Latest Institutional Purchases of Invesco S&P 500 Equal Weight E (RSP)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight E (RSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.16K+ 27.91% |
$725K - $781K
|
19.1K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.15KNew |
$723K - $779K
|
4.15K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.15K+ 1.49% |
$722K - $778K
|
283K
$50.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.13K+ 4.47% |
$719K - $774K
|
96.5K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.12KNew |
$718K - $773K
|
4.12K
$737K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.12KNew |
$718K - $773K
|
4.12K
$737K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.11K+ 123.64% |
$715K - $770K
|
7.43K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.09KNew |
$713K - $768K
|
4.09K
$732K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.07K+ 170.91% |
$708K - $763K
|
6.45K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4K+ 1.53% |
$697K - $751K
|
266K
$47.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4KNew |
$697K - $750K
|
4K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.99K+ 12.8% |
$695K - $749K
|
35.2K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.94K+ 18.85% |
$686K - $738K
|
24.8K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.92KNew |
$683K - $735K
|
3.92K
$701K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 18.61% |
$682K - $735K
|
25K
$4.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.9K+ 34.34% |
$679K - $731K
|
15.2K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.86K+ 4.56% |
$672K - $724K
|
88.5K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.85KNew |
$670K - $722K
|
3.85K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.83K+ 45.05% |
$667K - $718K
|
12.3K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.81K+ 40.72% |
$664K - $715K
|
13.2K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
3.81K+ 122.23% |
$663K - $714K
|
6.92K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.8K+ 27.89% |
$662K - $713K
|
17.4K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.79K+ 233.54% |
$660K - $711K
|
5.41K
$968K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.76K+ 100.62% |
$655K - $706K
|
7.5K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.76K+ 39.36% |
$654K - $705K
|
13.3K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.75K+ 149.32% |
$654K - $704K
|
6.27K
$1.12M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.75KNew |
$653K - $704K
|
3.75K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.72KNew |
$649K - $699K
|
3.72K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.72K+ 21.69% |
$648K - $697K
|
20.9K
$3.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.68K+ 11.15% |
$641K - $690K
|
36.7K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.68KNew |
$641K - $690K
|
3.68K
$658K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.67K+ 0.92% |
$639K - $688K
|
402K
$71.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.66K+ 13.24% |
$638K - $687K
|
31.3K
$5.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.66K+ 114.99% |
$637K - $687K
|
6.84K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.65K+ 6.15% |
$635K - $684K
|
62.9K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.64KNew |
$635K - $684K
|
3.64K
$652K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.6KNew |
$628K - $676K
|
3.6K
$645K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
3.59KNew |
$625K - $673K
|
3.59K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
3.58K+ 25.7% |
$624K - $672K
|
17.5K
$3.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.58K+ 13.42% |
$624K - $672K
|
30.3K
$5.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.58KNew |
$623K - $671K
|
3.58K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.56K+ 26.73% |
$619K - $667K
|
16.9K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.55K+ 37.57% |
$618K - $666K
|
13K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.55KNew |
$618K - $665K
|
3.55K
$634K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.54K+ 164.56% |
$616K - $664K
|
5.69K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.5K+ 12.71% |
$610K - $657K
|
31K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.46KNew |
$603K - $649K
|
3.46K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
3.46K+ 21.89% |
$602K - $648K
|
19.2K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.42K+ 3.36% |
$596K - $642K
|
105K
$18.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.4K+ 27.22% |
$593K - $638K
|
15.9K
$2.84M
|