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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.24KNew |
$198K - $209K
|
1.24K
$229K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.26KNew |
$359K - $380K
|
2.26K
$415K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-189- 5.36% |
$30.1K - $31.8K
|
3.34K
$614K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-40- 1.64% |
$6.37K - $6.73K
|
2.4K
$441K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
904New |
$144K - $152K
|
904
$166K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$6.69K - $7.07K
|
42
$7.72K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
220+ 86.27% |
$35K - $37K
|
475
$87.3K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1New |
$159 - $168
|
1
$184
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.01K+ 29.05% |
$161K - $171K
|
4.5K
$827K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.03K+ 2243.48% |
$164K - $174K
|
1.08K
$198K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
85+ 151.79% |
$13.5K - $14.3K
|
141
$25.9K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-136- 1.34% |
$21.7K - $22.9K
|
9.99K
$1.84M
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 2.63% |
$796 - $842
|
185
$34K
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-50- 1.4% |
$7.96K - $8.42K
|
3.52K
$647K
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-440- 20.09% |
$70.1K - $74.1K
|
1.75K
$322K
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4+ 0.29% |
$637 - $673
|
1.37K
$252K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.38K- 6.33% |
$379K - $401K
|
35.2K
$6.48M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
220New |
$35K - $37K
|
220
$40.5K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.12KNew |
$338K - $357K
|
2.12K
$390K
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-94.1K- 72.77% |
$15M - $15.8M
|
35.2K
$6.47M
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-100- 5.56% |
$15.9K - $16.8K
|
1.7K
$313K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.49K+ 13.36% |
$715K - $757K
|
38.1K
$7.01M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-168- 10.43% |
$26.7K - $28.3K
|
1.44K
$265K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-90- 6.04% |
$14.3K - $15.2K
|
1.4K
$258K
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.9KNew |
$2.21M - $2.34M
|
13.9K
$2.56M
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-13.8K- 41.98% |
$2.2M - $2.33M
|
19.1K
$3.52M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
28.6KNew |
$4.55M - $4.81M
|
28.6K
$5.26M
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-35- 2.62% |
$5.57K - $5.89K
|
1.3K
$239K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
250+ 85.91% |
$39.8K - $42.1K
|
541
$99.5K
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.82K- 31.71% |
$450K - $475K
|
6.08K
$1.12M
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.18K- 71.31% |
$984K - $1.04M
|
2.49K
$457K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5+ 16.67% |
$796 - $842
|
35
$6.44K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
12New |
$1.91K - $2.02K
|
12
$2.21K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-13.9K- 94.31% |
$2.21M - $2.33M
|
836
$154K
|
|
Q1 2024 | |||||||
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
400+ 17.02% |
$61.5K - $67.7K
|
2.75K
$506K
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-39- 1.81% |
$6K - $6.61K
|
2.12K
$390K
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.58KNew |
$243K - $268K
|
1.58K
$291K
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-414- 7.1% |
$63.7K - $70.1K
|
5.42K
$996K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-142- 17.32% |
$21.8K - $24.1K
|
678
$125K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-385- 74.32% |
$59.2K - $65.2K
|
133
$24.5K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
275New |
$42.3K - $46.6K
|
275
$50.6K
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.45KNew |
$685K - $754K
|
4.45K
$818K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
440New |
$67.7K - $74.5K
|
440
$80.9K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
23KNew |
$3.54M - $3.9M
|
23K
$4.23M
|
|
May 15, 2024
Q1 2024
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
PUT |
618KNew |
$95.1M - $105M
|
618K
$114M
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
SELL
|
- |
-88.6K- 93.36% |
$13.6M - $15M
|
6.3K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.39KNew |
$367K - $404K
|
2.39K
$439K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.69KNew |
$1.49M - $1.64M
|
9.69K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Sachem Head Capital Management LP
New York, NY |
BUY
|
PUT |
30K+ 2.97% |
$4.62M - $5.08M
|
1.04M
$191M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
925KNew |
$142M - $157M
|
925K
$170M
|