Welch & Forbes LLC Invesco S&P 500 Equal Weight E Transaction History

Welch & Forbes LLC

$8.21 Billion
Q3 2025

A detailed history of Welch & Forbes LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Welch & Forbes LLC holds 1,552 shares of RSP stock, worth $290,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,552

Previous 1,514 2.51%

Holding current value

$290,751

Previous $275,000 6.91%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$181.56 - $190.33 $6,899 - $7,232	38 Added 2.51%	1,552 $294,000
Q2 2025 Aug 04, 2025	BUY	$152.93 - $181.74 $1,529 - $1,817	10 Added 0.66%	1,514 $275,000
Q1 2025 May 02, 2025	BUY	$169.43 - $182.84 $29,650 - $31,997	175 Added 13.17%	1,504 $260,000
Q4 2024 Feb 06, 2025	SELL	$174.22 - $187.62 $26,133 - $28,143	-150 Reduced 10.14%	1,329 $232,000
Q3 2024 Nov 04, 2024	BUY	$162.83 - $179.16 $1,139 - $1,254	7 Added 0.48%	1,479 $264,000

Q2 2024 Aug 01, 2024	BUY	$159.21 - $168.37 $234,357 - $247,840	1,472 New	1,472 $241,000

Others Institutions Holding RSP

# of Institutions

2,226

Shares Held

281M

Call Options Held

11.5M

Put Options Held

15.1M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.

Account