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 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
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
621+ 0.79% |
$105K - $114K
|
79K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
615+ 337.91% |
$104K - $112K
|
797
$147K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
611+ 23.59% |
$104K - $112K
|
3.2K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
611+ 4.59% |
$104K - $112K
|
13.9K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
604+ 16.22% |
$102K - $110K
|
4.33K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
601+ 2.28% |
$102K - $110K
|
27K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
599New |
$101K - $110K
|
599
$110K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
595+ 26.14% |
$101K - $109K
|
2.87K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
593+ 6.42% |
$100K - $108K
|
9.82K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
589+ 20.72% |
$99.8K - $108K
|
3.43K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
584+ 8.3% |
$98.9K - $107K
|
7.62K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
582+ 12.72% |
$98.6K - $106K
|
5.16K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
580+ 0.59% |
$98.3K - $106K
|
99K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
580+ 3.22% |
$98.3K - $106K
|
18.6K
$3.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
580+ 21.99% |
$98.3K - $106K
|
3.22K
$592K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
568+ 2.07% |
$96.2K - $104K
|
28K
$5.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
565+ 23.96% |
$95.7K - $103K
|
2.92K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
564+ 17.24% |
$95.6K - $103K
|
3.84K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
556+ 2.9% |
$94.2K - $102K
|
19.7K
$3.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
555+ 41.95% |
$94K - $101K
|
1.88K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
549+ 19.71% |
$93K - $100K
|
3.33K
$613K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
546+ 11.81% |
$92.5K - $99.8K
|
5.17K
$951K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
546+ 2.12% |
$92.5K - $99.8K
|
26.2K
$4.83M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
545+ 25.88% |
$92.3K - $99.6K
|
2.65K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
545+ 2.37% |
$92.3K - $99.6K
|
23.5K
$4.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
534+ 2.7% |
$90.5K - $97.6K
|
20.3K
$3.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
528+ 28.63% |
$89.5K - $96.5K
|
2.37K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
523+ 0.3% |
$88.6K - $95.6K
|
176K
$32.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
521+ 23.61% |
$88.3K - $95.3K
|
2.73K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
515+ 3.22% |
$87.3K - $94.2K
|
16.5K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
514+ 7.45% |
$87.1K - $94K
|
7.41K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
512+ 12.25% |
$86.7K - $93.6K
|
4.69K
$863K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
512+ 7.49% |
$86.7K - $93.6K
|
7.35K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
512+ 2.89% |
$86.7K - $93.6K
|
18.2K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
507+ 5.46% |
$85.9K - $92.7K
|
9.8K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
494+ 3.99% |
$83.7K - $90.3K
|
12.9K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
491+ 1.4% |
$83.2K - $89.8K
|
35.7K
$6.56M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
490+ 16.57% |
$83K - $89.6K
|
3.45K
$634K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
481+ 5.61% |
$81.5K - $87.9K
|
9.05K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
480+ 0.99% |
$81.3K - $87.8K
|
49K
$9M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
476+ 1.32% |
$80.6K - $87K
|
36.5K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
471+ 2.57% |
$79.8K - $86.1K
|
18.8K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
462+ 18.84% |
$78.3K - $84.5K
|
2.91K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
451+ 9.12% |
$76.4K - $82.5K
|
5.4K
$992K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
451+ 22.55% |
$76.4K - $82.5K
|
2.45K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
431+ 23.69% |
$73K - $78.8K
|
2.25K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
431New |
$73K - $78.8K
|
431
$79.2K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
424+ 9.71% |
$71.8K - $77.5K
|
4.79K
$881K
|