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 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-700- 30.43% |
$108K - $119K
|
1.6K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-713- 6.42% |
$110K - $121K
|
10.4K
$1.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-719- 10.27% |
$111K - $122K
|
6.29K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-722- 9.06% |
$111K - $122K
|
7.24K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-724- 10.72% |
$111K - $123K
|
6.03K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-729- 7.85% |
$112K - $123K
|
8.56K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-732- 1.91% |
$113K - $124K
|
37.6K
$6.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-753- 2.26% |
$116K - $128K
|
32.5K
$5.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-776- 0.74% |
$119K - $131K
|
105K
$19M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-779- 21.28% |
$120K - $132K
|
2.88K
$523K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-786- 2.62% |
$121K - $133K
|
29.2K
$5.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-805- 21.62% |
$124K - $136K
|
2.92K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-809- 4.34% |
$124K - $137K
|
17.8K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-817- 3.69% |
$126K - $138K
|
21.3K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-823- 27.78% |
$127K - $139K
|
2.14K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-824- 9.82% |
$127K - $140K
|
7.57K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-874- 3.16% |
$134K - $148K
|
26.8K
$4.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-880- 1.74% |
$135K - $149K
|
49.6K
$9M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-907- 42.38% |
$140K - $154K
|
1.23K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-918- 10.32% |
$141K - $155K
|
7.98K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-927- 16.35% |
$143K - $157K
|
4.74K
$860K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-929- 97.58% |
$143K - $157K
|
23
$4.17K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-944- 2.13% |
$145K - $160K
|
43.3K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-965- 17.11% |
$148K - $163K
|
4.68K
$848K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-997- 1.77% |
$153K - $169K
|
55.2K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.91% |
$158K - $174K
|
34.2K
$6.21M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.03K- 8.48% |
$158K - $174K
|
11.1K
$2.02M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.03K- 6.8% |
$159K - $175K
|
14.1K
$2.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.06K- 39.7% |
$163K - $180K
|
1.61K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.07K- 4.06% |
$164K - $181K
|
25.2K
$4.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.07K- 10.75% |
$165K - $182K
|
8.91K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.08K- 7.16% |
$167K - $183K
|
14K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.09K- 29.2% |
$168K - $185K
|
2.65K
$481K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.09K- 1.12% |
$168K - $185K
|
96.9K
$17.6M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.1K- 4.17% |
$169K - $186K
|
25.2K
$4.57M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.15K- 5.01% |
$177K - $195K
|
21.8K
$3.95M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.18K- 27.06% |
$181K - $199K
|
3.17K
$575K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.19K- 50.0% |
$183K - $202K
|
1.19K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.19K- 11.24% |
$183K - $202K
|
9.42K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.2K- 27.27% |
$185K - $203K
|
3.2K
$581K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.2K- 7.58% |
$185K - $203K
|
14.6K
$2.66M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.2K- 0.92% |
$185K - $204K
|
130K
$23.6M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-1.21K- 3.45% |
$186K - $205K
|
33.8K
$6.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.24K- 1.15% |
$190K - $209K
|
106K
$19.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.24K- 32.33% |
$191K - $211K
|
2.6K
$472K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.25K- 5.59% |
$193K - $212K
|
21.2K
$3.84M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.29K- 2.97% |
$199K - $219K
|
42.3K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.31K- 27.36% |
$201K - $221K
|
3.47K
$629K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.31K- 24.52% |
$202K - $222K
|
4.04K
$732K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.32K- 14.22% |
$202K - $223K
|
7.94K
$1.44M
|