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 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.4K+ 2.15% |
$592K - $638K
|
161K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.4K+ 4.72% |
$592K - $638K
|
75.4K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.38K+ 3.01% |
$589K - $635K
|
116K
$20.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
3.37KNew |
$588K - $633K
|
3.37K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.34K+ 4.61% |
$582K - $626K
|
75.7K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.31K+ 3.81% |
$576K - $620K
|
90.2K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3.27KNew |
$570K - $614K
|
3.27K
$585K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.26KNew |
$568K - $612K
|
3.26K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.24KNew |
$565K - $608K
|
3.24K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.23K+ 89.04% |
$563K - $606K
|
6.86K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.17K+ 24.73% |
$552K - $595K
|
16K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.14K+ 105.05% |
$548K - $590K
|
6.14K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.11KNew |
$543K - $584K
|
3.11K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3.11K+ 25.44% |
$542K - $584K
|
15.3K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.11K+ 12.94% |
$542K - $584K
|
27.2K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.09K+ 3.79% |
$538K - $580K
|
84.5K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.08K+ 1.73% |
$536K - $577K
|
181K
$32.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.04K+ 17.48% |
$529K - $569K
|
20.4K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.97K+ 18.17% |
$517K - $557K
|
19.3K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.97KNew |
$517K - $557K
|
2.97K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.95KNew |
$514K - $554K
|
2.95K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.94K+ 15.46% |
$513K - $552K
|
22K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.93K+ 5.56% |
$511K - $550K
|
55.7K
$9.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.93K+ 4.89% |
$511K - $550K
|
62.9K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.93KNew |
$510K - $549K
|
2.93K
$523K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.92KNew |
$509K - $548K
|
2.92K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.91KNew |
$507K - $546K
|
2.91K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.89K+ 45.8% |
$504K - $543K
|
9.21K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.89K+ 5.8% |
$503K - $542K
|
52.6K
$9.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.89KNew |
$503K - $541K
|
2.89K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.87K+ 20.12% |
$501K - $539K
|
17.2K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.86KNew |
$498K - $536K
|
2.86K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.85KNew |
$497K - $535K
|
2.85K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.85K+ 9.53% |
$496K - $534K
|
32.7K
$5.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.8KNew |
$487K - $525K
|
2.8K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.79K+ 9.64% |
$485K - $523K
|
31.7K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 6.74% |
$484K - $521K
|
44K
$7.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.77K+ 68.24% |
$483K - $520K
|
6.84K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.74KNew |
$477K - $514K
|
2.74K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.73KNew |
$475K - $512K
|
2.73K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
2.72K+ 1.54% |
$474K - $511K
|
180K
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
2.71K+ 13.11% |
$473K - $509K
|
23.4K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2.68KNew |
$467K - $503K
|
2.68K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.67KNew |
$465K - $501K
|
2.67K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
2.67KNew |
$465K - $500K
|
2.67K
$477K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 60.91% |
$464K - $500K
|
7.04K
$1.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.67K+ 2.2% |
$464K - $500K
|
124K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.65KNew |
$461K - $497K
|
2.65K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.63K+ 96.2% |
$459K - $494K
|
5.37K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.63K+ 23.02% |
$458K - $493K
|
14K
$2.51M
|