Purchases and Sales Made in Q1 2025 in Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
30+ 0.38% |
$5.08K - $5.49K
|
7.9K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
29+ 6.13% |
$4.91K - $5.3K
|
502
$92.3K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
29+ 0.71% |
$4.91K - $5.3K
|
4.12K
$758K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 0.48% |
$4.74K - $5.12K
|
5.87K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 5.1% |
$4.74K - $5.12K
|
577
$106K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
28+ 0.63% |
$4.74K - $5.12K
|
4.49K
$826K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
27+ 0.64% |
$4.57K - $4.94K
|
4.27K
$785K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
27+ 0.29% |
$4.57K - $4.94K
|
9.47K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27+ 1.88% |
$4.57K - $4.94K
|
1.47K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
25+ 0.55% |
$4.24K - $4.57K
|
4.59K
$843K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
25New |
$4.24K - $4.57K
|
25
$4.6K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
25+ 0.72% |
$4.24K - $4.57K
|
3.52K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
24+ 0.47% |
$4.07K - $4.39K
|
5.15K
$947K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
22+ 0.39% |
$3.73K - $4.02K
|
5.61K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22+ 10.68% |
$3.73K - $4.02K
|
228
$41.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
20+ 0.48% |
$3.39K - $3.66K
|
4.18K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.52% |
$3.39K - $3.66K
|
3.89K
$715K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.66% |
$3.39K - $3.66K
|
3.06K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
20+ 0.27% |
$3.39K - $3.66K
|
7.44K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$3.22K - $3.47K
|
4.51K
$829K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
19+ 0.39% |
$3.22K - $3.47K
|
4.9K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
19+ 0.18% |
$3.22K - $3.47K
|
10.4K
$1.9M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
19New |
$3.22K - $3.47K
|
19
$3.49K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 0.45% |
$3.05K - $3.29K
|
4.05K
$744K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 0.43% |
$3.05K - $3.29K
|
4.24K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
18+ 0.52% |
$3.05K - $3.29K
|
3.47K
$639K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
17+ 0.47% |
$2.88K - $3.11K
|
3.6K
$662K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
17+ 0.12% |
$2.88K - $3.11K
|
13.9K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.48% |
$2.88K - $3.11K
|
3.55K
$652K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 19.32% |
$2.88K - $3.11K
|
105
$19.3K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
17+ 0.47% |
$2.88K - $3.11K
|
3.66K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
17+ 0.45% |
$2.88K - $3.11K
|
3.81K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
17+ 0.17% |
$2.88K - $3.11K
|
9.82K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
16+ 0.59% |
$2.71K - $2.93K
|
2.74K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
16+ 0.07% |
$2.71K - $2.93K
|
23.1K
$4.25M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
15+ 0.53% |
$2.54K - $2.74K
|
2.87K
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$2.54K - $2.74K
|
3.01K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.25% |
$2.54K - $2.74K
|
5.95K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
14+ 0.46% |
$2.37K - $2.56K
|
3.07K
$564K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.26% |
$2.37K - $2.56K
|
5.36K
$986K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14New |
$2.37K - $2.56K
|
14
$2.57K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14+ 0.48% |
$2.37K - $2.56K
|
2.91K
$536K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13+ 0.49% |
$2.2K - $2.38K
|
2.65K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.36% |
$2.2K - $2.38K
|
3.59K
$660K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 0.19% |
$2.03K - $2.19K
|
6.5K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12+ 0.97% |
$2.03K - $2.19K
|
1.25K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12+ 0.18% |
$2.03K - $2.19K
|
6.68K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
12+ 0.48% |
$2.03K - $2.19K
|
2.53K
$466K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.59% |
$1.69K - $1.83K
|
1.7K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
10+ 2.36% |
$1.69K - $1.83K
|
433
$79.6K
|