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
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.19K+ 106.57% |
$1.22M - $1.31M
|
13.9K
$2.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
7.15K+ 33.33% |
$1.21M - $1.31M
|
28.6K
$5.26M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
6.95K+ 19.74% |
$1.18M - $1.27M
|
42.1K
$7.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.91K+ 18.44% |
$1.17M - $1.26M
|
44.4K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.69K+ 1.62% |
$1.13M - $1.22M
|
420K
$77.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.59K+ 6.49% |
$1.12M - $1.2M
|
108K
$19.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.56K+ 174.87% |
$1.11M - $1.2M
|
10.3K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6.49K+ 57.25% |
$1.1M - $1.19M
|
17.8K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.49K+ 0.96% |
$1.1M - $1.19M
|
680K
$125M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
6.46K+ 53.38% |
$1.09M - $1.18M
|
18.6K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.33K+ 35.41% |
$1.07M - $1.16M
|
24.2K
$4.45M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.29K+ 29.73% |
$1.07M - $1.15M
|
27.5K
$5.05M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.29K+ 14.29% |
$1.07M - $1.15M
|
50.3K
$9.25M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.26K+ 10.39% |
$1.06M - $1.14M
|
66.5K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
6.25KNew |
$1.06M - $1.14M
|
6.25K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.23KNew |
$1.05M - $1.14M
|
6.23K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.2K+ 12.37% |
$1.05M - $1.13M
|
56.3K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.99K+ 3.66% |
$1.02M - $1.1M
|
170K
$31.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.85K+ 8.61% |
$990K - $1.07M
|
73.7K
$13.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.84K+ 11.55% |
$989K - $1.07M
|
56.4K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.79K+ 5.23% |
$982K - $1.06M
|
117K
$21.4M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.64K+ 2906.19% |
$955K - $1.03M
|
5.83K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.64K+ 65.35% |
$955K - $1.03M
|
14.3K
$2.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.63KNew |
$955K - $1.03M
|
5.63K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.56K+ 17.0% |
$942K - $1.02M
|
38.3K
$7.04M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.48KNew |
$928K - $1M
|
5.48K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.45K+ 11.33% |
$923K - $996K
|
53.5K
$9.84M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
5.44K+ 22.47% |
$921K - $994K
|
29.6K
$5.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
5.44K+ 43.89% |
$921K - $994K
|
17.8K
$3.28M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.42KNew |
$919K - $992K
|
5.42K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.39K+ 0.55% |
$914K - $986K
|
990K
$182M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.38K+ 2.28% |
$912K - $984K
|
242K
$44.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.35K+ 6.62% |
$906K - $978K
|
86.1K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
5.3K+ 13.08% |
$898K - $970K
|
45.9K
$8.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.29K+ 16.1% |
$896K - $967K
|
38.1K
$7.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
5.28K+ 12.34% |
$894K - $965K
|
48K
$8.83M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 339.39% |
$883K - $953K
|
6.75K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.2K+ 11.28% |
$881K - $951K
|
51.3K
$9.43M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
5.2K+ 36.91% |
$881K - $951K
|
19.3K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
5.11KNew |
$866K - $935K
|
5.11K
$940K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.09K+ 55.39% |
$863K - $931K
|
14.3K
$2.63M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.08K+ 29.72% |
$861K - $929K
|
22.2K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.06K+ 73.03% |
$858K - $926K
|
12K
$2.21M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.05K+ 20.41% |
$855K - $923K
|
29.8K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5.03K+ 26.81% |
$853K - $920K
|
23.8K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.99KNew |
$845K - $912K
|
4.99K
$917K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.98K+ 2.56% |
$844K - $910K
|
199K
$36.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
4.95KNew |
$839K - $905K
|
4.95K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
4.92K+ 19.22% |
$833K - $899K
|
30.5K
$5.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.91K+ 6.09% |
$832K - $898K
|
85.6K
$15.7M
|