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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-144- 1.36% |
$24.4K - $26.3K
|
10.4K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-145- 2.45% |
$24.6K - $26.5K
|
5.78K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-148- 2.42% |
$25.1K - $27.1K
|
5.96K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-149- 4.31% |
$25.2K - $27.2K
|
3.31K
$588K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-150- 8.8% |
$25.4K - $27.4K
|
1.56K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-150- 4.89% |
$25.4K - $27.4K
|
2.92K
$519K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-151- 3.63% |
$25.6K - $27.6K
|
4.01K
$711K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-154- 1.32% |
$26.1K - $28.2K
|
11.5K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-155- 0.38% |
$26.3K - $28.3K
|
40.8K
$7.25M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-159- 6.71% |
$26.9K - $29.1K
|
2.21K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-161- 0.37% |
$27.3K - $29.4K
|
43K
$7.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-162- 10.52% |
$27.4K - $29.6K
|
1.38K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-167- 8.57% |
$28.3K - $30.5K
|
1.78K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-168- 10.72% |
$28.5K - $30.7K
|
1.4K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-168- 6.56% |
$28.5K - $30.7K
|
2.39K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-168- 5.78% |
$28.5K - $30.7K
|
2.74K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-168- 5.11% |
$28.5K - $30.7K
|
3.12K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-170- 12.72% |
$28.8K - $31.1K
|
1.17K
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-173- 0.3% |
$29.3K - $31.6K
|
57.5K
$10.2M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-173- 5.53% |
$29.3K - $31.6K
|
2.96K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-175- 6.86% |
$29.7K - $32K
|
2.38K
$422K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-175- 10.33% |
$29.7K - $32K
|
1.52K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-184- 0.37% |
$31.2K - $33.6K
|
50.2K
$8.91M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-184- 9.31% |
$31.2K - $33.6K
|
1.79K
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-185- 3.77% |
$31.3K - $33.8K
|
4.73K
$840K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-193- 9.45% |
$32.7K - $35.3K
|
1.85K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-200- 2.12% |
$33.9K - $36.6K
|
9.21K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-204- 41.63% |
$34.6K - $37.3K
|
286
$50.8K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-204- 2.41% |
$34.6K - $37.3K
|
8.25K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-205- 0.31% |
$34.7K - $37.5K
|
65.6K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-212- 13.03% |
$35.9K - $38.8K
|
1.42K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-213- 2.86% |
$36.1K - $38.9K
|
7.24K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-216- 24.94% |
$36.6K - $39.5K
|
650
$115K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-223- 0.53% |
$37.8K - $40.8K
|
41.5K
$7.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-224- 3.34% |
$38K - $41K
|
6.49K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-225- 9.66% |
$38.1K - $41.1K
|
2.11K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-225- 13.24% |
$38.1K - $41.1K
|
1.48K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-228- 11.53% |
$38.6K - $41.7K
|
1.75K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-229- 5.95% |
$38.8K - $41.9K
|
3.62K
$643K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-230- 0.26% |
$39K - $42.1K
|
86.9K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-236- 42.99% |
$40K - $43.2K
|
313
$55.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-239- 8.26% |
$40.5K - $43.7K
|
2.66K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-239- 2.06% |
$40.5K - $43.7K
|
11.4K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-243- 47.55% |
$41.2K - $44.4K
|
268
$47.6K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-249- 4.38% |
$42.2K - $45.5K
|
5.43K
$965K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-250- 1.7% |
$42.4K - $45.7K
|
14.4K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-251- 0.86% |
$42.5K - $45.9K
|
28.9K
$5.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-254- 7.05% |
$43K - $46.4K
|
3.35K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-254- 0.61% |
$43K - $46.4K
|
41.6K
$7.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-255- 19.92% |
$43.2K - $46.6K
|
1.03K
$182K
|