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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
409New |
$69.3K - $74.8K
|
409
$75.2K
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
402+ 1.92% |
$68.1K - $73.5K
|
21.3K
$3.92M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
390+ 5.63% |
$66.1K - $71.3K
|
7.32K
$1.35M
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
385+ 0.14% |
$65.2K - $70.4K
|
283K
$52.1M
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
385+ 10.08% |
$65.2K - $70.4K
|
4.21K
$773K
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
374+ 10.92% |
$63.4K - $68.4K
|
3.8K
$699K
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
371+ 9.28% |
$62.9K - $67.8K
|
4.37K
$804K
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
370+ 2.61% |
$62.7K - $67.7K
|
14.6K
$2.68M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
368+ 17.15% |
$62.4K - $67.3K
|
2.51K
$462K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
352+ 112.46% |
$59.6K - $64.4K
|
665
$122K
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
350+ 2.49% |
$59.3K - $64K
|
14.4K
$2.65M
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
350+ 1.7% |
$59.3K - $64K
|
21K
$3.85M
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
345+ 0.94% |
$58.5K - $63.1K
|
37.1K
$6.83M
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
344+ 25.98% |
$58.3K - $62.9K
|
1.67K
$307K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
344+ 17.6% |
$58.3K - $62.9K
|
2.3K
$423K
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
343+ 4.93% |
$58.1K - $62.7K
|
7.3K
$1.34M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
338+ 1.69% |
$57.3K - $61.8K
|
20.4K
$3.74M
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
336+ 4.34% |
$56.9K - $61.4K
|
8.08K
$1.48M
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
335+ 0.48% |
$56.8K - $61.3K
|
70.5K
$13M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
332+ 3.0% |
$56.3K - $60.7K
|
11.4K
$2.09M
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
332+ 22.4% |
$56.3K - $60.7K
|
1.81K
$334K
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
331+ 2.61% |
$56.1K - $60.5K
|
13K
$2.39M
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
328+ 24.92% |
$55.6K - $60K
|
1.64K
$302K
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
327+ 0.09% |
$55.4K - $59.8K
|
359K
$65.9M
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
318+ 8.54% |
$53.9K - $58.1K
|
4.04K
$743K
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
315+ 6.77% |
$53.4K - $57.6K
|
4.97K
$913K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
314+ 69.16% |
$53.2K - $57.4K
|
768
$141K
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
314+ 2.3% |
$53.2K - $57.4K
|
13.9K
$2.56M
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310+ 20.38% |
$52.5K - $56.7K
|
1.83K
$337K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
310+ 2.32% |
$52.5K - $56.7K
|
13.7K
$2.52M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
309+ 6.53% |
$52.4K - $56.5K
|
5.04K
$926K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
308+ 2.66% |
$52.2K - $56.3K
|
11.9K
$2.19M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
304+ 0.4% |
$51.5K - $55.6K
|
75.9K
$14M
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
301+ 4.76% |
$51K - $55K
|
6.63K
$1.22M
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
300+ 10.71% |
$50.8K - $54.9K
|
3.1K
$570K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
299+ 8.11% |
$50.7K - $54.7K
|
3.99K
$733K
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
299+ 5.05% |
$50.7K - $54.7K
|
6.21K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
290+ 26.85% |
$49.1K - $53K
|
1.37K
$252K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
289+ 1.02% |
$49K - $52.8K
|
28.7K
$5.28M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
287+ 13.31% |
$48.6K - $52.5K
|
2.44K
$449K
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
286+ 1.21% |
$48.5K - $52.3K
|
23.9K
$4.39M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
284+ 0.74% |
$48.1K - $51.9K
|
38.4K
$7.07M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
282New |
$47.8K - $51.6K
|
282
$51.9K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
281+ 2.17% |
$47.6K - $51.4K
|
13.2K
$2.43M
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
274+ 11.45% |
$46.4K - $50.1K
|
2.67K
$490K
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
271+ 4.77% |
$45.9K - $49.5K
|
5.96K
$1.09M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
260+ 20.95% |
$44.1K - $47.5K
|
1.5K
$276K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
259+ 74.64% |
$43.9K - $47.4K
|
606
$111K
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
259+ 19.47% |
$43.9K - $47.4K
|
1.59K
$292K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
254+ 30.24% |
$43K - $46.4K
|
1.09K
$201K
|