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 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$169 - $183
|
5.95K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.78KNew |
$1.32M - $1.42M
|
7.78K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
89+ 3.94% |
$15.1K - $16.3K
|
2.35K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.21K+ 3.05% |
$545K - $588K
|
108K
$19.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-137- 1.38% |
$23.2K - $25K
|
9.76K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 22.9% |
$8.3K - $8.96K
|
263
$48.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
760New |
$129K - $139K
|
760
$140K
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
5.3K+ 13.08% |
$898K - $970K
|
45.9K
$8.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
17.3K+ 26.7% |
$2.93M - $3.16M
|
82.1K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.33K+ 35.41% |
$1.07M - $1.16M
|
24.2K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.84K- 2.14% |
$650K - $702K
|
176K
$32.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
11.3K+ 21364.15% |
$1.92M - $2.07M
|
11.4K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.98K+ 2.56% |
$844K - $910K
|
199K
$36.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-48- 1.52% |
$8.13K - $8.78K
|
3.11K
$572K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 121.38% |
$1.88M - $2.02M
|
20.2K
$3.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-47.1K- 13.27% |
$7.98M - $8.61M
|
308K
$56.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$291K - $314K
|
1.72K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-584- 4.33% |
$98.9K - $107K
|
12.9K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35.2KNew |
$5.97M - $6.44M
|
35.2K
$6.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 4.67% |
$214K - $231K
|
25.8K
$4.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-133- 0.34% |
$22.5K - $24.3K
|
39.5K
$7.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$169 - $183
|
3.07K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
1.28KNew |
$217K - $234K
|
1.28K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.27K+ 9.26% |
$385K - $416K
|
26.8K
$4.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
546+ 2.12% |
$92.5K - $99.8K
|
26.2K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
528+ 28.63% |
$89.5K - $96.5K
|
2.37K
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
661+ 3.08% |
$112K - $121K
|
22.1K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.56K+ 19.62% |
$433K - $467K
|
15.6K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-255- 19.92% |
$43.2K - $46.6K
|
1.03K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 2.42% |
$621K - $670K
|
155K
$28.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
371+ 9.28% |
$62.9K - $67.8K
|
4.37K
$804K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-6- 0.2% |
$1.02K - $1.1K
|
2.92K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.23KNew |
$208K - $225K
|
1.23K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.53K+ 16.52% |
$259K - $279K
|
10.8K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
134K+ 91.64% |
$22.7M - $24.5M
|
281K
$51.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.29K+ 106.47% |
$387K - $418K
|
4.43K
$815K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.61K+ 9.8% |
$272K - $293K
|
18K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.27KNew |
$384K - $414K
|
2.27K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.28K+ 42.86% |
$386K - $417K
|
7.6K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12+ 0.97% |
$2.03K - $2.19K
|
1.25K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.86K- 11.11% |
$315K - $340K
|
14.9K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
5.44K+ 43.89% |
$921K - $994K
|
17.8K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-585- 20.92% |
$99.1K - $107K
|
2.21K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
962+ 19.72% |
$163K - $176K
|
5.84K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.3K- 23.93% |
$220K - $237K
|
4.13K
$759K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
2.84K+ 33.81% |
$481K - $519K
|
11.2K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.43% |
$1.02K - $1.1K
|
1.41K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2- 0.06% |
$339 - $366
|
3.4K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.65K+ 2.64% |
$449K - $485K
|
103K
$18.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-56K- 35.5% |
$9.49M - $10.2M
|
102K
$18.7M
|