Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.03K+ 0.9% |
$164K - $173K
|
115K
$20.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.02KNew |
$162K - $171K
|
1.02K
$184K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.01K+ 29.05% |
$161K - $171K
|
4.5K
$815K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.01K+ 5.19% |
$161K - $170K
|
20.5K
$3.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.01K+ 4.21% |
$161K - $170K
|
25.1K
$4.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.01K+ 77.91% |
$160K - $169K
|
2.3K
$416K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.01K+ 4.31% |
$160K - $169K
|
24.3K
$4.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1K+ 2.64% |
$160K - $169K
|
38.9K
$7.05M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
1K+ 47.19% |
$159K - $168K
|
3.12K
$565K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
992+ 1.64% |
$158K - $167K
|
61.6K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
986New |
$157K - $166K
|
986
$179K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
974+ 6.9% |
$155K - $164K
|
15.1K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
973+ 1.96% |
$155K - $164K
|
50.7K
$9.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
968+ 7.07% |
$154K - $163K
|
14.7K
$2.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
952+ 18.6% |
$152K - $160K
|
6.07K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
946+ 5.08% |
$151K - $159K
|
19.6K
$3.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
934+ 4.62% |
$149K - $157K
|
21.2K
$3.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
927+ 6.56% |
$148K - $156K
|
15.1K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
927+ 16.64% |
$148K - $156K
|
6.5K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
921+ 47.04% |
$147K - $155K
|
2.88K
$521K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
917New |
$146K - $154K
|
917
$166K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
915+ 6.28% |
$146K - $154K
|
15.5K
$2.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
904New |
$144K - $152K
|
904
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
899+ 7.91% |
$143K - $151K
|
12.3K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
893+ 35.25% |
$142K - $150K
|
3.43K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
887+ 48.66% |
$141K - $149K
|
2.71K
$491K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
864New |
$138K - $145K
|
864
$156K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
855+ 9.48% |
$136K - $144K
|
9.88K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
850New |
$135K - $143K
|
850
$154K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
838+ 39.2% |
$133K - $141K
|
2.98K
$539K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
825+ 6.51% |
$131K - $139K
|
13.5K
$2.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
820+ 1.84% |
$131K - $138K
|
45.4K
$8.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
816New |
$130K - $137K
|
816
$148K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
816New |
$130K - $137K
|
816
$148K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
807+ 3.31% |
$128K - $136K
|
25.2K
$4.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
802+ 36.5% |
$128K - $135K
|
3K
$543K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
768+ 4.14% |
$122K - $129K
|
19.3K
$3.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
739+ 15.21% |
$118K - $124K
|
5.6K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
739+ 32.95% |
$118K - $124K
|
2.98K
$540K
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
735+ 8.48% |
$117K - $124K
|
9.41K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
715+ 4.84% |
$114K - $120K
|
15.5K
$2.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
710+ 13.49% |
$113K - $120K
|
5.97K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
709+ 40.19% |
$113K - $119K
|
2.47K
$448K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
708+ 16.66% |
$113K - $119K
|
4.96K
$898K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
704+ 4.27% |
$112K - $119K
|
17.2K
$3.11M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
701+ 87.63% |
$112K - $118K
|
1.5K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
701New |
$112K - $118K
|
701
$127K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
701+ 206.78% |
$112K - $118K
|
1.04K
$188K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
693+ 1.85% |
$110K - $117K
|
38.2K
$6.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
682+ 7.91% |
$109K - $115K
|
9.3K
$1.68M
|