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 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 1.79% |
$4.41K - $4.75K
|
1.42K
$262K
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 21.83% |
$388K - $419K
|
8.21K
$1.51M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.74K- 10.8% |
$1.65M - $1.78M
|
80.4K
$14.8M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.38K+ 10.1% |
$573K - $619K
|
36.9K
$6.78M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.23KNew |
$1.05M - $1.14M
|
6.23K
$1.14M
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-65.7K- 82.59% |
$11.1M - $12M
|
13.8K
$2.55M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
29+ 0.71% |
$4.91K - $5.3K
|
4.12K
$758K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
126+ 5.42% |
$21.3K - $23K
|
2.45K
$450K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 5.1% |
$4.74K - $5.12K
|
577
$106K
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
28.7KNew |
$4.87M - $5.25M
|
28.7K
$5.28M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.54K- 18.18% |
$260K - $281K
|
6.92K
$1.27M
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-228- 11.53% |
$38.6K - $41.7K
|
1.75K
$322K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
29.2K+ 27.51% |
$4.96M - $5.35M
|
136K
$24.9M
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-4- -0.0% |
$678 - $731
|
112K
$20.5M
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 9.37% |
$505K - $544K
|
34.8K
$6.39M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.21K+ 11.34% |
$1.22M - $1.32M
|
70.8K
$13M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38.5K- 9.57% |
$6.52M - $7.03M
|
364K
$66.8M
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.31K- 6.82% |
$561K - $605K
|
45.2K
$8.32M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-44.4K- 25.36% |
$7.53M - $8.13M
|
131K
$24.1M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.31K+ 94.33% |
$561K - $605K
|
6.82K
$1.25M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-239- 2.06% |
$40.5K - $43.7K
|
11.4K
$2.09M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.06KNew |
$687K - $742K
|
4.06K
$746K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.47K- 0.68% |
$758K - $817K
|
651K
$120M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
545+ 2.37% |
$92.3K - $99.6K
|
23.5K
$4.32M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-629- 9.36% |
$107K - $115K
|
6.09K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.3K+ 7.44% |
$221K - $238K
|
18.8K
$3.46M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
68.4KNew |
$11.6M - $12.5M
|
68.4K
$12.6M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11K+ 18.63% |
$188K - $203K
|
7.08K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.66% |
$3.39K - $3.66K
|
3.06K
$563K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
85+ 1.16% |
$14.4K - $15.5K
|
7.4K
$1.36M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26K+ 139.84% |
$4.41M - $4.76M
|
44.7K
$8.21M
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-167- 8.57% |
$28.3K - $30.5K
|
1.78K
$328K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.39K- 8.62% |
$1.08M - $1.17M
|
67.7K
$12.5M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
427K+ 108.65% |
$72.3M - $78M
|
820K
$151M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
967+ 67.48% |
$164K - $177K
|
2.4K
$441K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-75- 3.9% |
$12.7K - $13.7K
|
1.85K
$340K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.5K- 12.82% |
$1.61M - $1.74M
|
64.6K
$11.9M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.48K+ 13.26% |
$1.44M - $1.55M
|
72.5K
$13.3M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-74- 73.27% |
$12.5K - $13.5K
|
27
$4.96K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
660+ 3.79% |
$112K - $121K
|
18.1K
$3.33M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.72K+ 13.95% |
$291K - $314K
|
14K
$2.58M
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-175- 6.86% |
$29.7K - $32K
|
2.38K
$437K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
171K+ 14.2% |
$28.9M - $31.2M
|
1.37M
$252M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.47KNew |
$249K - $269K
|
1.47K
$270K
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-301- 10.99% |
$51K - $55K
|
2.44K
$448K
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.44K- 60.37% |
$1.26M - $1.36M
|
4.88K
$898K
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-3.59K- 10.04% |
$609K - $657K
|
32.2K
$5.92M
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
4.3K+ 51.2% |
$729K - $787K
|
12.7K
$2.34M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
5+ 0.05% |
$847 - $914
|
9.73K
$1.79M
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
128+ 1.42% |
$21.7K - $23.4K
|
9.17K
$1.69M
|