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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
8.51KNew |
$1.44M - $1.56M
|
8.51K
$1.56M
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
7.18K+ 22.37% |
$1.22M - $1.31M
|
39.3K
$7.19M
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
6.25KNew |
$1.06M - $1.14M
|
6.25K
$1.14M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.79K+ 5.23% |
$982K - $1.06M
|
117K
$21.3M
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
5.57K+ 876.38% |
$943K - $1.02M
|
6.2K
$1.14M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.48KNew |
$928K - $1M
|
5.48K
$1M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.42KNew |
$919K - $992K
|
5.42K
$993K
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
5.11KNew |
$866K - $935K
|
5.11K
$936K
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
4.95KNew |
$839K - $905K
|
4.95K
$906K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.64KNew |
$787K - $849K
|
4.64K
$850K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.32KNew |
$732K - $790K
|
4.32K
$791K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.31K+ 9.56% |
$730K - $788K
|
49.4K
$9.04M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.06KNew |
$687K - $742K
|
4.06K
$743K
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.9K+ 1.73% |
$661K - $713K
|
230K
$42M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.78KNew |
$640K - $691K
|
3.78K
$692K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.64K+ 11.73% |
$617K - $666K
|
34.7K
$6.35M
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.4K+ 10625.0% |
$576K - $622K
|
3.43K
$628K
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.36K+ 13.87% |
$568K - $613K
|
27.6K
$5.04M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.31K+ 94.33% |
$561K - $605K
|
6.82K
$1.25M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.25KNew |
$551K - $594K
|
3.25K
$595K
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
3.14K+ 10.17% |
$532K - $574K
|
34K
$6.23M
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$525K - $567K
|
3.1K
$568K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.1KNew |
$525K - $566K
|
3.1K
$567K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 34.44% |
$519K - $560K
|
12K
$2.19M
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$490K - $529K
|
2.89K
$529K
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
2.84K+ 33.81% |
$481K - $519K
|
11.2K
$2.06M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.78KNew |
$471K - $509K
|
2.78K
$509K
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.71K+ 4.52% |
$459K - $496K
|
62.7K
$11.5M
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2.61KNew |
$442K - $476K
|
2.61K
$477K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$439K - $474K
|
2.59K
$475K
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.58K+ 0.75% |
$437K - $472K
|
345K
$63.1M
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.56K+ 41.17% |
$434K - $469K
|
8.79K
$1.61M
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.28K+ 42.86% |
$386K - $417K
|
7.6K
$1.39M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.27KNew |
$384K - $414K
|
2.27K
$415K
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2.22K+ 17.04% |
$375K - $405K
|
15.2K
$2.79M
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.18KNew |
$369K - $398K
|
2.18K
$399K
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$339K - $366K
|
2K
$366K
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 35.76% |
$326K - $352K
|
7.32K
$1.34M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.92KNew |
$326K - $351K
|
1.92K
$352K
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.92KNew |
$325K - $351K
|
1.92K
$351K
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.8KNew |
$305K - $329K
|
1.8K
$330K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.78KNew |
$301K - $325K
|
1.78K
$326K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.76K+ 136.94% |
$298K - $322K
|
3.05K
$558K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.76K+ 22.23% |
$298K - $321K
|
9.66K
$1.77M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
1.6K+ 41.03% |
$271K - $293K
|
5.5K
$1.01M
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.53KNew |
$260K - $280K
|
1.53K
$281K
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.48KNew |
$251K - $271K
|
1.48K
$271K
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.47KNew |
$249K - $269K
|
1.47K
$269K
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
1.4KNew |
$237K - $256K
|
1.4K
$256K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.36K+ 28.34% |
$230K - $248K
|
6.14K
$1.12M
|