Latest Institutional Purchases of Invesco S&P 500 Equal Weight E (RSP)

RSP Quotes by TradingView

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 20, 2025 Q4 2024
Peak Retirement Planning, Inc.

Columbus, OH
BUY
 -
3.75K
New
$653K - $704K
3.75K $687K
Jan 30, 2025 Q4 2024
Belvedere Trading LLC

BUY
 -
3.6K
New
$628K - $676K
3.6K $660K
Feb 11, 2025 Q4 2024
Switch Point Financial Planning, LLC

Lehi, UT
BUY
 -
3.59K
New
$625K - $673K
3.59K $657K
Feb 14, 2025 Q4 2024
Napa Wealth Management

Napa, CA
BUY
 -
3.24K
New
$565K - $608K
3.24K $594K
Jan 29, 2025 Q4 2024
Ws Portfolio Advisory, LLC

Snoqualmie Pass, WA
BUY
 -
3.11K
New
$543K - $584K
3.11K $570K
Feb 11, 2025 Q4 2024
Victory Financial Group, LLC

Austin, TX
BUY
 -
2.97K
New
$517K - $557K
2.97K $543K
Feb 14, 2025 Q4 2024
Pennington Partners & Co., LLC

Bethesda, MD
BUY
 -
2.68K
New
$467K - $503K
2.68K $491K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
2.67K
+ 2.2%
$464K - $500K
124K $22.7M
Feb 13, 2025 Q4 2024
Belmont Capital, LLC

BUY
 -
2.61K
New
$455K - $490K
2.61K $478K
Feb 14, 2025 Q4 2024
Searle & Co.

BUY
 -
2.51K
New
$437K - $471K
2.51K $459K
Jun 16, 2025 Q4 2024
Claris Financial LLC

Glen Allen, VA
BUY
 -
2.31K
New
$403K - $434K
2.31K $423K
Mar 13, 2025 Q4 2024
Silver Oak Wealth Advisors Services, LLC

Los Angeles, CA
BUY
 -
2.09K
New
$365K - $393K
2.09K $383K
Feb 13, 2025 Q4 2024
Fullcircle Wealth LLC

Dallas, TX
BUY
 -
2.07K
New
$360K - $388K
2.07K $379K
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
2.03K
+ 27.65%
$354K - $381K
9.38K $1.72M
Feb 06, 2025 Q4 2024
Signify Wealth

BUY
 -
2K
+ 9.29%
$348K - $375K
23.5K $4.31M
Jan 15, 2025 Q4 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
1.88K
New
$327K - $352K
1.88K $343K
Jan 24, 2025 Q4 2024
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
1.68K
New
$292K - $314K
1.68K $307K
Jan 28, 2025 Q4 2024
Sanchez Wealth Management Group

BUY
 -
1.61K
New
$281K - $303K
1.61K $295K
Jan 16, 2025 Q4 2024
Purus Wealth Management, LLC

BUY
 -
1.56K
New
$272K - $293K
1.56K $286K
Jan 23, 2025 Q4 2024
4 J Wealth Management LLC

BUY
 -
1.55K
New
$269K - $290K
1.55K $283K
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
1.43K
New
$249K - $268K
1.43K $262K
Feb 04, 2025 Q4 2024
Life Goal Wealth Advisors

Saratoga Springs, NY
BUY
 -
1.25K
New
$217K - $234K
1.25K $228K
Jan 22, 2025 Q4 2024
Mattern Wealth Management LLC

BUY
 -
1.24K
New
$215K - $232K
1.24K $226K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
1.2K
New
$209K - $225K
1.2K $220K
Feb 14, 2025 Q4 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 PUT
1.2K
New
$209K - $225K
1.2K $220K
Jan 31, 2025 Q4 2024
Centerpoint Advisors, LLC

BUY
 -
1.2K
New
$209K - $225K
1.2K $220K
Jan 13, 2025 Q4 2024
Unique Wealth, LLC

Tampa, FL
BUY
 -
1.17K
New
$204K - $220K
1.17K $214K
Feb 14, 2025 Q4 2024
Wms Partners, LLC

BUY
 -
1.15K
+ 9.31%
$199K - $215K
13.4K $2.46M
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
1.12K
New
$195K - $210K
1.12K $205K
Feb 14, 2025 Q4 2024
Geller Advisors LLC

New York, NY
BUY
 -
951
+ 0.85%
$166K - $178K
113K $20.6M
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
730
New
$127K - $137K
730 $134K
Jan 30, 2025 Q4 2024
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
727
New
$127K - $136K
727 $133K
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
662
New
$115K - $124K
662 $121K
Feb 10, 2025 Q4 2024
Black Diamond Wealth Management Inc.

BUY
 -
571
+ 28.79%
$99.5K - $107K
2.55K $468K
Feb 10, 2025 Q4 2024
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
557
New
$97K - $105K
557 $102K
Feb 11, 2025 Q4 2024
Heritage Wealth Advisors

BUY
 -
556
+ 4.2%
$96.9K - $104K
13.8K $2.53M
Jan 30, 2025 Q4 2024
Belvedere Trading LLC

BUY
 PUT
500
New
$87.1K - $93.8K
500 $91.5K
Feb 13, 2025 Q4 2024
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
490
+ 23.63%
$85.4K - $91.9K
2.56K $469K
Jan 30, 2025 Q4 2024
Latko Wealth Management, Ltd.

Frankfort, IL
BUY
 -
489
+ 14.43%
$85.2K - $91.7K
3.88K $710K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
486
New
$84.7K - $91.2K
486 $89K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
470
New
$81.9K - $88.2K
470 $86K
Jan 30, 2025 Q4 2024
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
380
+ 28.64%
$66.2K - $71.3K
1.71K $313K
Jan 24, 2025 Q4 2024
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
311
+ 9.05%
$54.2K - $58.3K
3.75K $686K
Feb 13, 2025 Q4 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
270
+ 11.04%
$47K - $50.7K
2.72K $497K
Feb 14, 2025 Q4 2024
South Plains Financial, Inc.

Lubbock, TX
BUY
 -
231
New
$40.2K - $43.3K
231 $42.3K
Jan 30, 2025 Q4 2024
Autumn Glory Partners, LLC

BUY
 -
220
+ 4.11%
$38.3K - $41.3K
5.58K $1.02M
Jan 31, 2025 Q4 2024
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
218
+ 11.96%
$38K - $40.9K
2.04K $374K
Feb 11, 2025 Q4 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 CALL
200
New
$34.8K - $37.5K
200 $36.6K
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 CALL
200
New
$34.8K - $37.5K
200 $36.6K

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