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 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-437- 16.79% |
$64.1K - $68.8K
|
2.17K
$372K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-438- 6.24% |
$64.2K - $68.9K
|
6.58K
$1.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-440- 40.85% |
$64.5K - $69.3K
|
637
$109K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-441- 2.67% |
$64.7K - $69.4K
|
16.1K
$2.76M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-457- 7.33% |
$67K - $71.9K
|
5.78K
$992K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-467- 3.86% |
$68.5K - $73.5K
|
11.6K
$2M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-469Closed |
$68.8K - $73.8K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-478- 3.81% |
$70.1K - $75.2K
|
12.1K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-480Closed |
$70.4K - $75.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-485Closed |
$71.1K - $76.3K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-492- 1.79% |
$72.1K - $77.4K
|
27K
$4.65M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 14.15% |
$73.3K - $78.7K
|
3.03K
$521K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-500- 77.52% |
$73.3K - $78.7K
|
145
$24.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-501- 4.32% |
$73.5K - $78.9K
|
11.1K
$1.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-505- 3.72% |
$74K - $79.5K
|
13.1K
$2.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-508- 0.43% |
$74.5K - $80K
|
118K
$20.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-511- 5.12% |
$74.9K - $80.4K
|
9.48K
$1.63M
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-534Closed |
$78.3K - $84K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-534- 1.12% |
$78.3K - $84K
|
47.2K
$8.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-542- 1.48% |
$79.5K - $85.3K
|
36K
$6.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-546- 0.58% |
$80K - $85.9K
|
93.8K
$16.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-552- 19.03% |
$80.9K - $86.9K
|
2.35K
$403K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-559- 1.24% |
$82K - $88K
|
44.4K
$7.63M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-582- 4.71% |
$85.3K - $91.6K
|
11.8K
$2.02M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-584- 0.72% |
$85.6K - $91.9K
|
80.6K
$13.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-594- 0.85% |
$87.1K - $93.5K
|
68.9K
$11.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-596- 7.62% |
$87.4K - $93.8K
|
7.22K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-600- 3.81% |
$88K - $94.4K
|
15.1K
$2.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-606- 13.86% |
$88.8K - $95.4K
|
3.77K
$647K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-618- 1.72% |
$90.6K - $97.3K
|
35.3K
$6.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-625- 1.31% |
$91.6K - $98.4K
|
47.1K
$8.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-628- 11.26% |
$92.1K - $98.8K
|
4.95K
$850K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-632- 15.06% |
$92.7K - $99.5K
|
3.56K
$612K
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
SELL
|
- |
-638- 2.38% |
$93.5K - $100K
|
26.1K
$4.49M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-656- 1.11% |
$96.2K - $103K
|
58.6K
$10.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-662- 0.94% |
$97.1K - $104K
|
69.5K
$11.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-670- 7.02% |
$98.2K - $105K
|
8.88K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-678- 0.37% |
$99.4K - $107K
|
181K
$31.1M
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-703Closed |
$103K - $111K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-706- 1.82% |
$104K - $111K
|
38K
$6.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-707- 2.17% |
$104K - $111K
|
31.8K
$5.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-733- 8.72% |
$107K - $115K
|
7.68K
$1.32M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-735- 14.38% |
$108K - $116K
|
4.38K
$752K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-735- 14.38% |
$108K - $116K
|
4.38K
$752K
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-744- 25.33% |
$109K - $117K
|
2.19K
$377K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-750- 6.34% |
$110K - $118K
|
11.1K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-783- 10.52% |
$115K - $123K
|
6.66K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-783- 33.81% |
$115K - $123K
|
1.53K
$263K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-790- 0.73% |
$116K - $124K
|
108K
$18.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-798- 20.03% |
$117K - $126K
|
3.19K
$548K
|