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 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.17KNew |
$664K - $702K
|
4.17K
$774K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
4.13KNew |
$658K - $695K
|
4.13K
$766K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4.12K+ 19.75% |
$656K - $693K
|
25K
$4.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.12K+ 6.01% |
$655K - $693K
|
72.7K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.09KNew |
$651K - $689K
|
4.09K
$759K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.03K+ 12.24% |
$641K - $678K
|
36.9K
$6.85M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.02K+ 7.18% |
$640K - $677K
|
60K
$11.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.94K+ 16.27% |
$627K - $663K
|
28.1K
$5.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.91K+ 14.26% |
$623K - $659K
|
31.3K
$5.81M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.87KNew |
$616K - $651K
|
3.87K
$717K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
3.85K+ 40.29% |
$612K - $648K
|
13.4K
$2.49M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.83K+ 21.51% |
$609K - $644K
|
21.6K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.82K+ 6.97% |
$607K - $642K
|
58.5K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.79K+ 9.37% |
$604K - $638K
|
44.3K
$8.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.75K+ 119.71% |
$597K - $631K
|
6.88K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.7K+ 11.1% |
$588K - $622K
|
37K
$6.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.59K+ 1.95% |
$572K - $605K
|
188K
$34.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.55K+ 7.62% |
$565K - $598K
|
50.1K
$9.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.48K+ 10.25% |
$554K - $586K
|
37.5K
$6.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.46K+ 8.97% |
$552K - $583K
|
42.1K
$7.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.44K+ 9.06% |
$548K - $580K
|
41.4K
$7.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.39K+ 0.69% |
$540K - $571K
|
492K
$91.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.33K+ 0.82% |
$531K - $561K
|
411K
$76.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.32K+ 16.64% |
$529K - $559K
|
23.3K
$4.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.31K+ 7.73% |
$527K - $557K
|
46.1K
$8.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.31K+ 14.87% |
$526K - $557K
|
25.5K
$4.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.24K+ 24.77% |
$515K - $545K
|
16.3K
$3.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.24K+ 207.24% |
$515K - $545K
|
4.8K
$890K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.23K+ 28.21% |
$514K - $543K
|
14.7K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.18K+ 4.25% |
$506K - $535K
|
78K
$14.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.14K+ 3.73% |
$501K - $529K
|
87.4K
$16.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
3.13K+ 8.35% |
$499K - $528K
|
40.6K
$7.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.12K+ 2.17% |
$497K - $526K
|
147K
$27.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 7.3% |
$493K - $522K
|
45.6K
$8.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.08K+ 2.69% |
$490K - $518K
|
117K
$21.8M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.06K+ 4.19% |
$488K - $516K
|
76.2K
$14.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.06K+ 3.62% |
$486K - $514K
|
87.5K
$16.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
3.05KNew |
$485K - $513K
|
3.05K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.04K+ 3.74% |
$484K - $512K
|
84.3K
$15.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.86K+ 54.88% |
$456K - $482K
|
8.08K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.85K+ 6.13% |
$454K - $480K
|
49.4K
$9.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.82K+ 63.24% |
$449K - $475K
|
7.29K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.79KNew |
$445K - $470K
|
2.79K
$518K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.78K+ 0.52% |
$443K - $469K
|
539K
$100M
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.78KNew |
$442K - $467K
|
2.78K
$515K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.77K+ 14.56% |
$441K - $466K
|
21.8K
$4.04M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.68K+ 20.65% |
$427K - $451K
|
15.7K
$2.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
BUY
|
- |
2.67K+ 3.68% |
$425K - $449K
|
75.2K
$14M
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 1.67% |
$420K - $444K
|
161K
$29.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.63KNew |
$419K - $443K
|
2.63K
$489K
|