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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.07K+ 8.44% |
$351K - $378K
|
26.6K
$4.89M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.07K+ 13.7% |
$350K - $378K
|
17.1K
$3.15M
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
2.06K+ 11.77% |
$349K - $377K
|
19.6K
$3.6M
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
2.06K+ 1.54% |
$349K - $376K
|
136K
$25M
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.05KNew |
$347K - $375K
|
2.05K
$377K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2K+ 131.28% |
$339K - $366K
|
3.53K
$649K
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$339K - $366K
|
2K
$368K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.97K+ 137.9% |
$334K - $361K
|
3.4K
$626K
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.94K+ 46.59% |
$329K - $355K
|
6.1K
$1.12M
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 35.76% |
$326K - $352K
|
7.32K
$1.35M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.92KNew |
$326K - $351K
|
1.92K
$353K
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.92KNew |
$325K - $351K
|
1.92K
$353K
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.92KNew |
$325K - $351K
|
1.92K
$353K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.9K+ 10.9% |
$322K - $347K
|
19.3K
$3.55M
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
1.9K+ 2.44% |
$321K - $346K
|
79.5K
$14.6M
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
1.89KNew |
$321K - $346K
|
1.89K
$348K
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.84K+ 110.69% |
$312K - $337K
|
3.51K
$645K
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.83K+ 70.64% |
$311K - $335K
|
4.43K
$814K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.81K+ 151.94% |
$306K - $330K
|
2.99K
$550K
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.8KNew |
$305K - $329K
|
1.8K
$331K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.79K+ 5.48% |
$304K - $328K
|
34.5K
$6.35M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.78KNew |
$301K - $325K
|
1.78K
$327K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.76K+ 136.94% |
$298K - $322K
|
3.05K
$560K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.76KNew |
$298K - $322K
|
1.76K
$324K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.76K+ 22.23% |
$298K - $321K
|
9.66K
$1.78M
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.75K+ 65.62% |
$297K - $320K
|
4.42K
$812K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.74K+ 40.77% |
$295K - $319K
|
6.02K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 1.2% |
$293K - $316K
|
146K
$26.9M
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$291K - $314K
|
1.72K
$316K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.72K+ 13.95% |
$291K - $314K
|
14K
$2.58M
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.71K+ 63.98% |
$289K - $312K
|
4.38K
$804K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.69K+ 1.44% |
$287K - $310K
|
119K
$21.9M
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.68KNew |
$285K - $307K
|
1.68K
$309K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 11.65% |
$283K - $306K
|
16K
$2.95M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.66K+ 7.91% |
$281K - $303K
|
22.6K
$4.16M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 0.53% |
$276K - $297K
|
311K
$57.2M
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.62KNew |
$274K - $296K
|
1.62K
$298K
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.61KNew |
$273K - $294K
|
1.61K
$296K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.61K+ 9.8% |
$272K - $293K
|
18K
$3.31M
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.6K+ 6.59% |
$271K - $293K
|
25.9K
$4.76M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
1.6K+ 41.03% |
$271K - $293K
|
5.5K
$1.01M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.6K+ 22.46% |
$271K - $292K
|
8.71K
$1.6M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.59K+ 22.37% |
$269K - $290K
|
8.68K
$1.6M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 7.15% |
$266K - $287K
|
23.5K
$4.33M
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.56K+ 50.54% |
$264K - $285K
|
4.64K
$853K
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.55K+ 8.29% |
$262K - $283K
|
20.2K
$3.72M
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.53KNew |
$260K - $280K
|
1.53K
$282K
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.53K+ 4.79% |
$259K - $279K
|
33.4K
$6.15M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.53K+ 16.52% |
$259K - $279K
|
10.8K
$1.98M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.49K+ 13.56% |
$253K - $273K
|
12.5K
$2.3M
|