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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
400+ 0.93% |
$69.7K - $75K
|
43.6K
$7.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.34% |
$2.09K - $2.25K
|
3.53K
$645K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
15K+ 183.1% |
$2.62M - $2.82M
|
23.3K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
21.3KNew |
$3.71M - $4M
|
21.3K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46- 0.64% |
$8.01K - $8.63K
|
7.15K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.02K- 4.49% |
$177K - $191K
|
21.6K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 0.11% |
$1.22K - $1.31K
|
6.41K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 7.24% |
$12.5K - $13.5K
|
1.07K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
15+ 0.64% |
$2.61K - $2.81K
|
2.36K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 29.57% |
$259K - $278K
|
6.5K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.93KNew |
$1.21M - $1.3M
|
6.93K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.18K+ 2.3% |
$727K - $783K
|
186K
$33.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.07K+ 19.66% |
$361K - $389K
|
12.6K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-804- 3.72% |
$140K - $151K
|
20.8K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
423+ 2.22% |
$73.7K - $79.4K
|
19.5K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
19.3KNew |
$3.37M - $3.63M
|
19.3K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-106- 1.74% |
$18.5K - $19.9K
|
5.99K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$5.58K - $6K
|
32
$5.85K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-113- 1.42% |
$19.7K - $21.2K
|
7.86K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.57K- 2.92% |
$448K - $482K
|
85.4K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
459+ 5.13% |
$80K - $86.1K
|
9.41K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-375- 10.74% |
$65.3K - $70.4K
|
3.12K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-187- 0.79% |
$32.6K - $35.1K
|
23.6K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
75.6KNew |
$13.2M - $14.2M
|
75.6K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-186- 5.8% |
$32.4K - $34.9K
|
3.02K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.47K- 1.54% |
$257K - $277K
|
94.3K
$17.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-19- 0.25% |
$3.31K - $3.56K
|
7.65K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
6.7K+ 64.04% |
$1.17M - $1.26M
|
17.2K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
454+ 0.68% |
$79.1K - $85.2K
|
67.7K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.77K+ 68.24% |
$483K - $520K
|
6.84K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-241- 16.95% |
$42K - $45.2K
|
1.18K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
56.4K+ 34.72% |
$9.83M - $10.6M
|
219K
$40M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.1% |
$348 - $375
|
1.97K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
42+ 0.07% |
$7.32K - $7.88K
|
62.6K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-203- 1.33% |
$35.4K - $38.1K
|
15.1K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
6.17KNew |
$1.07M - $1.16M
|
6.17K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
411+ 20.75% |
$71.6K - $77.1K
|
2.39K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
525+ 17.07% |
$91.5K - $98.5K
|
3.6K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-424- 1.47% |
$73.9K - $79.6K
|
28.4K
$5.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-924- 4.06% |
$161K - $173K
|
21.9K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-175- 12.64% |
$30.5K - $32.8K
|
1.21K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-407- 3.93% |
$70.9K - $76.4K
|
9.94K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-425- 12.25% |
$74K - $79.7K
|
3.04K
$556K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.1K+ 3.1% |
$192K - $207K
|
36.7K
$6.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.81K+ 9.35% |
$315K - $339K
|
21.1K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-281- 0.93% |
$49K - $52.7K
|
30K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
5.04K+ 4.3% |
$878K - $945K
|
122K
$22.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
479KNew |
$83.4M - $89.9M
|
479K
$87.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-36- 2.28% |
$6.27K - $6.75K
|
1.54K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-237- 0.41% |
$41.3K - $44.5K
|
57.6K
$10.5M
|