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 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
29+ 6.13% |
$4.91K - $5.3K
|
502
$92.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-38.7K- 62.95% |
$6.55M - $7.07M
|
22.8K
$4.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55.2K- 25.9% |
$9.35M - $10.1M
|
158K
$29M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-847- 6.07% |
$144K - $155K
|
13.1K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.91K+ 18.44% |
$1.17M - $1.26M
|
44.4K
$8.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 61.54% |
$13.6K - $14.6K
|
50
$9.19K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.85KClosed |
$484K - $522K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
15+ 0.53% |
$2.54K - $2.74K
|
2.87K
$528K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
92New |
$15.6K - $16.8K
|
92
$16.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
9.21K+ 188.22% |
$1.56M - $1.68M
|
14.1K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
36+ 1.31% |
$6.1K - $6.58K
|
2.78K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4+ 0.07% |
$678 - $731
|
5.75K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-110- 68.32% |
$18.6K - $20.1K
|
51
$9.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.84K+ 2.14% |
$651K - $702K
|
183K
$33.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-71- 2.59% |
$12K - $13K
|
2.67K
$491K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.4K- 33.32% |
$238K - $256K
|
2.81K
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-116- 1.7% |
$19.7K - $21.2K
|
6.73K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.39K- 77.28% |
$743K - $802K
|
1.29K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-150- 8.8% |
$25.4K - $27.4K
|
1.56K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-295- 14.68% |
$50K - $53.9K
|
1.71K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.09K- 2.13% |
$184K - $199K
|
49.9K
$9.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-69- 0.58% |
$11.7K - $12.6K
|
11.8K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.31K+ 2.84% |
$222K - $240K
|
47.5K
$8.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
82+ 0.7% |
$13.9K - $15K
|
11.8K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
350+ 1.7% |
$59.3K - $64K
|
21K
$3.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
534+ 2.7% |
$90.5K - $97.6K
|
20.3K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
64.7K+ 64.82% |
$11M - $11.8M
|
165K
$30.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14New |
$2.37K - $2.56K
|
14
$2.57K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13+ 0.49% |
$2.2K - $2.38K
|
2.65K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
589+ 20.72% |
$99.8K - $108K
|
3.43K
$631K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
100+ 1.27% |
$16.9K - $18.3K
|
7.96K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
235+ 3.39% |
$39.8K - $43K
|
7.16K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-407- 31.7% |
$69K - $74.4K
|
877
$161K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
960+ 27.09% |
$163K - $176K
|
4.5K
$828K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
17+ 0.47% |
$2.88K - $3.11K
|
3.6K
$662K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-403- 11.95% |
$68.3K - $73.7K
|
2.97K
$546K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-88- 61.11% |
$14.9K - $16.1K
|
56
$10.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.24KNew |
$209K - $226K
|
1.24K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.8K+ 60.12% |
$4.88M - $5.26M
|
76.7K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.8K- 31.29% |
$2.84M - $3.07M
|
36.9K
$6.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.26K+ 22.21% |
$553K - $597K
|
18K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 5.0% |
$169 - $183
|
21
$3.86K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-230- 0.26% |
$39K - $42.1K
|
86.9K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
38.8KNew |
$6.57M - $7.09M
|
38.8K
$7.13M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-626- 19.2% |
$106K - $114K
|
2.64K
$484K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-42- 1.5% |
$7.12K - $7.68K
|
2.76K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-4- 0.03% |
$678 - $731
|
14K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-47- 0.54% |
$7.96K - $8.59K
|
8.73K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.09K- 26.69% |
$863K - $931K
|
14K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.64K+ 11.73% |
$617K - $666K
|
34.7K
$6.38M
|