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 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.49KNew |
$1.34M - $1.47M
|
9.49K
$1.78M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
9.37K+ 452.97% |
$1.32M - $1.45M
|
11.4K
$2.14M
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.29KNew |
$1.31M - $1.44M
|
9.29K
$1.74M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
9.15K+ 11.15% |
$1.29M - $1.42M
|
91.2K
$17.1M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
9.02K+ 18.28% |
$1.27M - $1.4M
|
58.4K
$10.9M
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
8.94K+ 16.21% |
$1.26M - $1.39M
|
64.1K
$12M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.86K+ 13.03% |
$1.25M - $1.37M
|
76.9K
$14.4M
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8.72KNew |
$1.23M - $1.35M
|
8.72K
$1.63M
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.59K+ 2601.52% |
$1.21M - $1.33M
|
8.92K
$1.67M
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
8.48KNew |
$1.2M - $1.31M
|
8.48K
$1.59M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.4K+ 8.3% |
$1.19M - $1.3M
|
110K
$20.5M
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8.34K+ 12.08% |
$1.18M - $1.29M
|
77.4K
$14.5M
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
8.26K+ 54.07% |
$1.17M - $1.28M
|
23.5K
$4.41M
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.19K+ 48.1% |
$1.15M - $1.27M
|
25.2K
$4.72M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.01K+ 10.02% |
$1.13M - $1.24M
|
88K
$16.5M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8K+ 25.45% |
$1.13M - $1.24M
|
39.4K
$7.38M
|
|
Oct 19, 2023
Q3 2023
|
Consolidated Investment Group LLC
|
BUY
|
- |
8K+ 2.85% |
$1.13M - $1.24M
|
289K
$54.1M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.88K+ 3.91% |
$1.11M - $1.22M
|
209K
$39.2M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.83KNew |
$1.1M - $1.21M
|
7.83K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
7.5K+ 250.0% |
$1.06M - $1.16M
|
10.5K
$1.97M
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.44KNew |
$1.05M - $1.15M
|
7.44K
$1.39M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.44KNew |
$1.05M - $1.15M
|
7.44K
$1.39M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
7.39K+ 176.87% |
$1.04M - $1.15M
|
11.6K
$2.17M
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.18K+ 14.88% |
$1.01M - $1.11M
|
55.4K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.09K+ 213.1% |
$1M - $1.1M
|
10.4K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7.07KNew |
$997K - $1.1M
|
7.07K
$1.32M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
7K+ 53.08% |
$988K - $1.09M
|
20.2K
$3.78M
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.85K+ 19.0% |
$966K - $1.06M
|
42.9K
$8.04M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 13.8% |
$964K - $1.06M
|
56.3K
$10.6M
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
6.8KNew |
$959K - $1.05M
|
6.8K
$1.27M
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.78KNew |
$956K - $1.05M
|
6.78K
$1.27M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.75KNew |
$952K - $1.05M
|
6.75K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.74K+ 30.52% |
$951K - $1.05M
|
28.8K
$5.4M
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.61KNew |
$932K - $1.02M
|
6.61K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.57KNew |
$926K - $1.02M
|
6.57K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.51KNew |
$918K - $1.01M
|
6.51K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6.48K+ 2.52% |
$913K - $1M
|
263K
$49.2M
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.19KNew |
$873K - $959K
|
6.19K
$1.16M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.07K+ 32.53% |
$857K - $941K
|
24.7K
$4.63M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.07K+ 32.53% |
$857K - $941K
|
24.7K
$4.63M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.03KNew |
$851K - $935K
|
6.03K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6KNew |
$846K - $930K
|
6K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
6KNew |
$846K - $930K
|
6K
$1.12M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6K+ 3.49% |
$846K - $929K
|
178K
$33.3M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.99KNew |
$845K - $928K
|
5.99K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.98K+ 23.69% |
$844K - $927K
|
31.2K
$5.85M
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5.96K+ 4.88% |
$841K - $924K
|
128K
$24M
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.91K+ 28.45% |
$833K - $915K
|
26.7K
$4.99M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.78K+ 1.08% |
$815K - $896K
|
540K
$101M
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.7K+ 6.13% |
$804K - $884K
|
98.6K
$18.5M
|