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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-809- 5.76% |
$119K - $127K
|
13.2K
$2.27M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-827- 4.94% |
$121K - $130K
|
15.9K
$2.73M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-827- 4.94% |
$121K - $130K
|
15.9K
$2.73M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-847- 5.64% |
$124K - $133K
|
14.2K
$2.43M
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-852- 25.51% |
$125K - $134K
|
2.49K
$427K
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-906- 27.73% |
$133K - $143K
|
2.36K
$406K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-933- 5.42% |
$137K - $147K
|
16.3K
$2.8M
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-934- 5.98% |
$137K - $147K
|
14.7K
$2.52M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-938- 12.23% |
$138K - $148K
|
6.73K
$1.16M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-949- 3.23% |
$139K - $149K
|
28.4K
$4.88M
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-1K- 23.01% |
$147K - $157K
|
3.35K
$575K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.04K- 1.32% |
$152K - $163K
|
77.3K
$13.3M
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.05K- 10.07% |
$154K - $165K
|
9.36K
$1.61M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.07K- 7.76% |
$156K - $168K
|
12.7K
$2.17M
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.14K- 12.86% |
$166K - $179K
|
7.69K
$1.32M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 48.0% |
$176K - $189K
|
1.3K
$223K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 2.96% |
$184K - $197K
|
41.1K
$7.06M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.26K- 3.68% |
$184K - $198K
|
32.9K
$5.64M
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$186K - $199K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.27K- 5.86% |
$186K - $199K
|
20.4K
$3.5M
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.28K- 9.63% |
$188K - $202K
|
12K
$2.07M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.3K- 25.08% |
$191K - $205K
|
3.89K
$668K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.31K- 3.83% |
$192K - $206K
|
32.9K
$5.65M
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.34KClosed |
$196K - $210K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.35K- 10.82% |
$197K - $212K
|
11.1K
$1.91M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.38K- 2.11% |
$202K - $217K
|
63.7K
$10.9M
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.4K- 6.59% |
$205K - $220K
|
19.8K
$3.4M
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.4K- 1.09% |
$205K - $220K
|
127K
$21.8M
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.44K- 6.25% |
$211K - $226K
|
21.6K
$3.71M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 4.79% |
$215K - $230K
|
29.1K
$5M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 4.79% |
$215K - $230K
|
29.1K
$5M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.51K- 5.98% |
$222K - $238K
|
23.8K
$4.09M
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-1.54K- 6.4% |
$226K - $242K
|
22.5K
$3.87M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55K- 0.72% |
$227K - $243K
|
214K
$36.7M
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.55KClosed |
$227K - $243K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.59K- 3.35% |
$234K - $251K
|
45.9K
$7.89M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.6K- 14.08% |
$235K - $252K
|
9.76K
$1.68M
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.61KClosed |
$236K - $254K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.62K- 2.21% |
$237K - $254K
|
71.4K
$12.3M
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.66K- 2.77% |
$244K - $261K
|
58.4K
$10M
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.7K- 29.98% |
$249K - $268K
|
3.97K
$682K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.75KClosed |
$256K - $275K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-1.76K- 29.67% |
$257K - $276K
|
4.16K
$715K
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.76K- 6.83% |
$258K - $277K
|
24.1K
$4.13M
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.77KClosed |
$259K - $278K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.77KClosed |
$259K - $278K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.81KClosed |
$266K - $285K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1.82KClosed |
$267K - $286K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-1.87K- 5.8% |
$274K - $294K
|
30.4K
$5.22M
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.9K- 12.62% |
$279K - $299K
|
13.2K
$2.26M
|