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 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-577- 18.92% |
$101K - $108K
|
2.47K
$425K
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
38.1KNew |
$6.64M - $7.15M
|
38.1K
$6.55M
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-5- 0.17% |
$871 - $938
|
2.93K
$504K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
315+ 18.95% |
$54.9K - $59.1K
|
1.98K
$340K
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.01K- 10.86% |
$872K - $940K
|
41.1K
$7.06M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-17.3K- 7.28% |
$3.01M - $3.24M
|
220K
$37.8M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 6.86% |
$199K - $215K
|
15.5K
$2.67M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.94K+ 18.85% |
$686K - $738K
|
24.8K
$4.26M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.37KNew |
$761K - $819K
|
4.37K
$750K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.05K- 3.52% |
$705K - $759K
|
111K
$19.1M
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
10.2K+ 34.04% |
$1.78M - $1.92M
|
40.3K
$6.92M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
82+ 0.63% |
$14.3K - $15.4K
|
13.1K
$2.25M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
18.6KNew |
$3.24M - $3.49M
|
18.6K
$3.2M
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
85.7KNew |
$14.9M - $16.1M
|
85.7K
$14.7M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-820- 8.26% |
$143K - $154K
|
9.1K
$1.56M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-168- 6.6% |
$29.3K - $31.5K
|
2.38K
$408K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-72.5K- 9.4% |
$12.6M - $13.6M
|
698K
$120M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.1K+ 44.45% |
$191K - $206K
|
3.57K
$612K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
11.8KNew |
$2.06M - $2.22M
|
11.8K
$2.03M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42+ 1.02% |
$7.32K - $7.88K
|
4.16K
$714K
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-5.25K- 3.95% |
$914K - $984K
|
128K
$21.9M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
234+ 1.18% |
$40.8K - $43.9K
|
20K
$3.44M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.09K- 30.2% |
$712K - $766K
|
9.44K
$1.62M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
662+ 56.87% |
$115K - $124K
|
1.83K
$314K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16New |
$2.79K - $3K
|
16
$2.75K
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
883+ 135.02% |
$154K - $166K
|
1.54K
$264K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.79K+ 233.54% |
$660K - $711K
|
5.41K
$929K
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.58KNew |
$450K - $484K
|
2.58K
$443K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
32.6K+ 211.28% |
$5.69M - $6.12M
|
48.1K
$8.26M
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
653+ 35.7% |
$114K - $123K
|
2.48K
$426K
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-378- 6.1% |
$65.9K - $70.9K
|
5.82K
$1M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12.3K+ 98.22% |
$2.14M - $2.3M
|
24.7K
$4.25M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 50.41% |
$32.1K - $34.5K
|
549
$94.3K
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.29KNew |
$1.44M - $1.56M
|
8.29K
$1.42M
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.11% |
$697 - $750
|
3.49K
$600K
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
341+ 15.64% |
$59.4K - $64K
|
2.52K
$433K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
45.7K+ 817.95% |
$7.95M - $8.57M
|
51.2K
$8.8M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.3K+ 93.56% |
$9.29M - $10M
|
110K
$18.9M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
549New |
$95.6K - $103K
|
549
$94.3K
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.52K+ 6.6% |
$962K - $1.04M
|
89.2K
$15.3M
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.38K- 6.51% |
$589K - $634K
|
48.5K
$8.34M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
125+ 3.27% |
$21.8K - $23.5K
|
3.95K
$679K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51New |
$8.89K - $9.57K
|
51
$8.76K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.13K+ 4.47% |
$719K - $774K
|
96.5K
$16.6M
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
879+ 2.83% |
$153K - $165K
|
31.9K
$5.48M
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
184+ 1.59% |
$32.1K - $34.5K
|
11.8K
$2.02M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
260+ 10.92% |
$45.3K - $48.8K
|
2.64K
$454K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.58K+ 13.42% |
$624K - $672K
|
30.3K
$5.2M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-330- 7.06% |
$57.5K - $61.9K
|
4.34K
$746K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.91K+ 7.04% |
$1.38M - $1.48M
|
120K
$20.7M
|