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 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-260- 1.61% |
$36.7K - $40.3K
|
15.9K
$2.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-266- 2.62% |
$37.5K - $41.2K
|
9.9K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-269- 5.92% |
$37.9K - $41.7K
|
4.28K
$793K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-270- 2.86% |
$38.1K - $41.9K
|
9.18K
$1.7M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-277- 16.08% |
$39.1K - $42.9K
|
1.45K
$268K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-285- 5.28% |
$40.2K - $44.2K
|
5.11K
$948K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-285- 16.4% |
$40.2K - $44.2K
|
1.45K
$270K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-286- 4.89% |
$40.3K - $44.3K
|
5.56K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-305- 4.15% |
$43K - $47.3K
|
7.04K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-308- 1.36% |
$43.4K - $47.7K
|
22.4K
$4.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-320- 0.54% |
$45.1K - $49.6K
|
59.3K
$11M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-322- 6.89% |
$45.4K - $49.9K
|
4.35K
$808K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-335- 1.13% |
$47.2K - $51.9K
|
29.4K
$5.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-335- 12.94% |
$47.2K - $51.9K
|
2.25K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-337- 10.09% |
$47.5K - $52.2K
|
3K
$557K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-346- 13.26% |
$48.8K - $53.6K
|
2.26K
$420K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-347- 6.6% |
$48.9K - $53.8K
|
4.91K
$911K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-350- 1.05% |
$49.4K - $54.3K
|
33.1K
$6.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-352- 12.7% |
$49.6K - $54.6K
|
2.42K
$449K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-355- 3.26% |
$50.1K - $55K
|
10.5K
$1.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-380- 2.2% |
$53.6K - $58.9K
|
16.9K
$3.14M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-382- 5.84% |
$53.9K - $59.2K
|
6.16K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-388- 0.95% |
$54.7K - $60.1K
|
40.4K
$7.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-396- 5.21% |
$55.9K - $61.4K
|
7.21K
$1.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-397- 2.94% |
$56K - $61.5K
|
13.1K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-415- 0.45% |
$58.5K - $64.3K
|
92.1K
$17.1M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-423- 2.58% |
$59.7K - $65.6K
|
16K
$2.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-435- 12.57% |
$61.4K - $67.4K
|
3.03K
$561K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-442- 0.91% |
$62.3K - $68.5K
|
48.2K
$8.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-442- 1.23% |
$62.3K - $68.5K
|
35.5K
$6.59M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-442- 12.88% |
$62.3K - $68.5K
|
2.99K
$555K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-445- 8.44% |
$62.8K - $69K
|
4.83K
$895K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-451- 2.89% |
$63.6K - $69.9K
|
15.1K
$2.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-454- 2.92% |
$64K - $70.4K
|
15.1K
$2.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-457- 3.51% |
$64.5K - $70.8K
|
12.6K
$2.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-458- 3.0% |
$64.6K - $71K
|
14.8K
$2.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-460- 1.75% |
$64.9K - $71.3K
|
25.9K
$4.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-465- 2.32% |
$65.6K - $72.1K
|
19.6K
$3.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-465- 3.72% |
$65.6K - $72.1K
|
12K
$2.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-474- 1.1% |
$66.9K - $73.5K
|
42.8K
$7.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-482- 8.81% |
$68K - $74.7K
|
4.99K
$926K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-494- 7.82% |
$69.7K - $76.6K
|
5.82K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-497- 2.45% |
$70.1K - $77K
|
19.8K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-500- 9.07% |
$70.5K - $77.5K
|
5.01K
$930K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-503- 2.0% |
$70.9K - $78K
|
24.7K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-516- 6.52% |
$72.8K - $80K
|
7.4K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-521- 0.96% |
$73.5K - $80.8K
|
53.5K
$9.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-527- 4.97% |
$74.3K - $81.7K
|
10.1K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-530- 1.03% |
$74.8K - $82.2K
|
50.7K
$9.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-534- 1.24% |
$75.3K - $82.8K
|
42.5K
$7.88M
|