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 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
166New |
$28.9K - $31.1K
|
166
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
47.2KNew |
$8.22M - $8.85M
|
47.2K
$8.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
14KNew |
$2.44M - $2.62M
|
14K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
12.1KNew |
$2.1M - $2.27M
|
12.1K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-4.55K- 39.91% |
$792K - $853K
|
6.84K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-499- 3.31% |
$86.9K - $93.6K
|
14.6K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
855+ 3.43% |
$149K - $160K
|
25.8K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.3K- 35.8% |
$2.83M - $3.05M
|
29.2K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
165+ 2.61% |
$28.7K - $31K
|
6.49K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172K+ 32.2% |
$30M - $32.3M
|
707K
$121M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1.6K+ 160.0% |
$279K - $300K
|
2.6K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12+ 0.09% |
$2.09K - $2.25K
|
12.7K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.31K+ 3.13% |
$926K - $997K
|
175K
$30.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
48+ 0.87% |
$8.36K - $9.01K
|
5.59K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
105K+ 82.49% |
$18.4M - $19.8M
|
233K
$40.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
490+ 23.63% |
$85.4K - $91.9K
|
2.56K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
43+ 0.34% |
$7.49K - $8.07K
|
12.5K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.13K+ 1.63% |
$370K - $399K
|
132K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.07KNew |
$360K - $388K
|
2.07K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3.27KNew |
$570K - $614K
|
3.27K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.8K+ 0.56% |
$6.41M - $6.91M
|
6.57M
$1.13B
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
45.7K+ 20.68% |
$7.96M - $8.58M
|
267K
$45.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 2.71% |
$19.3M - $20.8M
|
3.99M
$685M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
532KNew |
$92.7M - $99.9M
|
532K
$91.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
96.3K+ 35.57% |
$16.8M - $18.1M
|
367K
$63.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.5K+ 19.06% |
$261K - $281K
|
9.37K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
10.5K+ 25.66% |
$1.82M - $1.96M
|
51.3K
$8.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-99- 60.37% |
$17.2K - $18.6K
|
65
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
113New |
$19.7K - $21.2K
|
113
$19.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$2.11M - $2.27M
|
12.1K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.73K+ 3.98% |
$301K - $324K
|
45.1K
$7.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.7K+ 48.87% |
$3.6M - $3.88M
|
63K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-451- 5.71% |
$78.6K - $84.6K
|
7.45K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.32KNew |
$231K - $248K
|
1.32K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
114+ 1.06% |
$19.9K - $21.4K
|
10.8K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.36K+ 13.14% |
$933K - $1M
|
46.1K
$7.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 7.04% |
$254K - $274K
|
22.2K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 63.27% |
$5.4K - $5.82K
|
18
$3.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
64+ 1.02% |
$11.2K - $12K
|
6.36K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
BUY
|
- |
360K+ 114.22% |
$62.7M - $67.5M
|
675K
$116M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
42.9KNew |
$7.47M - $8.04M
|
42.9K
$7.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.19K- 6.85% |
$382K - $411K
|
29.8K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.41K+ 3.99% |
$246K - $265K
|
36.8K
$6.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-321K- 15.42% |
$56M - $60.3M
|
1.76M
$303M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
1.69MNew |
$295M - $317M
|
1.69M
$290M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-68.9K- 18.21% |
$12M - $12.9M
|
309K
$53.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
300KNew |
$52.3M - $56.3M
|
300K
$51.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-179- 6.56% |
$31.2K - $33.6K
|
2.55K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.72K- 0.91% |
$300K - $323K
|
186K
$32M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
730New |
$127K - $137K
|
730
$125K
|