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 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
893+ 4.38% |
$151K - $163K
|
21.3K
$3.92M
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
879+ 5.78% |
$149K - $161K
|
16.1K
$2.96M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
879+ 6.63% |
$149K - $161K
|
14.1K
$2.6M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
866+ 2.86% |
$147K - $158K
|
31.1K
$5.72M
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
859+ 1.82% |
$146K - $157K
|
48K
$8.83M
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
850+ 32.93% |
$144K - $155K
|
3.43K
$631K
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
847+ 46.23% |
$144K - $155K
|
2.68K
$493K
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
844+ 15.47% |
$143K - $154K
|
6.3K
$1.16M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
843+ 11.22% |
$143K - $154K
|
8.36K
$1.54M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
843+ 194.69% |
$143K - $154K
|
1.28K
$235K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
841+ 21.27% |
$142K - $154K
|
4.79K
$881K
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
831+ 37.69% |
$141K - $152K
|
3.04K
$558K
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
825+ 1.82% |
$140K - $151K
|
46.2K
$8.49M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
816+ 1.98% |
$138K - $149K
|
42K
$7.73M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 0.86% |
$136K - $146K
|
94.3K
$17.3M
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
800+ 12.21% |
$136K - $146K
|
7.35K
$1.35M
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
784New |
$133K - $143K
|
784
$144K
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
766+ 5.82% |
$130K - $140K
|
13.9K
$2.56M
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
760New |
$129K - $139K
|
760
$140K
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
750+ 27.27% |
$127K - $137K
|
3.5K
$644K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
750+ 122.95% |
$127K - $137K
|
1.36K
$250K
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
750+ 54.74% |
$127K - $137K
|
2.12K
$390K
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
750+ 30.3% |
$127K - $137K
|
3.23K
$593K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
743+ 1.63% |
$126K - $136K
|
46.3K
$8.51M
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
739+ 7.87% |
$125K - $135K
|
10.1K
$1.86M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
738+ 2.16% |
$125K - $135K
|
34.8K
$6.41M
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
737+ 0.6% |
$125K - $135K
|
124K
$22.8M
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
736+ 5.67% |
$125K - $135K
|
13.7K
$2.52M
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
736+ 10.19% |
$125K - $135K
|
7.96K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
734+ 7.02% |
$124K - $134K
|
11.2K
$2.06M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
720New |
$122K - $132K
|
720
$132K
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 5.88% |
$119K - $128K
|
12.6K
$2.32M
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
684+ 2.72% |
$116K - $125K
|
25.8K
$4.75M
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
672+ 12.52% |
$114K - $123K
|
6.04K
$1.11M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
671+ 8.09% |
$114K - $123K
|
8.97K
$1.65M
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
670+ 0.76% |
$114K - $123K
|
89.1K
$16.4M
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
662+ 12.24% |
$112K - $121K
|
6.07K
$1.12M
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
661+ 3.08% |
$112K - $121K
|
22.1K
$4.06M
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
660+ 3.79% |
$112K - $121K
|
18.1K
$3.33M
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
658+ 1.85% |
$111K - $120K
|
36.3K
$6.67M
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
656+ 0.65% |
$111K - $120K
|
102K
$18.7M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
655+ 20.09% |
$111K - $120K
|
3.92K
$720K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
647+ 13.25% |
$110K - $118K
|
5.53K
$1.02M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
646+ 6.89% |
$109K - $118K
|
10K
$1.84M
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
640+ 387.88% |
$108K - $117K
|
805
$148K
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
640+ 8.8% |
$108K - $117K
|
7.91K
$1.45M
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
640New |
$108K - $117K
|
640
$118K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
630+ 17.25% |
$107K - $115K
|
4.28K
$787K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
626+ 5.65% |
$106K - $114K
|
11.7K
$2.15M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
622+ 2.9% |
$105K - $114K
|
22.1K
$4.06M
|