.89M
|