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 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
84+ 1.41% |
$12.3K - $13.2K
|
6.04K
$1.04M
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
80+ 15.69% |
$11.7K - $12.6K
|
590
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
78+ 3.69% |
$11.4K - $12.3K
|
2.19K
$377K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
75+ 2.34% |
$11K - $11.8K
|
3.28K
$564K
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
73+ 0.27% |
$10.7K - $11.5K
|
26.8K
$4.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
64+ 1.77% |
$9.38K - $10.1K
|
3.69K
$633K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
64+ 1.01% |
$9.38K - $10.1K
|
6.43K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
57+ 1.73% |
$8.36K - $8.97K
|
3.35K
$575K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
56+ 1.93% |
$8.21K - $8.81K
|
2.96K
$509K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
55+ 0.89% |
$8.06K - $8.66K
|
6.22K
$1.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
54+ 0.05% |
$7.92K - $8.5K
|
119K
$20.5M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
52+ 7.43% |
$7.62K - $8.18K
|
752
$129K
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
50+ 1.44% |
$7.33K - $7.87K
|
3.53K
$606K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
49+ 0.61% |
$7.18K - $7.71K
|
8.11K
$1.39M
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
47+ 0.49% |
$6.89K - $7.4K
|
9.71K
$1.67M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.94% |
$6.74K - $7.24K
|
4.92K
$845K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
40+ 0.23% |
$5.86K - $6.3K
|
17.5K
$3M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
36+ 0.08% |
$5.28K - $5.67K
|
45.4K
$7.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
35+ 0.28% |
$5.13K - $5.51K
|
12.6K
$2.17M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
35+ 2.58% |
$5.13K - $5.51K
|
1.39K
$239K
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
34+ 1.39% |
$4.98K - $5.35K
|
2.48K
$425K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
33+ 0.26% |
$4.84K - $5.19K
|
12.7K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
32+ 0.81% |
$4.69K - $5.04K
|
3.97K
$682K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 100.0% |
$4.4K - $4.72K
|
60
$10.3K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$4.11K - $4.41K
|
28
$4.81K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 1.54% |
$3.67K - $3.93K
|
1.65K
$283K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
25+ 0.9% |
$3.67K - $3.93K
|
2.8K
$481K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
23+ 0.82% |
$3.37K - $3.62K
|
2.84K
$489K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.6% |
$3.37K - $3.62K
|
3.84K
$659K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
22+ 0.03% |
$3.23K - $3.46K
|
82.3K
$14.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.03% |
$3.23K - $3.46K
|
79.3K
$13.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21+ 1.25% |
$3.08K - $3.31K
|
1.7K
$292K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.25% |
$2.93K - $3.15K
|
7.91K
$1.36M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
20+ 0.08% |
$2.93K - $3.15K
|
26.1K
$4.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
19+ 0.84% |
$2.79K - $2.99K
|
2.27K
$390K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
19+ 0.33% |
$2.79K - $2.99K
|
5.71K
$980K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17+ 0.07% |
$2.49K - $2.68K
|
24K
$4.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.32% |
$2.35K - $2.52K
|
5.07K
$871K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16+ 0.2% |
$2.35K - $2.52K
|
8.18K
$1.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
14+ 0.05% |
$2.05K - $2.2K
|
26K
$4.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
13+ 0.09% |
$1.91K - $2.05K
|
14.5K
$2.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13New |
$1.91K - $2.05K
|
13
$2.23K
|
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
10+ 0.58% |
$1.47K - $1.57K
|
1.74K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.25% |
$1.47K - $1.57K
|
4.09K
$703K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9+ 0.23% |
$1.32K - $1.42K
|
3.88K
$666K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9+ 0.27% |
$1.32K - $1.42K
|
3.36K
$577K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
9+ 0.39% |
$1.32K - $1.42K
|
2.35K
$403K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8+ 0.4% |
$1.17K - $1.26K
|
2.01K
$346K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
7+ 0.31% |
$1.03K - $1.1K
|
2.3K
$395K
|
|
|
Nov 15, 2021
Q3 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.33% |
$1.03K - $1.1K
|
2.14K
$367K
|