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 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 9.57% |
$1.52K - $1.65K
|
103
$18.9K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
54+ 2.61% |
$9.15K - $9.87K
|
2.13K
$391K
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$174K - $187K
|
1.03K
$188K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-309- 2.61% |
$52.4K - $56.5K
|
11.5K
$2.12M
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
26.4K+ 2243.06% |
$4.47M - $4.82M
|
27.5K
$5.06M
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
86+ 0.09% |
$14.6K - $15.7K
|
101K
$18.5M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10.6K+ 11.0% |
$1.8M - $1.94M
|
107K
$19.7M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-611- 20.69% |
$104K - $112K
|
2.34K
$431K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
843+ 194.69% |
$143K - $154K
|
1.28K
$235K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 0.48% |
$4.74K - $5.12K
|
5.87K
$1.08M
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
345+ 0.94% |
$58.5K - $63.1K
|
37.1K
$6.83M
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.09K- 49.01% |
$862K - $930K
|
5.29K
$973K
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.35K+ 6.62% |
$906K - $978K
|
86.1K
$15.8M
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-590- 32.24% |
$100K - $108K
|
1.24K
$228K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.49% |
$508 - $549
|
619
$114K
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-1.17K- 24.75% |
$199K - $214K
|
3.57K
$656K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.59% |
$1.69K - $1.83K
|
1.7K
$312K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
368+ 17.15% |
$62.4K - $67.3K
|
2.51K
$462K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
52.5K+ 51.18% |
$8.89M - $9.6M
|
155K
$28.5M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 0.19% |
$678 - $731
|
2.05K
$378K
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-17- 0.26% |
$2.88K - $3.11K
|
6.5K
$1.2M
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
299+ 5.05% |
$50.7K - $54.7K
|
6.21K
$1.14M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-200- 2.12% |
$33.9K - $36.6K
|
9.21K
$1.69M
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-37- 50.68% |
$6.27K - $6.77K
|
36
$6.62K
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-48- 0.88% |
$8.13K - $8.78K
|
5.44K
$999K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.37% |
$7.12K - $7.68K
|
11.4K
$2.09M
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 34.44% |
$519K - $560K
|
12K
$2.2M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.04K+ 2.04% |
$515K - $556K
|
152K
$27.9M
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.73KNew |
$1.65M - $1.78M
|
9.73K
$1.79M
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
58.6K+ 113.91% |
$9.94M - $10.7M
|
110K
$20.2M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 9.35% |
$218K - $236K
|
12.5K
$2.3M
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-617- 0.79% |
$105K - $113K
|
77.4K
$14.2M
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4+ 0.03% |
$678 - $731
|
12.1K
$2.22M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.38K- 37.99% |
$1.25M - $1.35M
|
12K
$2.21M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.3K+ 12.72% |
$1.74M - $1.88M
|
91.1K
$16.7M
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
990+ 2.41% |
$168K - $181K
|
42.1K
$7.74M
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.75K+ 65.62% |
$297K - $320K
|
4.42K
$812K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 0.19% |
$2.03K - $2.19K
|
6.5K
$1.19M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.26K- 4.18% |
$213K - $230K
|
28.8K
$5.3M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.26% |
$2.37K - $2.56K
|
5.36K
$986K
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.63% |
$173K - $186K
|
29.1K
$5.35M
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
206+ 3.71% |
$34.9K - $37.7K
|
5.76K
$1.06M
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 12.03% |
$247K - $267K
|
13.6K
$2.5M
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-14- 20.0% |
$2.37K - $2.56K
|
56
$10.3K
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.44K+ 6.39% |
$413K - $446K
|
40.6K
$7.46M
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$339K - $366K
|
2K
$368K
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-39- 3.12% |
$6.61K - $7.13K
|
1.21K
$222K
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.21K+ 1.03% |
$374K - $404K
|
217K
$39.9M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.6K+ 24.17% |
$610K - $658K
|
18.5K
$3.4M
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$229K - $247K
|
1.35K
$248K
|