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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
234+ 1.18% |
$40.8K - $43.9K
|
20K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
231New |
$40.2K - $43.3K
|
231
$41.8K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
225New |
$39.2K - $42.2K
|
225
$40.7K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
221+ 8.76% |
$38.5K - $41.5K
|
2.75K
$497K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
220+ 4.11% |
$38.3K - $41.3K
|
5.58K
$1.01M
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
219+ 0.77% |
$38.2K - $41.1K
|
28.8K
$5.21M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
218+ 11.96% |
$38K - $40.9K
|
2.04K
$370K
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
216+ 14.57% |
$37.6K - $40.5K
|
1.7K
$307K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
210+ 6.37% |
$36.6K - $39.4K
|
3.51K
$635K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
201New |
$35K - $37.7K
|
201
$36.4K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
200New |
$34.8K - $37.5K
|
200
$36.2K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200New |
$34.8K - $37.5K
|
200
$36.2K
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 2.35% |
$34.8K - $37.5K
|
8.71K
$1.58M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
200+ 5.52% |
$34.8K - $37.5K
|
3.82K
$692K
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
195+ 11.86% |
$34K - $36.6K
|
1.84K
$333K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
195+ 6.24% |
$34K - $36.6K
|
3.32K
$601K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
190+ 5.05% |
$33.1K - $35.6K
|
3.95K
$716K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
190New |
$33.1K - $35.6K
|
190
$34.4K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 50.41% |
$32.1K - $34.5K
|
549
$99.4K
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
184+ 1.59% |
$32.1K - $34.5K
|
11.8K
$2.13M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
184+ 0.21% |
$32.1K - $34.5K
|
87.1K
$15.8M
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
181+ 2.7% |
$31.5K - $34K
|
6.9K
$1.25M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
180New |
$31.4K - $33.8K
|
180
$32.6K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
179+ 15.3% |
$31.2K - $33.6K
|
1.35K
$244K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
178+ 0.37% |
$31K - $33.4K
|
48.2K
$8.74M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
178+ 8.77% |
$31K - $33.4K
|
2.21K
$400K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 13.81% |
$30.7K - $33K
|
1.45K
$263K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
173+ 3.29% |
$30.1K - $32.5K
|
5.43K
$983K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
173+ 6.62% |
$30.1K - $32.5K
|
2.79K
$504K
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
167New |
$29.1K - $31.3K
|
167
$30.2K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
166New |
$28.9K - $31.1K
|
166
$30.1K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
165+ 2.61% |
$28.7K - $31K
|
6.49K
$1.17M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
160+ 4.94% |
$27.9K - $30K
|
3.4K
$615K
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
156+ 6.4% |
$27.2K - $29.3K
|
2.6K
$470K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
155+ 1.11% |
$27K - $29.1K
|
14.1K
$2.55M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
152New |
$26.5K - $28.5K
|
152
$27.5K
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
150+ 1.44% |
$26.1K - $28.1K
|
10.6K
$1.92M
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
150+ 6.35% |
$26.1K - $28.1K
|
2.51K
$455K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 7.62% |
$26.1K - $28.1K
|
2.12K
$384K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
150+ 9.65% |
$26.1K - $28.1K
|
1.71K
$309K
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
146+ 0.8% |
$25.4K - $27.4K
|
18.3K
$3.32M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
134+ 0.19% |
$23.3K - $25.1K
|
69.8K
$12.6M
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
133New |
$23.2K - $25K
|
133
$24.1K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
130+ 11.56% |
$22.6K - $24.4K
|
1.26K
$227K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
125+ 3.27% |
$21.8K - $23.5K
|
3.95K
$716K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
123+ 4.59% |
$21.4K - $23.1K
|
2.8K
$507K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
119+ 0.35% |
$20.7K - $22.3K
|
34.1K
$6.18M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
117+ 4.0% |
$20.4K - $22K
|
3.04K
$551K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
116New |
$20.2K - $21.8K
|
116
$21K
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
116+ 9.67% |
$20.2K - $21.8K
|
1.32K
$238K
|