Purchases and Sales Made in Q3 2023 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 2023. 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 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
299+ 10.44% |
$42.2K - $46.3K
|
3.16K
$587K
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
295+ 0.3% |
$41.6K - $45.7K
|
98.3K
$18.2M
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
290+ 10.36% |
$40.9K - $45K
|
3.09K
$573K
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
279+ 1.63% |
$39.4K - $43.2K
|
17.3K
$3.22M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
270+ 6.6% |
$38.1K - $41.9K
|
4.36K
$809K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
269New |
$37.9K - $41.7K
|
269
$49.9K
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
256+ 4.48% |
$36.1K - $39.7K
|
5.97K
$1.11M
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
249+ 3.58% |
$35.1K - $38.6K
|
7.21K
$1.34M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
247+ 4.71% |
$34.8K - $38.3K
|
5.49K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
229+ 5.68% |
$32.3K - $35.5K
|
4.26K
$790K
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
229+ 7.69% |
$32.3K - $35.5K
|
3.21K
$595K
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
225+ 4.92% |
$31.7K - $34.9K
|
4.8K
$891K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
223+ 15.49% |
$31.5K - $34.6K
|
1.66K
$309K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
213+ 0.4% |
$30K - $33K
|
53.1K
$9.86M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
205+ 1.71% |
$28.9K - $31.8K
|
12.2K
$2.26M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
200+ 1.48% |
$28.2K - $31K
|
13.7K
$2.54M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
200+ 3.14% |
$28.2K - $31K
|
6.57K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
200+ 0.35% |
$28.2K - $31K
|
57.2K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
194+ 1.53% |
$27.4K - $30.1K
|
12.9K
$2.39M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192+ 7.93% |
$27.1K - $29.8K
|
2.61K
$485K
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
191+ 2.2% |
$26.9K - $29.6K
|
8.87K
$1.65M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
180New |
$25.4K - $27.9K
|
180
$33.4K
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
175+ 0.21% |
$24.7K - $27.1K
|
83.4K
$15.5M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
167+ 1.37% |
$23.6K - $25.9K
|
12.3K
$2.29M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
166+ 10.01% |
$23.4K - $25.7K
|
1.82K
$338K
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
166+ 0.99% |
$23.4K - $25.7K
|
16.9K
$3.13M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
154+ 16.92% |
$21.7K - $23.9K
|
1.06K
$197K
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
152+ 6.35% |
$21.4K - $23.6K
|
2.55K
$472K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150New |
$21.2K - $23.3K
|
150
$27.8K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
148+ 4.96% |
$20.9K - $22.9K
|
3.13K
$581K
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
148+ 8.24% |
$20.9K - $22.9K
|
1.95K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
144+ 1.09% |
$20.3K - $22.3K
|
13.3K
$2.47M
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
141+ 5.75% |
$19.9K - $21.9K
|
2.59K
$481K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
137+ 2.72% |
$19.3K - $21.2K
|
5.17K
$959K
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
135+ 1.46% |
$19K - $20.9K
|
9.36K
$1.74M
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
131+ 6.26% |
$18.5K - $20.3K
|
2.22K
$412K
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
128+ 3.35% |
$18.1K - $19.8K
|
3.94K
$732K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
124+ 4.97% |
$17.5K - $19.2K
|
2.62K
$486K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
120+ 6.55% |
$16.9K - $18.6K
|
1.95K
$362K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
117+ 0.44% |
$16.5K - $18.1K
|
26.5K
$4.92M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
115+ 6.67% |
$16.2K - $17.8K
|
1.84K
$341K
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
115+ 2.95% |
$16.2K - $17.8K
|
4.01K
$744K
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
110+ 0.11% |
$15.5K - $17.1K
|
101K
$18.8M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
102New |
$14.4K - $15.8K
|
102
$18.9K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
98New |
$13.8K - $15.2K
|
98
$18.2K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
93New |
$13.1K - $14.4K
|
93
$17.3K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
93+ 0.37% |
$13.1K - $14.4K
|
25.1K
$4.66M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
88New |
$12.4K - $13.6K
|
88
$16.3K
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
87+ 5.11% |
$12.3K - $13.5K
|
1.79K
$332K
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
85+ 0.99% |
$12K - $13.2K
|
8.66K
$1.61M
|