Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 7.49% |
$145K - $155K
|
14.9K
$2.73M
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.02K+ 12.01% |
$142K - $152K
|
9.51K
$1.74M
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1K+ 1.79% |
$140K - $150K
|
57K
$10.4M
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1KNew |
$140K - $150K
|
1K
$183K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 64.39% |
$140K - $150K
|
2.55K
$468K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
995+ 15.35% |
$139K - $149K
|
7.48K
$1.37M
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
950New |
$133K - $142K
|
950
$174K
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
946+ 3.42% |
$132K - $142K
|
28.6K
$5.24M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
938+ 11.56% |
$131K - $140K
|
9.06K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
932+ 22.74% |
$130K - $139K
|
5.03K
$922K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
929+ 4.3% |
$130K - $139K
|
22.5K
$4.13M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
925+ 4.35% |
$129K - $138K
|
22.2K
$4.07M
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
923+ 55.24% |
$129K - $138K
|
2.59K
$475K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
908+ 4.75% |
$127K - $136K
|
20K
$3.67M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
903+ 12.19% |
$126K - $135K
|
8.31K
$1.52M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
878+ 9.1% |
$123K - $131K
|
10.5K
$1.93M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
873+ 2.3% |
$122K - $131K
|
38.8K
$7.1M
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
841+ 1.04% |
$117K - $126K
|
81.8K
$15M
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
815+ 5.48% |
$114K - $122K
|
15.7K
$2.87M
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
815+ 56.48% |
$114K - $122K
|
2.26K
$414K
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
811+ 48.19% |
$113K - $121K
|
2.49K
$457K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
807+ 9.33% |
$113K - $121K
|
9.45K
$1.73M
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
775+ 54.77% |
$108K - $116K
|
2.19K
$401K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
775+ 2.79% |
$108K - $116K
|
28.5K
$5.23M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
773+ 0.78% |
$108K - $116K
|
99.5K
$18.2M
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
754+ 5.48% |
$105K - $113K
|
14.5K
$2.66M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
748+ 3.47% |
$104K - $112K
|
22.3K
$4.09M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
722+ 3.03% |
$101K - $108K
|
24.5K
$4.49M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
718+ 0.59% |
$100K - $107K
|
122K
$22.4M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
712+ 2157.58% |
$99.4K - $107K
|
745
$137K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
697+ 5.47% |
$97.3K - $104K
|
13.4K
$2.46M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
695+ 5.56% |
$97K - $104K
|
13.2K
$2.42M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
695+ 15.46% |
$97K - $104K
|
5.19K
$951K
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
694+ 11.86% |
$96.9K - $104K
|
6.55K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
685+ 25.86% |
$95.6K - $103K
|
3.33K
$611K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
669+ 4.47% |
$93.4K - $100K
|
15.6K
$2.87M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
659New |
$92K - $98.6K
|
659
$121K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
657+ 16.29% |
$91.7K - $98.3K
|
4.69K
$860K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
650+ 0.39% |
$90.7K - $97.3K
|
169K
$31M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
649+ 4.99% |
$90.6K - $97.1K
|
13.7K
$2.5M
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
635New |
$88.7K - $95K
|
635
$116K
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
600+ 6.96% |
$83.8K - $89.8K
|
9.22K
$1.69M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
591New |
$82.5K - $88.4K
|
591
$108K
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
589+ 2.41% |
$82.2K - $88.1K
|
25.1K
$4.59M
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
573+ 14.31% |
$80K - $85.7K
|
4.58K
$839K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
566+ 9.23% |
$79K - $84.7K
|
6.7K
$1.23M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
560+ 1.92% |
$78.2K - $83.8K
|
29.7K
$5.45M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
556+ 27.79% |
$77.6K - $83.2K
|
2.56K
$469K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
551+ 26.5% |
$76.9K - $82.5K
|
2.63K
$482K
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
551+ 4.14% |
$76.9K - $82.5K
|
13.9K
$2.54M
|