Purchases and Sales Made in Q1 2025 in Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$169 - $183
|
1.21K
$215K
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$169 - $183
|
3.07K
$546K
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$169 - $183
|
5.95K
$1.06M
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$169 - $183
|
13.5K
$2.4M
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$169 - $183
|
1.38K
$244K
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$169 - $183
|
2.27K
$403K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1+ 0.03% |
$169 - $183
|
3.56K
$632K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.49% |
$169 - $183
|
207
$36.8K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.82% |
$169 - $183
|
56
$9.95K
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1+ 0.04% |
$169 - $183
|
2.73K
$486K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.41% |
$169 - $183
|
245
$43.5K
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1- -0.0% |
$169 - $183
|
96.5K
$17.1M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1- 0.01% |
$169 - $183
|
8.44K
$1.5M
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 5.56% |
$169 - $183
|
17
$3.02K
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2- 0.06% |
$339 - $366
|
3.4K
$603K
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-2- -0.0% |
$339 - $366
|
54.4K
$9.67M
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3- 0.02% |
$508 - $549
|
18.2K
$3.24M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3- 0.12% |
$508 - $549
|
2.52K
$447K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 0.19% |
$678 - $731
|
2.05K
$365K
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-4- 0.03% |
$678 - $731
|
14K
$2.48M
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-4- -0.0% |
$678 - $731
|
112K
$19.8M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5- 17.24% |
$847 - $914
|
24
$4.26K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5- 0.06% |
$847 - $914
|
7.8K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5- 0.11% |
$847 - $914
|
4.44K
$789K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6- 0.05% |
$1.02K - $1.1K
|
11.6K
$2.05M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-6- 0.49% |
$1.02K - $1.1K
|
1.23K
$219K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6- 0.15% |
$1.02K - $1.1K
|
4.04K
$718K
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-6- 0.2% |
$1.02K - $1.1K
|
2.92K
$519K
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6- 0.46% |
$1.02K - $1.1K
|
1.31K
$232K
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-7- 0.11% |
$1.19K - $1.28K
|
6.32K
$1.12M
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-9- 0.18% |
$1.52K - $1.65K
|
5.01K
$890K
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-9- 0.62% |
$1.52K - $1.65K
|
1.45K
$258K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9- 2.02% |
$1.52K - $1.65K
|
437
$77.6K
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-10- 0.23% |
$1.69K - $1.83K
|
4.33K
$769K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-11- 84.62% |
$1.86K - $2.01K
|
2
$355
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-11- 13.92% |
$1.86K - $2.01K
|
68
$12.1K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12- 0.38% |
$2.03K - $2.19K
|
3.19K
$566K
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.89% |
$2.03K - $2.19K
|
1.33K
$237K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-14- 20.0% |
$2.37K - $2.56K
|
56
$9.95K
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-14- 0.69% |
$2.37K - $2.56K
|
2.02K
$358K
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-15- 0.75% |
$2.54K - $2.74K
|
1.98K
$352K
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-17- 0.26% |
$2.88K - $3.11K
|
6.5K
$1.16M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-17- 0.28% |
$2.88K - $3.11K
|
5.96K
$1.06M
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-18- 1.0% |
$3.05K - $3.29K
|
1.78K
$315K
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18- 0.58% |
$3.05K - $3.29K
|
3.06K
$544K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-20- 0.44% |
$3.39K - $3.66K
|
4.49K
$798K
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-20- 1.26% |
$3.39K - $3.66K
|
1.57K
$278K
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-21- 0.31% |
$3.56K - $3.84K
|
6.82K
$1.21M
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-22- 0.41% |
$3.73K - $4.02K
|
5.37K
$953K
|