Purchases and Sales Made in Q1 2024 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 2024. 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 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-190- 2.51% |
$29.2K - $32.2K
|
7.37K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-192- 7.75% |
$29.5K - $32.5K
|
2.29K
$406K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-193- 2.96% |
$29.7K - $32.7K
|
6.32K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-198- 4.67% |
$30.5K - $33.5K
|
4.04K
$718K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-199- 99.5% |
$30.6K - $33.7K
|
1
$178
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-202- 3.61% |
$31.1K - $34.2K
|
5.39K
$957K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-203- 2.95% |
$31.2K - $34.4K
|
6.68K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-209- 0.07% |
$32.2K - $35.4K
|
316K
$56.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-211- 1.43% |
$32.5K - $35.7K
|
14.5K
$2.58M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216- 7.32% |
$33.2K - $36.6K
|
2.73K
$486K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-219- 8.49% |
$33.7K - $37.1K
|
2.36K
$419K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-220- 3.84% |
$33.8K - $37.3K
|
5.51K
$978K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-220- 46.32% |
$33.8K - $37.3K
|
255
$45.3K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 33.79% |
$34.3K - $37.8K
|
437
$77.6K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-227- 0.59% |
$34.9K - $38.4K
|
38.3K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-229- 7.14% |
$35.2K - $38.8K
|
2.98K
$529K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-230- 0.85% |
$35.4K - $39K
|
26.9K
$4.77M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-236- 2.02% |
$36.3K - $40K
|
11.5K
$2.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-240- 7.03% |
$36.9K - $40.6K
|
3.18K
$564K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-250- 1.56% |
$38.5K - $42.3K
|
15.8K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-256- 5.59% |
$39.4K - $43.4K
|
4.32K
$767K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-256- 1.9% |
$39.4K - $43.4K
|
13.2K
$2.35M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-256- 1.9% |
$39.4K - $43.4K
|
13.2K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-257- 4.05% |
$39.5K - $43.5K
|
6.1K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-257- 11.37% |
$39.5K - $43.5K
|
2K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-260- 1.51% |
$40K - $44K
|
16.9K
$3.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-268- 1.68% |
$41.2K - $45.4K
|
15.7K
$2.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-275- 7.02% |
$42.3K - $46.6K
|
3.64K
$647K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-275- 9.35% |
$42.3K - $46.6K
|
2.67K
$474K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-275- 10.36% |
$42.3K - $46.6K
|
2.38K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-276- 1.59% |
$42.5K - $46.7K
|
17.1K
$3.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-279- 6.05% |
$42.9K - $47.3K
|
4.33K
$770K
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-279- 1.16% |
$42.9K - $47.3K
|
23.9K
$4.24M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-285- 15.55% |
$43.8K - $48.3K
|
1.55K
$275K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-290- 14.38% |
$44.6K - $49.1K
|
1.73K
$307K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-292- 14.96% |
$44.9K - $49.5K
|
1.66K
$295K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-292- 9.61% |
$44.9K - $49.5K
|
2.75K
$488K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 1.56% |
$46.2K - $50.8K
|
18.9K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-305- 1.01% |
$46.9K - $51.7K
|
30K
$5.33M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-308- 2.07% |
$47.4K - $52.2K
|
14.6K
$2.59M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-308- 6.82% |
$47.4K - $52.2K
|
4.21K
$748K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-311- 1.98% |
$47.8K - $52.7K
|
15.4K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-315- 4.25% |
$48.5K - $53.4K
|
7.09K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-316- 0.33% |
$48.6K - $53.5K
|
95.4K
$16.9M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-323- 3.52% |
$49.7K - $54.7K
|
8.86K
$1.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-333- 5.16% |
$51.2K - $56.4K
|
6.12K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-339- 6.84% |
$52.2K - $57.4K
|
4.62K
$820K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-340- 19.48% |
$52.3K - $57.6K
|
1.41K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-340- 8.5% |
$52.3K - $57.6K
|
3.66K
$650K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-343- 2.17% |
$52.8K - $58.1K
|
15.5K
$2.75M
|