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 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
50.9K+ 23.04% |
$8.63M - $9.32M
|
272K
$50M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.76K+ 136.94% |
$298K - $322K
|
3.05K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.05K- 6.12% |
$178K - $192K
|
16.1K
$2.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
53.7KNew |
$9.1M - $9.82M
|
53.7K
$9.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
784New |
$133K - $143K
|
784
$144K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-338- 7.6% |
$57.3K - $61.8K
|
4.11K
$755K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
9.11KNew |
$1.54M - $1.67M
|
9.11K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
4.59K+ 26.74% |
$778K - $839K
|
21.8K
$4M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$169 - $183
|
13.5K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.35K+ 1.89% |
$736K - $795K
|
234K
$43M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.25% |
$12.9K - $13.9K
|
30.4K
$5.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.68KNew |
$285K - $307K
|
1.68K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-133- 66.17% |
$22.5K - $24.3K
|
68
$12.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
76.1KNew |
$12.9M - $13.9M
|
76.1K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.34K+ 3.3% |
$226K - $244K
|
41.7K
$7.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.31K+ 73.64% |
$222K - $240K
|
3.09K
$568K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-523- 83.68% |
$88.6K - $95.6K
|
102
$18.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-300- 3.45% |
$50.8K - $54.9K
|
8.41K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
174New |
$29.5K - $31.8K
|
174
$32K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
595+ 26.14% |
$101K - $109K
|
2.87K
$528K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-448- 14.72% |
$75.9K - $81.9K
|
2.6K
$477K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.67K+ 20.15% |
$791K - $853K
|
27.8K
$5.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.7K+ 55.85% |
$1.81M - $1.96M
|
29.9K
$5.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
640+ 8.8% |
$108K - $117K
|
7.91K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-502- 17.26% |
$85.1K - $91.8K
|
2.41K
$442K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-72- 2.92% |
$12.2K - $13.2K
|
2.39K
$439K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
104+ 0.68% |
$17.6K - $19K
|
15.5K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-294- 2.14% |
$49.8K - $53.8K
|
13.5K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.6K+ 22.46% |
$271K - $292K
|
8.71K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
289+ 1.02% |
$49K - $52.8K
|
28.7K
$5.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
17+ 0.12% |
$2.88K - $3.11K
|
13.9K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-20- 1.26% |
$3.39K - $3.66K
|
1.57K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.9K+ 3.3% |
$830K - $896K
|
153K
$28.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 9.3% |
$531K - $573K
|
30.6K
$5.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 70.2% |
$2.16M - $2.33M
|
5.41K
$994K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.63KNew |
$955K - $1.03M
|
5.63K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18K- 23.67% |
$3.05M - $3.29M
|
58K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.63K+ 223.05% |
$446K - $481K
|
3.81K
$701K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.03KNew |
$683K - $737K
|
4.03K
$741K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 34.38% |
$1.85M - $2M
|
42.7K
$7.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-120- 4.63% |
$20.3K - $21.9K
|
2.47K
$454K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-32- 1.66% |
$5.42K - $5.85K
|
1.9K
$349K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
88+ 3.01% |
$14.9K - $16.1K
|
3.01K
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-436- 4.16% |
$73.9K - $79.7K
|
10.1K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.99K- 9.54% |
$337K - $363K
|
18.8K
$3.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.18KNew |
$369K - $398K
|
2.18K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1K+ 2.98% |
$169K - $183K
|
34.5K
$6.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
7+ 0.47% |
$1.19K - $1.28K
|
1.51K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-15.9K- 72.82% |
$2.7M - $2.91M
|
5.94K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.28K- 49.98% |
$555K - $599K
|
3.28K
$603K
|