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
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.22K- 42.46% |
$194K - $205K
|
1.65K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 33.31% |
$196K - $207K
|
2.47K
$437K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.24K- 28.66% |
$197K - $208K
|
3.08K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.24K- 22.95% |
$198K - $209K
|
4.17K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.25K- 6.19% |
$198K - $210K
|
18.9K
$3.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.27K- 1.15% |
$202K - $214K
|
109K
$19.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.28K- 3.04% |
$204K - $216K
|
40.8K
$7.22M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.28K- 1.32% |
$204K - $216K
|
96.2K
$17.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.29K- 33.85% |
$206K - $218K
|
2.53K
$448K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.32K- 3.86% |
$209K - $221K
|
32.8K
$5.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.32K- 1.37% |
$210K - $222K
|
94.8K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.34K- 1.52% |
$214K - $226K
|
86.9K
$15.4M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.35K- 4.55% |
$214K - $227K
|
28.3K
$5.01M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.36K- 3.02% |
$217K - $229K
|
43.7K
$7.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.36K- 1.97% |
$217K - $229K
|
67.7K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.37K- 2.79% |
$218K - $230K
|
47.7K
$8.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.38K- 12.06% |
$219K - $232K
|
10K
$1.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.38K- 9.76% |
$219K - $232K
|
12.7K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.41K- 5.06% |
$225K - $238K
|
26.5K
$4.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.41K- 5.95% |
$225K - $238K
|
22.4K
$3.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.42K- 3.01% |
$226K - $239K
|
45.8K
$8.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.43K- 1.56% |
$227K - $240K
|
90.1K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.44K- 1.14% |
$228K - $242K
|
125K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.44K- 41.38% |
$230K - $243K
|
2.05K
$363K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.45K- 8.51% |
$231K - $245K
|
15.6K
$2.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.46K- 15.74% |
$233K - $246K
|
7.82K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.5K- 12.3% |
$238K - $252K
|
10.7K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.51K- 3.63% |
$241K - $255K
|
40.1K
$7.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 63.48% |
$241K - $255K
|
870
$154K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.58K- 53.92% |
$252K - $266K
|
1.35K
$240K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.58K- 35.89% |
$252K - $267K
|
2.83K
$501K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.59K- 10.54% |
$253K - $268K
|
13.5K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.61K- 3.91% |
$256K - $270K
|
39.4K
$6.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-1.64K- 12.5% |
$260K - $275K
|
11.5K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-1.64K- 10.08% |
$262K - $277K
|
14.7K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.68K- 83.68% |
$268K - $283K
|
328
$58.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.7K- 5.26% |
$271K - $287K
|
30.7K
$5.43M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.72K- 2.62% |
$274K - $289K
|
63.8K
$11.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 52.11% |
$277K - $293K
|
1.6K
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.78K- 6.73% |
$283K - $299K
|
24.6K
$4.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 8.29% |
$292K - $309K
|
20.3K
$3.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.89K- 4.26% |
$301K - $318K
|
42.4K
$7.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 23.75% |
$303K - $321K
|
6.12K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.93K- 47.69% |
$307K - $325K
|
2.12K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.97K- 8.24% |
$314K - $332K
|
22K
$3.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.97K- 19.17% |
$314K - $332K
|
8.33K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.01K- 10.21% |
$320K - $338K
|
17.7K
$3.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.03K- 13.03% |
$323K - $341K
|
13.5K
$2.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-2.04K- 8.12% |
$325K - $344K
|
23.1K
$4.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.08K- 8.9% |
$331K - $351K
|
21.3K
$3.78M
|