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 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.15K- 9.21% |
$364K - $392K
|
21.2K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.84K+ 462.44% |
$482K - $520K
|
3.46K
$594K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
25.9K+ 116.78% |
$4.38M - $4.73M
|
48K
$8.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.28K+ 8.96% |
$556K - $600K
|
39.9K
$6.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
9+ 0.17% |
$1.52K - $1.65K
|
5.43K
$933K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-312- 2.32% |
$52.9K - $57K
|
13.1K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11.1K+ 769.19% |
$1.87M - $2.02M
|
12.5K
$2.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
31.8K+ 1281.43% |
$5.39M - $5.82M
|
34.3K
$5.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
275+ 12.62% |
$46.6K - $50.3K
|
2.45K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.4K+ 39.47% |
$237K - $256K
|
4.95K
$850K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.73K- 60.81% |
$1.48M - $1.6M
|
5.63K
$966K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.81K+ 151.94% |
$306K - $330K
|
2.99K
$514K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-9- 0.18% |
$1.52K - $1.65K
|
5.01K
$861K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-487- 28.5% |
$82.5K - $89K
|
1.22K
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-329- 1.1% |
$55.7K - $60.2K
|
29.6K
$5.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1- -0.0% |
$169 - $183
|
96.5K
$16.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.43KNew |
$242K - $262K
|
1.43K
$246K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-575- 0.61% |
$97.4K - $105K
|
93.7K
$16.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 36.45% |
$1.98M - $2.13M
|
43.7K
$7.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-239- 8.26% |
$40.5K - $43.7K
|
2.66K
$456K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
873+ 6.08% |
$148K - $160K
|
15.2K
$2.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-35.9K- 76.88% |
$6.09M - $6.57M
|
10.8K
$1.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
52+ 2.86% |
$8.81K - $9.51K
|
1.87K
$321K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
212+ 3.08% |
$35.9K - $38.8K
|
7.09K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
91+ 1.97% |
$15.4K - $16.6K
|
4.72K
$811K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.93K- 1.93% |
$666K - $718K
|
200K
$34.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.07K+ 37.9% |
$690K - $744K
|
14.8K
$2.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
472K+ 21019.42% |
$80M - $86.3M
|
474K
$81.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-54- 0.15% |
$9.15K - $9.87K
|
36.3K
$6.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.53KNew |
$260K - $280K
|
1.53K
$264K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-159- 6.71% |
$26.9K - $29.1K
|
2.21K
$380K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.62K- 10.59% |
$1.29M - $1.39M
|
64.3K
$11.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
144+ 0.87% |
$24.4K - $26.3K
|
16.7K
$2.87M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.23K- 10.84% |
$378K - $408K
|
18.4K
$3.16M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-324- 11.84% |
$54.9K - $59.2K
|
2.41K
$415K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.1K+ 57.45% |
$1.88M - $2.03M
|
30.5K
$5.23M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.22K+ 74.24% |
$207K - $223K
|
2.87K
$493K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
1.33K+ 16.28% |
$226K - $244K
|
9.52K
$1.63M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
5.77K+ 101.51% |
$978K - $1.06M
|
11.5K
$1.97M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
25.6K+ 485.94% |
$4.33M - $4.68M
|
30.9K
$5.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22.9KNew |
$3.87M - $4.18M
|
22.9K
$3.93M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.4K+ 3.52% |
$746K - $805K
|
130K
$22.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.64K+ 30.13% |
$277K - $299K
|
7.06K
$1.21M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.57K- 6.98% |
$605K - $653K
|
47.6K
$8.17M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
969+ 2.95% |
$164K - $177K
|
33.8K
$5.81M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2.97KNew |
$517K - $556K
|
2.97K
$509K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.76K+ 26.93% |
$829K - $893K
|
22.4K
$3.86M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.1KNew |
$2.98M - $3.21M
|
17.1K
$2.94M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
9.39KNew |
$1.64M - $1.76M
|
9.39K
$1.61M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-184- 9.3% |
$32.1K - $34.5K
|
1.8K
$308K
|
|