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 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 28.02% |
$203K - $219K
|
5.47K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6+ 0.45% |
$1.02K - $1.1K
|
1.35K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.42KNew |
$919K - $992K
|
5.42K
$997K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
177New |
$30K - $32.4K
|
177
$32.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
866+ 2.86% |
$147K - $158K
|
31.1K
$5.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
7.15K+ 33.33% |
$1.21M - $1.31M
|
28.6K
$5.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-125- 4.55% |
$21.2K - $22.9K
|
2.63K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.18K+ 0.48% |
$370K - $399K
|
461K
$84.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
611+ 4.59% |
$104K - $112K
|
13.9K
$2.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
26.8KNew |
$4.54M - $4.9M
|
26.8K
$4.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.43K+ 27.06% |
$412K - $444K
|
11.4K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.76K+ 22.23% |
$298K - $321K
|
9.66K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5+ 0.37% |
$847 - $914
|
1.37K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-53.4K- 34.26% |
$9.05M - $9.77M
|
103K
$18.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
905+ 1.82% |
$153K - $165K
|
50.8K
$9.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-7- 0.11% |
$1.19K - $1.28K
|
6.32K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 20.0% |
$508 - $549
|
18
$3.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-335- 7.42% |
$56.8K - $61.3K
|
4.18K
$769K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.3K+ 3.78% |
$2.77M - $2.99M
|
448K
$82.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.29K+ 43.4% |
$1.23M - $1.33M
|
24.1K
$4.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.91K+ 120.8% |
$493K - $532K
|
5.32K
$978K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-50- 0.82% |
$8.47K - $9.14K
|
6.07K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
224+ 116.06% |
$38K - $41K
|
417
$76.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
640New |
$108K - $117K
|
640
$118K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.58K- 20.44% |
$268K - $289K
|
6.16K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
72+ 5.03% |
$12.2K - $13.2K
|
1.5K
$276K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-123K- 66.05% |
$20.9M - $22.5M
|
63.4K
$11.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
314+ 2.3% |
$53.2K - $57.4K
|
13.9K
$2.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
672+ 12.52% |
$114K - $123K
|
6.04K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-716- 8.72% |
$121K - $131K
|
7.49K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-224- 3.34% |
$38K - $41K
|
6.49K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-415- 10.79% |
$70.3K - $75.9K
|
3.43K
$631K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-129K- 44.11% |
$21.9M - $23.6M
|
163K
$30M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
565+ 23.96% |
$95.7K - $103K
|
2.92K
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
451+ 22.55% |
$76.4K - $82.5K
|
2.45K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
843+ 11.22% |
$143K - $154K
|
8.36K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-57- 1.52% |
$9.66K - $10.4K
|
3.7K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-8.18K- 7.98% |
$1.39M - $1.49M
|
94.3K
$17.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-168- 10.72% |
$28.5K - $30.7K
|
1.4K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-35- 25.74% |
$5.93K - $6.4K
|
101
$18.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2.61KNew |
$442K - $476K
|
2.61K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.61K+ 54.39% |
$1.63M - $1.76M
|
27.3K
$5.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-11.8K- 72.49% |
$2.01M - $2.16M
|
4.49K
$826K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
737+ 0.6% |
$125K - $135K
|
124K
$22.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-4.84K- 41.05% |
$820K - $885K
|
6.95K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-593- 17.45% |
$100K - $108K
|
2.81K
$516K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-75- 2.94% |
$12.7K - $13.7K
|
2.47K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
106+ 1.77% |
$18K - $19.4K
|
6.1K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.49K- 31.43% |
$423K - $456K
|
5.44K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-65.2K- 35.97% |
$11.1M - $11.9M
|
116K
$21.4M
|