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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.62K+ 33.24% |
$418K - $442K
|
10.5K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.62KNew |
$417K - $441K
|
2.62K
$474K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.61K+ 55.05% |
$416K - $440K
|
7.36K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.57K+ 5.42% |
$409K - $432K
|
49.9K
$9.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.56KNew |
$408K - $431K
|
2.56K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.5KNew |
$398K - $421K
|
2.5K
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.48K+ 10.04% |
$395K - $418K
|
27.2K
$4.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.47K+ 25.61% |
$394K - $417K
|
12.1K
$2.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.44KNew |
$389K - $411K
|
2.44K
$442K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 3.92% |
$388K - $410K
|
64.6K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.41K+ 3.95% |
$384K - $406K
|
63.5K
$11.5M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.39K+ 64.5% |
$381K - $403K
|
6.1K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 8.21% |
$380K - $402K
|
31.4K
$5.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.38KNew |
$379K - $401K
|
2.38K
$431K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.32KNew |
$370K - $391K
|
2.32K
$421K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.32K+ 271.03% |
$369K - $391K
|
3.18K
$575K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.32K+ 10.55% |
$369K - $390K
|
24.3K
$4.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.31K+ 39.67% |
$368K - $389K
|
8.14K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 2.12% |
$360K - $381K
|
109K
$19.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.26KNew |
$359K - $380K
|
2.26K
$408K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
2.22K+ 6.72% |
$353K - $373K
|
35.2K
$6.37M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.21K+ 4.05% |
$352K - $372K
|
56.8K
$10.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.2K+ 6.73% |
$350K - $370K
|
34.9K
$6.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.2KNew |
$349K - $370K
|
2.2K
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.2K+ 2.63% |
$349K - $370K
|
85.7K
$15.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.19K+ 12.97% |
$349K - $369K
|
19.1K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.19KNew |
$349K - $369K
|
2.19K
$397K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.18K+ 45.44% |
$347K - $367K
|
6.97K
$1.26M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.16KNew |
$344K - $363K
|
2.16K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.15K+ 1.76% |
$342K - $362K
|
124K
$22.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.14KNew |
$341K - $360K
|
2.14K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.14K+ 11.85% |
$341K - $360K
|
20.2K
$3.66M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.13K+ 105.77% |
$338K - $358K
|
4.13K
$749K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.12KNew |
$338K - $357K
|
2.12K
$384K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.12K+ 6.34% |
$337K - $356K
|
35.5K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.11KNew |
$336K - $355K
|
2.11K
$382K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 13.64% |
$332K - $352K
|
17.4K
$3.15M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.09KNew |
$332K - $352K
|
2.09K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
2.08KNew |
$331K - $350K
|
2.08K
$376K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.06K+ 4.24% |
$328K - $347K
|
50.7K
$9.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.06KNew |
$328K - $347K
|
2.06K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 0.57% |
$328K - $347K
|
363K
$65.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.02K+ 3.55% |
$322K - $341K
|
59.1K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.02K+ 4.64% |
$322K - $340K
|
45.6K
$8.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
2K+ 97.99% |
$318K - $337K
|
4.04K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2KNew |
$318K - $337K
|
2K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.98K+ 1.53% |
$315K - $334K
|
132K
$23.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.96K+ 15.46% |
$311K - $329K
|
14.6K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.95K+ 51.68% |
$311K - $328K
|
5.73K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.93K+ 0.85% |
$307K - $325K
|
230K
$41.7M
|