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 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
175+ 13.17% |
$29.7K - $32K
|
1.5K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
568+ 2.07% |
$96.2K - $104K
|
28K
$5.15M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.75K+ 14.86% |
$466K - $503K
|
21.3K
$3.91M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-175- 10.33% |
$29.7K - $32K
|
1.52K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.73K+ 30.51% |
$462K - $499K
|
11.7K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.46% |
$1.02K - $1.1K
|
1.3K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.59K+ 22.37% |
$269K - $290K
|
8.68K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.53K+ 3.95% |
$598K - $645K
|
92.8K
$17.1M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
308K+ 139.92% |
$52.2M - $56.3M
|
528K
$97.1M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-5.75K- 10.65% |
$973K - $1.05M
|
48.2K
$8.86M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-29.4K- 4.93% |
$4.98M - $5.37M
|
566K
$104M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.07K+ 13.7% |
$350K - $378K
|
17.1K
$3.15M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
98+ 6.11% |
$16.6K - $17.9K
|
1.7K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.45K+ 11.33% |
$923K - $996K
|
53.5K
$9.84M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1K+ 25.23% |
$187K - $201K
|
5.47K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23.9K+ 37.1% |
$4.05M - $4.37M
|
88.3K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
9New |
$1.52K - $1.65K
|
9
$1.65K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
53+ 1.14% |
$8.98K - $9.69K
|
4.69K
$862K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-520- 8.26% |
$88.1K - $95.1K
|
5.78K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
390+ 5.63% |
$66.1K - $71.3K
|
7.32K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
173+ 2.15% |
$29.3K - $31.6K
|
8.2K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-334- 88.59% |
$56.6K - $61.1K
|
43
$7.91K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
70+ 200.0% |
$11.9K - $12.8K
|
105
$19.3K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
26.1K+ 2110.69% |
$4.42M - $4.77M
|
27.3K
$5.02M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-5.56K- 24.34% |
$942K - $1.02M
|
17.3K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-110- 2.31% |
$18.6K - $20.1K
|
4.64K
$854K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-54- 1.87% |
$9.15K - $9.87K
|
2.84K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.9K+ 10.9% |
$322K - $347K
|
19.3K
$3.55M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
168+ 1.5% |
$28.5K - $30.7K
|
11.4K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3+ 0.19% |
$508 - $549
|
1.59K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-93- 1.18% |
$15.8K - $17K
|
7.81K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.97K+ 137.9% |
$334K - $361K
|
3.4K
$626K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
300+ 10.71% |
$50.8K - $54.9K
|
3.1K
$570K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
180+ 5.55% |
$30.5K - $32.9K
|
3.42K
$629K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.89K- 7.4% |
$321K - $346K
|
23.7K
$4.36M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.85K+ 8.61% |
$990K - $1.07M
|
73.7K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 19.32% |
$2.88K - $3.11K
|
105
$19.3K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.96K+ 3.43% |
$671K - $724K
|
119K
$22M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-225- 9.66% |
$38.1K - $41.1K
|
2.11K
$387K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
221+ 8.29% |
$37.4K - $40.4K
|
2.89K
$531K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-7.17K- 8.36% |
$1.21M - $1.31M
|
78.5K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.55K+ 3.31% |
$771K - $832K
|
142K
$26.1M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.03K- 13.14% |
$683K - $737K
|
26.6K
$4.9M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
25New |
$4.24K - $4.57K
|
25
$4.6K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-144- 1.21% |
$24.4K - $26.3K
|
11.8K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.25K+ 42.26% |
$551K - $594K
|
10.9K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.22K+ 6.43% |
$715K - $771K
|
69.9K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
545+ 25.88% |
$92.3K - $99.6K
|
2.65K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
10+ 2.36% |
$1.69K - $1.83K
|
433
$79.6K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-111- 0.89% |
$18.8K - $20.3K
|
12.3K
$2.26M
|