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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-489- 7.41% |
$82.9K - $89.4K
|
6.11K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6- 0.46% |
$1.02K - $1.1K
|
1.31K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.48% |
$2.88K - $3.11K
|
3.55K
$652K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.14K+ 3.6% |
$193K - $208K
|
32.8K
$6.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 3.08% |
$8.47K - $9.14K
|
1.58K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16.3KNew |
$2.77M - $2.98M
|
16.3K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-33- 0.65% |
$5.59K - $6.03K
|
5.04K
$927K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6.12K- 22.49% |
$1.04M - $1.12M
|
21.1K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
23.4K+ 48.29% |
$3.97M - $4.28M
|
71.9K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.93K- 3.94% |
$497K - $536K
|
71.6K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
4.92K+ 19.22% |
$833K - $899K
|
30.5K
$5.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.02K- 17.32% |
$342K - $369K
|
9.63K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.3K- 7.18% |
$2.93M - $3.16M
|
223K
$41M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.79K+ 5.23% |
$982K - $1.06M
|
117K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.05KNew |
$347K - $375K
|
2.05K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.59K+ 8.89% |
$1.29M - $1.39M
|
93K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
1.6K+ 41.03% |
$271K - $293K
|
5.5K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 26.78% |
$295K - $318K
|
4.76K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2K+ 131.28% |
$339K - $366K
|
3.53K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
214New |
$36.3K - $39.1K
|
214
$39.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.2K- 24.47% |
$1.73M - $1.86M
|
31.4K
$5.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
480+ 0.99% |
$81.3K - $87.8K
|
49K
$9M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-5.35K- 19.3% |
$907K - $979K
|
22.4K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
9.98K+ 183.98% |
$1.69M - $1.83M
|
15.4K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-63- 2.08% |
$10.7K - $11.5K
|
2.97K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
4.7K+ 4.69% |
$797K - $860K
|
105K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
36K+ 26.78% |
$6.11M - $6.59M
|
171K
$31.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 21.28% |
$8.47K - $9.14K
|
185
$34K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 5.88% |
$119K - $128K
|
12.6K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.1K+ 3.59% |
$695K - $750K
|
119K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-42- 0.91% |
$7.12K - $7.68K
|
4.57K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
162+ 0.28% |
$27.4K - $29.6K
|
57.1K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.36K+ 13.87% |
$568K - $613K
|
27.6K
$5.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$169 - $183
|
1.38K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
220+ 10.99% |
$37.3K - $40.2K
|
2.22K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
247New |
$41.8K - $45.2K
|
247
$45.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
643K+ 26.74% |
$109M - $118M
|
3.05M
$560M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.37K+ 14.67% |
$232K - $250K
|
10.7K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-560- 12.09% |
$94.9K - $102K
|
4.07K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.8K+ 17.05% |
$1.99M - $2.15M
|
80.7K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.56K+ 174.87% |
$1.11M - $1.2M
|
10.3K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.17K+ 44.28% |
$199K - $214K
|
3.82K
$703K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.52% |
$3.39K - $3.66K
|
3.89K
$715K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
662+ 12.24% |
$112K - $121K
|
6.07K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-27.9K- 90.83% |
$4.73M - $5.11M
|
2.82K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-107- 0.94% |
$18.1K - $19.6K
|
11.3K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-113- 7.62% |
$19.1K - $20.7K
|
1.37K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
962+ 2.56% |
$163K - $176K
|
38.6K
$7.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
546+ 11.81% |
$92.5K - $99.8K
|
5.17K
$951K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
178K+ 24.08% |
$30.2M - $32.6M
|
919K
$169M
|