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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
13.5KNew |
$2.35M - $2.53M
|
13.5K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.93K+ 1.09% |
$337K - $363K
|
179K
$30.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-32.6K- 51.17% |
$5.69M - $6.13M
|
31.2K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
19.1K+ 54.04% |
$3.32M - $3.58M
|
54.4K
$9.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-13.8K- 33.23% |
$2.4M - $2.59M
|
27.7K
$4.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-25- 0.17% |
$4.36K - $4.69K
|
14.6K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 17.65% |
$331K - $356K
|
12.7K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
63.7KNew |
$11.1M - $12M
|
63.7K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
948+ 3.09% |
$165K - $178K
|
31.6K
$5.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.76K+ 39.36% |
$654K - $705K
|
13.3K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-733K- 81.91% |
$128M - $138M
|
162K
$27.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-34.5K- 13.51% |
$6.02M - $6.48M
|
221K
$38M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.65KNew |
$461K - $497K
|
2.65K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
123+ 4.59% |
$21.4K - $23.1K
|
2.8K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.55K+ 8.9% |
$444K - $478K
|
31.2K
$5.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
492+ 25.67% |
$85.7K - $92.3K
|
2.41K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.15K- 2.73% |
$200K - $215K
|
41K
$7.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
16.7K+ 32.08% |
$2.92M - $3.14M
|
68.9K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.24K+ 15.07% |
$390K - $420K
|
17.1K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.22K- 5.73% |
$1.61M - $1.73M
|
152K
$26.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103K+ 7.79% |
$18M - $19.4M
|
1.43M
$245M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200New |
$34.8K - $37.5K
|
200
$34.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.89K+ 45.8% |
$504K - $543K
|
9.21K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-579- 0.96% |
$101K - $109K
|
59.9K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
13.6KNew |
$2.37M - $2.56M
|
13.6K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$174 - $188
|
6.93K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-450- 8.44% |
$78.4K - $84.4K
|
4.88K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.95K- 1.77% |
$339K - $365K
|
108K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.29% |
$697 - $750
|
1.37K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.48K+ 2.53% |
$258K - $278K
|
60K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2K+ 100.0% |
$348K - $375K
|
4K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.9K+ 108.36% |
$6.78M - $7.3M
|
74.9K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-134- 7.61% |
$23.3K - $25.1K
|
1.63K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.03K- 10.87% |
$180K - $193K
|
8.46K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.99K+ 34.6% |
$347K - $373K
|
7.74K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.56K- 63.34% |
$446K - $481K
|
1.48K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
800+ 22.99% |
$139K - $150K
|
4.28K
$735K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$174 - $188
|
3.03K
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-974- 1.36% |
$170K - $183K
|
70.4K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.98K- 1.92% |
$345K - $371K
|
101K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.81K- 17.95% |
$490K - $527K
|
12.8K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
37.5KNew |
$6.54M - $7.04M
|
37.5K
$6.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
414+ 23.35% |
$72.1K - $77.7K
|
2.19K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
78.2K+ 44.52% |
$13.6M - $14.7M
|
254K
$43.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
623+ 0.51% |
$109K - $117K
|
123K
$21.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-52- 0.64% |
$9.06K - $9.76K
|
8.13K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
65New |
$11.3K - $12.2K
|
65
$11.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
2K+ 9.29% |
$348K - $375K
|
23.5K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
125K+ 61.78% |
$21.9M - $23.5M
|
329K
$56.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
19+ 0.37% |
$3.31K - $3.56K
|
5.21K
$895K
|