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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.29K+ 5.64% |
$225K - $242K
|
24.2K
$4.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.29K+ 11.61% |
$224K - $242K
|
12.4K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.28KNew |
$224K - $241K
|
1.28K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.28KNew |
$223K - $240K
|
1.28K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 2.02% |
$223K - $240K
|
64.7K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 47.45% |
$222K - $239K
|
3.96K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.27KNew |
$221K - $238K
|
1.27K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.26K+ 22.26% |
$220K - $237K
|
6.93K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.26K+ 4.4% |
$219K - $236K
|
29.8K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.25K+ 39.21% |
$218K - $235K
|
4.45K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.25K+ 19.02% |
$217K - $234K
|
7.8K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.25KNew |
$217K - $234K
|
1.25K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 2.9% |
$217K - $233K
|
44K
$7.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$215K - $232K
|
1.24K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.23KNew |
$215K - $231K
|
1.23K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.23K+ 56.83% |
$214K - $230K
|
3.39K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.22KNew |
$213K - $229K
|
1.22K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.22KNew |
$212K - $229K
|
1.22K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.2KNew |
$209K - $225K
|
1.2K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
1.2KNew |
$209K - $225K
|
1.2K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.2K+ 22.43% |
$209K - $225K
|
6.55K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.2KNew |
$209K - $225K
|
1.2K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.18KNew |
$206K - $221K
|
1.18K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.18K+ 2.11% |
$205K - $221K
|
56.9K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.18KNew |
$205K - $220K
|
1.18K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$204K - $220K
|
1.17K
$209K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.17K+ 7766.67% |
$203K - $219K
|
1.18K
$211K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.16KNew |
$202K - $218K
|
1.16K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
1.16KNew |
$202K - $217K
|
1.16K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.15K+ 5.36% |
$201K - $216K
|
22.6K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.15KNew |
$201K - $216K
|
1.15K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.15K+ 9.31% |
$199K - $215K
|
13.4K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.12KNew |
$195K - $210K
|
1.12K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 2.85% |
$195K - $210K
|
40.4K
$7.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.11K+ 52.36% |
$193K - $208K
|
3.23K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.1K+ 3.1% |
$192K - $207K
|
36.7K
$6.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.1K+ 44.45% |
$191K - $206K
|
3.57K
$638K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.1K+ 3.78% |
$191K - $206K
|
30.1K
$5.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.09K+ 0.87% |
$189K - $204K
|
127K
$22.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.08K+ 3.41% |
$189K - $203K
|
32.9K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.08KNew |
$188K - $203K
|
1.08K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.08KNew |
$188K - $203K
|
1.08K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.08K+ 18.3% |
$187K - $202K
|
6.96K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07K+ 1.51% |
$186K - $201K
|
72K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 6.16% |
$185K - $200K
|
18.3K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 10.96% |
$185K - $199K
|
10.7K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 13.51% |
$182K - $196K
|
8.79K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.05K+ 54.29% |
$182K - $196K
|
2.97K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 11.01% |
$181K - $195K
|
10.5K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.04K+ 7.32% |
$181K - $195K
|
15.3K
$2.73M
|