Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-50- 2.53% |
$7.33K - $7.87K
|
1.93K
$331K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-52- 0.64% |
$7.62K - $8.18K
|
8.12K
$1.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-52- 0.23% |
$7.62K - $8.18K
|
22.4K
$3.85M
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-55Closed |
$8.06K - $8.66K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-70- 1.7% |
$10.3K - $11K
|
4.04K
$695K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-70- 15.05% |
$10.3K - $11K
|
395
$67.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-71- 0.76% |
$10.4K - $11.2K
|
9.21K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-74- 1.11% |
$10.8K - $11.6K
|
6.58K
$1.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 0.33% |
$11K - $11.8K
|
22.4K
$3.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
SELL
|
- |
-75- 1.3% |
$11K - $11.8K
|
5.7K
$980K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-75- 13.74% |
$11K - $11.8K
|
471
$80.9K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-80- 5.37% |
$11.7K - $12.6K
|
1.41K
$242K
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-88- 2.46% |
$12.9K - $13.9K
|
3.49K
$599K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-89- 2.98% |
$13K - $14K
|
2.9K
$498K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.79% |
$13.2K - $14.2K
|
4.92K
$846K
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-92- 3.47% |
$13.5K - $14.5K
|
2.56K
$439K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-92- 0.47% |
$13.5K - $14.5K
|
19.6K
$3.37M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-96- 28.07% |
$14.1K - $15.1K
|
246
$42.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-100- 1.4% |
$14.7K - $15.7K
|
7.05K
$1.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-100- 4.18% |
$14.7K - $15.7K
|
2.29K
$394K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 1.87% |
$14.7K - $15.7K
|
5.23K
$899K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-103- 11.76% |
$15.1K - $16.2K
|
773
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-105Closed |
$15.4K - $16.5K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-110- 0.35% |
$16.1K - $17.3K
|
31.1K
$5.34M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-111- 0.6% |
$16.3K - $17.5K
|
18.3K
$3.15M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-114- 2.51% |
$16.7K - $17.9K
|
4.43K
$761K
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-118- 2.67% |
$17.3K - $18.6K
|
4.3K
$739K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-124- 1.34% |
$18.2K - $19.5K
|
9.1K
$1.56M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-125- 4.36% |
$18.3K - $19.7K
|
2.74K
$471K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-125Closed |
$18.3K - $19.7K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-131- 1.95% |
$19.2K - $20.6K
|
6.58K
$1.13M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-134- 11.94% |
$19.6K - $21.1K
|
988
$170K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-134- 0.63% |
$19.6K - $21.1K
|
21.3K
$3.65M
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-139- 0.78% |
$20.4K - $21.9K
|
17.8K
$3.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-140- 5.39% |
$20.5K - $22K
|
2.46K
$422K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-141- 14.73% |
$20.7K - $22.2K
|
816
$140K
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-143- 2.22% |
$21K - $22.5K
|
6.29K
$1.08M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-146- 4.46% |
$21.4K - $23K
|
3.13K
$537K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-147- 2.13% |
$21.6K - $23.1K
|
6.77K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-148- 0.66% |
$21.7K - $23.3K
|
22.4K
$3.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-148- 0.4% |
$21.7K - $23.3K
|
37.1K
$6.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-150- 2.03% |
$22K - $23.6K
|
7.23K
$1.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-153- 0.49% |
$22.4K - $24.1K
|
31.2K
$5.37M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-154- 6.67% |
$22.6K - $24.2K
|
2.16K
$370K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-156- 1.1% |
$22.9K - $24.6K
|
14K
$2.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-160- 3.18% |
$23.5K - $25.2K
|
4.88K
$838K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-161Closed |
$23.6K - $25.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-165- 5.55% |
$24.2K - $26K
|
2.81K
$482K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-165- 4.21% |
$24.2K - $26K
|
3.76K
$646K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-169- 1.98% |
$24.8K - $26.6K
|
8.36K
$1.44M
|