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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.28K+ 8.96% |
$556K - $600K
|
39.9K
$7.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.26K+ 22.21% |
$553K - $597K
|
18K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.25K+ 43.38% |
$551K - $595K
|
10.8K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.25K+ 42.26% |
$551K - $594K
|
10.9K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.25KNew |
$551K - $594K
|
3.25K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.23K+ 21.2% |
$548K - $591K
|
18.5K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.21K+ 3.05% |
$545K - $588K
|
108K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.2K+ 170.19% |
$543K - $586K
|
5.09K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
3.14K+ 10.17% |
$532K - $574K
|
34K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$525K - $567K
|
3.1K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.1KNew |
$525K - $566K
|
3.1K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
3.1K+ 3.62% |
$525K - $566K
|
88.7K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.07K+ 151.78% |
$520K - $562K
|
5.1K
$937K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 34.44% |
$519K - $560K
|
12K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.06K+ 4.69% |
$518K - $559K
|
68.3K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.06KNew |
$518K - $559K
|
3.06K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.05K+ 1.83% |
$516K - $557K
|
169K
$31.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.04K+ 2.04% |
$515K - $556K
|
152K
$27.9M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.99KNew |
$506K - $547K
|
2.99K
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 9.37% |
$505K - $544K
|
34.8K
$6.39M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.97K+ 5.33% |
$503K - $542K
|
58.6K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.95K+ 253.44% |
$499K - $538K
|
4.11K
$755K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.94KNew |
$498K - $537K
|
2.94K
$540K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.91K+ 120.8% |
$493K - $532K
|
5.32K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 44.75% |
$492K - $531K
|
9.39K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$490K - $529K
|
2.89K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.87K+ 96.18% |
$486K - $525K
|
5.86K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.86K+ 20.59% |
$484K - $522K
|
16.7K
$3.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.84K+ 462.44% |
$482K - $520K
|
3.46K
$636K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
2.84K+ 33.81% |
$481K - $519K
|
11.2K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.79K+ 3.07% |
$473K - $511K
|
93.7K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79K+ 44.38% |
$472K - $509K
|
9.06K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.78KNew |
$471K - $509K
|
2.78K
$512K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
2.78K+ 14.42% |
$470K - $507K
|
22K
$4.05M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 28.47% |
$469K - $506K
|
12.5K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.76KNew |
$468K - $505K
|
2.76K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.75K+ 14.86% |
$466K - $503K
|
21.3K
$3.91M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.73K+ 30.51% |
$462K - $499K
|
11.7K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.72K+ 9.22% |
$460K - $496K
|
32.2K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.71K+ 4.52% |
$459K - $496K
|
62.7K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.71K+ 1.71% |
$459K - $495K
|
162K
$29.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.65K+ 2.64% |
$449K - $485K
|
103K
$18.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.63K+ 223.05% |
$446K - $481K
|
3.81K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
2.61K+ 3.23% |
$442K - $477K
|
83.5K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2.61KNew |
$442K - $476K
|
2.61K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$439K - $474K
|
2.59K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.58K+ 0.75% |
$437K - $472K
|
345K
$63.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.58KNew |
$437K - $472K
|
2.58K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.56K+ 6.72% |
$434K - $469K
|
40.7K
$7.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.56K+ 19.62% |
$433K - $467K
|
15.6K
$2.87M
|