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 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
5.11KNew |
$866K - $935K
|
5.11K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.52KNew |
$596K - $644K
|
3.52K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-15.3K- 65.79% |
$2.59M - $2.8M
|
7.96K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-523- 5.53% |
$88.6K - $95.6K
|
8.93K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
670+ 0.76% |
$114K - $123K
|
89.1K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
116K+ 14.18% |
$19.7M - $21.3M
|
936K
$172M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
16.8K+ 0.43% |
$2.85M - $3.08M
|
3.95M
$727M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.49K+ 6.19% |
$761K - $822K
|
77.1K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 11.65% |
$283K - $306K
|
16K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-979- 2.14% |
$166K - $179K
|
44.8K
$8.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
555+ 41.95% |
$94K - $101K
|
1.88K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
310+ 2.32% |
$52.5K - $56.7K
|
13.7K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
750+ 30.3% |
$127K - $137K
|
3.23K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.99K- 9.61% |
$845K - $912K
|
46.9K
$8.63M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-43- 0.36% |
$7.29K - $7.86K
|
11.9K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.61K- 6.34% |
$272K - $294K
|
23.7K
$4.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.65K- 10.12% |
$280K - $302K
|
14.7K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6+ 0.13% |
$1.02K - $1.1K
|
4.62K
$849K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-341- 2.2% |
$57.8K - $62.3K
|
15.2K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
121+ 3.66% |
$20.5K - $22.1K
|
3.43K
$630K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.78K+ 2.38% |
$640K - $690K
|
162K
$29.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6.65K- 4.21% |
$1.13M - $1.21M
|
151K
$27.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.37K+ 11.32% |
$1.42M - $1.53M
|
82.3K
$15.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-6.76K- 21.59% |
$1.15M - $1.24M
|
24.6K
$4.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
68+ 5.56% |
$11.5K - $12.4K
|
1.29K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.24% |
$847 - $914
|
2.08K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-8.34K- 27.82% |
$1.41M - $1.52M
|
21.6K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
259+ 19.47% |
$43.9K - $47.4K
|
1.59K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.71K+ 8.12% |
$628K - $678K
|
49.4K
$9.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
8.93KNew |
$1.51M - $1.63M
|
8.93K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-251- 0.86% |
$42.5K - $45.9K
|
28.9K
$5.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
61+ 1.57% |
$10.3K - $11.2K
|
3.95K
$726K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 6.26% |
$1.73M - $1.86M
|
173K
$31.8M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$169 - $183
|
1
$184
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
1.89KNew |
$321K - $346K
|
1.89K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.1K- 43.5% |
$3.24M - $3.5M
|
24.9K
$4.57M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.4KNew |
$406K - $438K
|
2.4K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.84K+ 11.55% |
$989K - $1.07M
|
56.4K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
512+ 12.25% |
$86.7K - $93.6K
|
4.69K
$863K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-39- 1.23% |
$6.61K - $7.13K
|
3.13K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
206+ 14.71% |
$34.9K - $37.7K
|
1.61K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-755- 1.62% |
$128K - $138K
|
45.9K
$8.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.09K- 3.58% |
$862K - $930K
|
137K
$25.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-286- 12.64% |
$48.5K - $52.3K
|
1.98K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
344+ 17.6% |
$58.3K - $62.9K
|
2.3K
$423K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.94K- 43.89% |
$1.34M - $1.45M
|
10.1K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.51KNew |
$763K - $824K
|
4.51K
$828K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-131- 1.0% |
$22.2K - $24K
|
13K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.97K- 18.35% |
$673K - $726K
|
17.7K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.66K+ 7.91% |
$281K - $303K
|
22.6K
$4.16M
|