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 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.23K+ 7.11% |
$717K - $774K
|
63.8K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.1K- 14.2% |
$525K - $567K
|
18.7K
$3.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-399- 21.16% |
$67.6K - $73K
|
1.49K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.4K+ 10625.0% |
$576K - $622K
|
3.43K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
304+ 0.4% |
$51.5K - $55.6K
|
75.9K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.41K- 0.65% |
$407K - $440K
|
366K
$67.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
89New |
$15.1K - $16.3K
|
89
$16.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.62K- 1.41% |
$444K - $480K
|
183K
$33.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80.2K+ 11.86% |
$13.6M - $14.7M
|
757K
$139M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
123+ 0.45% |
$20.8K - $22.5K
|
27.6K
$5.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-40.3K- 37.0% |
$6.83M - $7.37M
|
68.6K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
67+ 1.99% |
$11.4K - $12.3K
|
3.43K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
127+ 6.96% |
$21.5K - $23.2K
|
1.95K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.09K+ 9.37% |
$184K - $199K
|
12.7K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.06KNew |
$518K - $559K
|
3.06K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-9.9K- 66.44% |
$1.68M - $1.81M
|
5K
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
274+ 11.45% |
$46.4K - $50.1K
|
2.67K
$490K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.92KNew |
$326K - $351K
|
1.92K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
97+ 5.96% |
$16.4K - $17.7K
|
1.72K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.41K+ 9.58% |
$240K - $259K
|
16.2K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
53+ 3.37% |
$8.98K - $9.69K
|
1.63K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.64K+ 9.98% |
$786K - $849K
|
51.1K
$9.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-204- 41.63% |
$34.6K - $37.3K
|
286
$52.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
20+ 0.48% |
$3.39K - $3.66K
|
4.18K
$769K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
282New |
$47.8K - $51.6K
|
282
$51.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-27- 1.16% |
$4.57K - $4.94K
|
2.31K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
82+ 0.68% |
$13.9K - $15K
|
12.2K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
12.8K+ 24.96% |
$2.17M - $2.35M
|
64.2K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
129+ 1.98% |
$21.9K - $23.6K
|
6.64K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.46K+ 95.47% |
$586K - $633K
|
7.08K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
301+ 4.76% |
$51K - $55K
|
6.63K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-461- 2.16% |
$78.1K - $84.3K
|
20.8K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
9.2K+ 62.25% |
$1.56M - $1.68M
|
24K
$4.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.55K+ 8.29% |
$262K - $283K
|
20.2K
$3.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
55.1K+ 435.56% |
$9.34M - $10.1M
|
67.8K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
159KNew |
$26.9M - $29M
|
159K
$29.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-923- 1.47% |
$156K - $169K
|
61.7K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
162+ 11.62% |
$27.4K - $29.6K
|
1.56K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
4.95KNew |
$839K - $905K
|
4.95K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
5.28K+ 12.34% |
$894K - $965K
|
48K
$8.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
52.8K+ 32.84% |
$8.95M - $9.66M
|
214K
$39.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.94K+ 46.59% |
$329K - $355K
|
6.1K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
968+ 4.48% |
$164K - $177K
|
22.6K
$4.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14+ 0.48% |
$2.37K - $2.56K
|
2.91K
$536K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.19K+ 106.57% |
$1.22M - $1.31M
|
13.9K
$2.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-88- 1.15% |
$14.9K - $16.1K
|
7.57K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-258- 14.58% |
$43.7K - $47.2K
|
1.51K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.79K+ 5.48% |
$304K - $328K
|
34.5K
$6.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-15.3K- 72.29% |
$2.6M - $2.8M
|
5.88K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
431New |
$73K - $78.8K
|
431
$79.2K
|