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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
1.2KNew |
$195K - $214K
|
1.2K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.14KNew |
$186K - $204K
|
1.14K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.03KNew |
$168K - $185K
|
1.03K
$190K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
937+ 8.34% |
$153K - $168K
|
12.2K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
880New |
$143K - $158K
|
880
$162K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
724+ 52.46% |
$118K - $130K
|
2.1K
$387K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 7.48% |
$116K - $128K
|
10.3K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
566+ 2.68% |
$92.2K - $101K
|
21.7K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
560New |
$91.2K - $100K
|
560
$103K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
425+ 6.24% |
$69.2K - $76.1K
|
7.24K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
353+ 405.75% |
$57.5K - $63.2K
|
440
$80.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
328New |
$53.4K - $58.8K
|
328
$60.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
254+ 127.0% |
$41.4K - $45.5K
|
454
$83.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
211New |
$34.4K - $37.8K
|
211
$38.8K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
211+ 44.51% |
$34.4K - $37.8K
|
685
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
188New |
$30.6K - $33.7K
|
188
$34.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
171+ 0.25% |
$27.8K - $30.6K
|
68.8K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
166New |
$27K - $29.7K
|
166
$30.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
164New |
$26.7K - $29.4K
|
164
$30.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
156+ 2.44% |
$25.4K - $27.9K
|
6.55K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
154New |
$25.1K - $27.6K
|
154
$28.3K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
126+ 8.6% |
$20.5K - $22.6K
|
1.59K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
124New |
$20.2K - $22.2K
|
124
$22.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
123New |
$20K - $22K
|
123
$22.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
122+ 8.76% |
$19.9K - $21.9K
|
1.52K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103+ 10.15% |
$16.8K - $18.5K
|
1.12K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
101New |
$16.4K - $18.1K
|
101
$18.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
98New |
$16K - $17.6K
|
98
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
93New |
$15.1K - $16.7K
|
93
$17.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
75+ 3.95% |
$12.2K - $13.4K
|
1.98K
$363K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
74+ 45.96% |
$12K - $13.3K
|
235
$43.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
73+ 608.33% |
$11.9K - $13.1K
|
85
$15.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
71+ 54.62% |
$11.6K - $12.7K
|
201
$37K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
69New |
$11.2K - $12.4K
|
69
$12.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
60+ 3.41% |
$9.77K - $10.7K
|
1.82K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
43New |
$7K - $7.7K
|
43
$7.91K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
35New |
$5.7K - $6.27K
|
35
$6.44K
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
29+ 2.26% |
$4.72K - $5.2K
|
1.31K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20New |
$3.26K - $3.58K
|
20
$3.68K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 4.61% |
$2.61K - $2.87K
|
363
$66.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.27% |
$2.44K - $2.69K
|
5.61K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 6.5% |
$2.12K - $2.33K
|
213
$39.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8+ 0.18% |
$1.3K - $1.43K
|
4.48K
$824K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$651 - $717
|
4
$735
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.09% |
$326 - $358
|
2.26K
$416K
|