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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.05K- 9.95% |
$148K - $162K
|
9.48K
$1.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.08K- 28.05% |
$152K - $167K
|
2.76K
$513K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 17.76% |
$152K - $167K
|
4.99K
$925K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 59.54% |
$157K - $173K
|
757
$140K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.13K- 15.64% |
$159K - $175K
|
6.08K
$1.13M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.15K- 6.92% |
$162K - $178K
|
15.4K
$2.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 3.57% |
$163K - $179K
|
31.2K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.17K- 6.58% |
$164K - $181K
|
16.6K
$3.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-1.18K- 33.91% |
$166K - $183K
|
2.3K
$427K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.22K- 3.3% |
$172K - $189K
|
35.7K
$6.63M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.27K- 12.18% |
$179K - $196K
|
9.14K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.35K- 5.58% |
$191K - $210K
|
22.9K
$4.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 2.35% |
$193K - $213K
|
57K
$10.6M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-1.37K- 3.85% |
$194K - $213K
|
34.4K
$6.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.38K- 24.55% |
$194K - $213K
|
4.23K
$784K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 4.41% |
$197K - $217K
|
30.3K
$5.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.42K- 11.49% |
$200K - $220K
|
10.9K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.43K- 6.33% |
$201K - $221K
|
21.1K
$3.91M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.45K- 7.44% |
$205K - $225K
|
18.1K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.46K- 2.73% |
$205K - $226K
|
51.9K
$9.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.46K- 35.78% |
$205K - $226K
|
2.62K
$485K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.47K- 4.0% |
$208K - $228K
|
35.3K
$6.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.48K- 85.28% |
$209K - $230K
|
256
$47.5K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.54K- 11.35% |
$217K - $238K
|
12K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.56K- 25.61% |
$220K - $242K
|
4.54K
$842K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.6K- 17.25% |
$226K - $248K
|
7.69K
$1.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.62K- 15.96% |
$228K - $251K
|
8.53K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.64K- 22.32% |
$231K - $253K
|
5.69K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.64K- 63.59% |
$231K - $254K
|
938
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.64K- 5.63% |
$231K - $254K
|
27.5K
$5.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.64K- 48.72% |
$232K - $255K
|
1.73K
$321K
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1.66KClosed |
$234K - $257K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.71K- 11.44% |
$241K - $265K
|
13.2K
$2.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.72K- 10.7% |
$242K - $266K
|
14.3K
$2.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.73K- 4.7% |
$244K - $268K
|
35.1K
$6.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.83K- 9.37% |
$258K - $284K
|
17.7K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.84K- 1.98% |
$260K - $285K
|
91.3K
$16.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.85K- 8.59% |
$260K - $286K
|
19.7K
$3.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.85K- 3.51% |
$261K - $286K
|
50.8K
$9.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.92K- 7.24% |
$270K - $297K
|
24.5K
$4.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.93K- 36.45% |
$272K - $299K
|
3.37K
$625K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.94K- 10.33% |
$274K - $301K
|
16.9K
$3.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 6.83% |
$291K - $319K
|
28.1K
$5.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 13.96% |
$293K - $322K
|
12.8K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.1K- 1.4% |
$296K - $326K
|
148K
$27.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.12K- 28.75% |
$299K - $328K
|
5.25K
$974K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.14K- 2.71% |
$302K - $332K
|
76.9K
$14.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.16K- 13.51% |
$305K - $335K
|
13.8K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.22K- 7.19% |
$312K - $343K
|
28.6K
$5.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.27K- 58.71% |
$320K - $352K
|
1.6K
$296K
|