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 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
165K+ 170.33% |
$27.9M - $30.1M
|
262K
$48.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$439K - $474K
|
2.59K
$477K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
215+ 0.52% |
$36.4K - $39.3K
|
41.9K
$7.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.33K- 33.66% |
$226K - $243K
|
2.62K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
315+ 6.77% |
$53.4K - $57.6K
|
4.97K
$913K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.52K - $1.65K
|
1.95K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.88K- 2.88% |
$319K - $344K
|
63.4K
$11.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
332+ 22.4% |
$56.3K - $60.7K
|
1.81K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.41K- 7.85% |
$747K - $806K
|
51.8K
$9.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-59- 0.78% |
$10K - $10.8K
|
7.5K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-975- 14.25% |
$165K - $178K
|
5.87K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
31.9KNew |
$5.41M - $5.83M
|
31.9K
$5.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
556+ 2.9% |
$94.2K - $102K
|
19.7K
$3.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6+ 0.46% |
$1.02K - $1.1K
|
1.32K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
14+ 0.46% |
$2.37K - $2.56K
|
3.07K
$564K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-277- 17.43% |
$46.9K - $50.6K
|
1.31K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
29.1KNew |
$4.93M - $5.32M
|
29.1K
$5.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.15K- 51.24% |
$534K - $576K
|
3K
$552K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$490K - $529K
|
2.89K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
33.2K+ 69.76% |
$5.62M - $6.07M
|
80.7K
$14.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.3K- 81.79% |
$1.75M - $1.89M
|
2.3K
$422K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.64K+ 65.35% |
$955K - $1.03M
|
14.3K
$2.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13K- 70.29% |
$2.2M - $2.37M
|
5.49K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-700- 18.48% |
$119K - $128K
|
3.09K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.84K+ 462.44% |
$482K - $520K
|
3.46K
$636K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.28K+ 8.96% |
$556K - $600K
|
39.9K
$7.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
9+ 0.17% |
$1.52K - $1.65K
|
5.43K
$998K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
31.8K+ 1281.43% |
$5.39M - $5.82M
|
34.3K
$6.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.4K+ 39.47% |
$237K - $256K
|
4.95K
$910K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.81K+ 151.94% |
$306K - $330K
|
2.99K
$550K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.43KNew |
$242K - $262K
|
1.43K
$263K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-575- 0.61% |
$97.4K - $105K
|
93.7K
$17.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 36.45% |
$1.98M - $2.13M
|
43.7K
$8.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-35.9K- 76.88% |
$6.09M - $6.57M
|
10.8K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
52+ 2.86% |
$8.81K - $9.51K
|
1.87K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
212+ 3.08% |
$35.9K - $38.8K
|
7.09K
$1.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.53KNew |
$260K - $280K
|
1.53K
$282K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-175K- 78.71% |
$30.5M - $32.9M
|
47.4K
$8.71M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.31KNew |
$403K - $434K
|
2.31K
$425K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
129K+ 14.6% |
$22.5M - $24.2M
|
1.01M
$186M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
872+ 2.71% |
$152K - $164K
|
33.1K
$6.08M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23.2K+ 272.94% |
$4.04M - $4.35M
|
31.7K
$5.83M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-873- 5.73% |
$152K - $164K
|
14.4K
$2.64M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-244K- 95.87% |
$42.6M - $45.9M
|
10.5K
$1.94M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.62K- 56.5% |
$283K - $304K
|
1.25K
$230K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.09KNew |
$365K - $393K
|
2.09K
$385K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
53New |
$9.23K - $9.94K
|
53
$9.75K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-511- 29.71% |
$89K - $95.9K
|
1.21K
$222K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.58K- 43.61% |
$275K - $296K
|
2.04K
$375K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 44.64% |
$2.08M - $2.24M
|
14.8K
$2.72M
|
|