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 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.69K- 2.89% |
$1.51M - $1.63M
|
292K
$53M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-216- 2.74% |
$37.6K - $40.5K
|
7.66K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.8K+ 29.67% |
$2.76M - $2.97M
|
69.1K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 2.03% |
$180K - $194K
|
52.1K
$9.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
190+ 5.05% |
$33.1K - $35.6K
|
3.95K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12.4K+ 50.17% |
$2.15M - $2.32M
|
37K
$6.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.08K+ 1.73% |
$536K - $577K
|
181K
$32.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
88+ 157.14% |
$15.3K - $16.5K
|
144
$26.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
20+ 0.37% |
$3.48K - $3.75K
|
5.43K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-260- 7.79% |
$45.3K - $48.8K
|
3.08K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.49K+ 5.04% |
$957K - $1.03M
|
114K
$20.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
35.6KNew |
$6.21M - $6.69M
|
35.6K
$6.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-50- 3.89% |
$8.71K - $9.38K
|
1.24K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.91K+ 583.91% |
$1.73M - $1.86M
|
11.6K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-12- 0.57% |
$2.09K - $2.25K
|
2.11K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
956+ 12.7% |
$167K - $179K
|
8.48K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16+ 3.36% |
$2.79K - $3K
|
492
$89.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.53K+ 9.47% |
$266K - $287K
|
17.7K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
750+ 41.67% |
$131K - $141K
|
2.55K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-513- 2.3% |
$89.4K - $96.2K
|
21.8K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
46.2KNew |
$8.05M - $8.66M
|
46.2K
$8.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25+ 0.11% |
$4.36K - $4.69K
|
23.2K
$4.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.16KNew |
$725K - $781K
|
4.16K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-332- 5.31% |
$57.8K - $62.3K
|
5.92K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.92KNew |
$509K - $548K
|
2.92K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
882+ 3.22% |
$154K - $165K
|
28.3K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
37K+ 11.15% |
$6.45M - $6.94M
|
369K
$66.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 47.45% |
$222K - $239K
|
3.96K
$718K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.08K+ 37.69% |
$362K - $390K
|
7.59K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-18- 0.88% |
$3.14K - $3.38K
|
2.02K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.4K- 5.05% |
$2.51M - $2.7M
|
271K
$49.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
173+ 3.29% |
$30.1K - $32.5K
|
5.43K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.03% |
$174 - $188
|
3.73K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
72+ 3.95% |
$12.5K - $13.5K
|
1.9K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.44K- 24.11% |
$250K - $269K
|
4.52K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.34K+ 4.61% |
$582K - $626K
|
75.7K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30+ 0.48% |
$5.23K - $5.63K
|
6.28K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
521+ 1.38% |
$90.8K - $97.8K
|
38.2K
$6.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.95KNew |
$514K - $554K
|
2.95K
$535K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.26% |
$697 - $750
|
1.57K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
22.8KNew |
$3.97M - $4.27M
|
22.8K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
58+ 3.21% |
$10.1K - $10.9K
|
1.87K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.48K- 33.97% |
$258K - $278K
|
2.88K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
13.7K+ 129.78% |
$2.38M - $2.56M
|
24.2K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
42.9K+ 11.99% |
$7.48M - $8.05M
|
401K
$72.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
805+ 2.51% |
$140K - $151K
|
32.8K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 7.33% |
$190K - $205K
|
13.8K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
173+ 6.62% |
$30.1K - $32.5K
|
2.79K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-129- 1.89% |
$22.5K - $24.2K
|
6.69K
$1.21M
|