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 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.03K+ 27.65% |
$354K - $381K
|
9.38K
$1.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.03K+ 283.5% |
$353K - $380K
|
2.74K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
2.02K+ 4.96% |
$352K - $379K
|
42.7K
$7.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.01K+ 64.84% |
$351K - $377K
|
5.12K
$906K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2K+ 1.4% |
$349K - $375K
|
145K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2K+ 100.0% |
$348K - $375K
|
4K
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
2K+ 9.29% |
$348K - $375K
|
23.5K
$4.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2KNew |
$348K - $375K
|
2K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.99K+ 34.6% |
$347K - $373K
|
7.74K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.98KNew |
$344K - $371K
|
1.98K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.97KNew |
$343K - $369K
|
1.97K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.95KNew |
$340K - $367K
|
1.95K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.94K+ 3.22% |
$339K - $365K
|
62.3K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.94K+ 2.32% |
$338K - $364K
|
85.5K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.94K+ 9.92% |
$338K - $364K
|
21.5K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.93K+ 1.09% |
$337K - $363K
|
179K
$31.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.93K+ 21.21% |
$336K - $362K
|
11K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.92K+ 27.73% |
$334K - $360K
|
8.84K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.9K+ 1.3% |
$331K - $357K
|
148K
$26.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 17.65% |
$331K - $356K
|
12.7K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.9K+ 8.08% |
$330K - $356K
|
25.3K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.89K+ 25.28% |
$330K - $355K
|
9.38K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.88K+ 16.86% |
$327K - $353K
|
13K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.88K+ 70.96% |
$327K - $352K
|
4.52K
$801K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.88KNew |
$327K - $352K
|
1.88K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.87K+ 2.95% |
$326K - $351K
|
65.2K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.85K+ 1.68% |
$322K - $347K
|
112K
$19.9M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.85K+ 1.72% |
$322K - $347K
|
109K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.83KNew |
$319K - $344K
|
1.83K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.81K+ 72.54% |
$316K - $340K
|
4.31K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 1.77% |
$315K - $339K
|
104K
$18.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.81K+ 9.35% |
$315K - $339K
|
21.1K
$3.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 28.21% |
$315K - $339K
|
8.21K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.79K+ 44.55% |
$312K - $336K
|
5.82K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.79K+ 6.77% |
$312K - $336K
|
28.2K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.79K+ 28.59% |
$311K - $335K
|
8.03K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.76K+ 84.11% |
$306K - $330K
|
3.85K
$682K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.76K+ 15.75% |
$306K - $329K
|
12.9K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.73K+ 33.22% |
$301K - $324K
|
6.93K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.73K+ 3.98% |
$301K - $324K
|
45.1K
$7.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 1.3% |
$300K - $323K
|
134K
$23.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 4.39% |
$298K - $321K
|
40.7K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.69K+ 9.04% |
$295K - $318K
|
20.4K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$295K - $318K
|
1.69K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.69K+ 7.48% |
$294K - $317K
|
24.3K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.68K+ 13.7% |
$293K - $315K
|
13.9K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.68K+ 2.63% |
$292K - $314K
|
65.4K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.68KNew |
$292K - $314K
|
1.68K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 6.72% |
$285K - $307K
|
26K
$4.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.61KNew |
$281K - $303K
|
1.61K
$286K
|