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 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.39K+ 12.7% |
$478K - $525K
|
30K
$5.62M
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.38KNew |
$477K - $524K
|
3.38K
$633K
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.37K+ 117.84% |
$475K - $522K
|
6.23K
$1.17M
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.35K+ 197.06% |
$472K - $519K
|
5.05K
$946K
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
3.27KNew |
$461K - $507K
|
3.27K
$612K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.27K+ 260.99% |
$460K - $506K
|
4.52K
$846K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.26KNew |
$459K - $505K
|
3.26K
$610K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.23K+ 7.83% |
$455K - $500K
|
44.4K
$8.32M
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
3.22K+ 14.79% |
$454K - $498K
|
25K
$4.67M
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.2K+ 3.91% |
$451K - $496K
|
85K
$15.9M
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.16K+ 3.38% |
$446K - $490K
|
96.7K
$18.1M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.14KNew |
$443K - $486K
|
3.14K
$588K
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.12K+ 73.24% |
$440K - $483K
|
7.38K
$1.38M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.11K+ 15.81% |
$438K - $482K
|
22.8K
$4.26M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.03KNew |
$428K - $470K
|
3.03K
$568K
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.98K+ 7.55% |
$420K - $461K
|
42.4K
$7.94M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.97K+ 10.87% |
$419K - $461K
|
30.3K
$5.68M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.96K+ 212.34% |
$417K - $459K
|
4.35K
$815K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2.92K+ 42.51% |
$412K - $453K
|
9.79K
$1.83M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 6.24% |
$410K - $451K
|
49.5K
$9.27M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.9K+ 188.31% |
$409K - $450K
|
4.44K
$831K
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.88K+ 24.4% |
$407K - $447K
|
14.7K
$2.75M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.88K+ 32.92% |
$407K - $447K
|
11.6K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.87K+ 2.88% |
$404K - $444K
|
102K
$19.2M
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.84K+ 8.3% |
$400K - $440K
|
37K
$6.93M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.81K+ 49.57% |
$396K - $436K
|
8.48K
$1.59M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.8K+ 97.42% |
$394K - $434K
|
5.67K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.79K+ 12.5% |
$393K - $432K
|
25.1K
$4.69M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.7KNew |
$380K - $418K
|
2.7K
$505K
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.66KNew |
$375K - $412K
|
2.66K
$498K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.65K+ 4.29% |
$374K - $411K
|
64.5K
$12.1M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
2.64K+ 78.11% |
$372K - $409K
|
6.01K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 6.42% |
$370K - $407K
|
43.5K
$8.14M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.61K+ 55.22% |
$368K - $404K
|
7.33K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.55K+ 3.86% |
$360K - $396K
|
68.7K
$12.9M
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.54K+ 1.24% |
$359K - $394K
|
207K
$38.8M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.52K+ 66.17% |
$355K - $390K
|
6.32K
$1.18M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
2.48K+ 8.5% |
$350K - $385K
|
31.7K
$5.94M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.4K+ 18.33% |
$338K - $372K
|
15.5K
$2.9M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.39KNew |
$336K - $370K
|
2.39K
$447K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.35K+ 7.27% |
$331K - $364K
|
34.7K
$6.49M
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
2.33K+ 25.66% |
$328K - $361K
|
11.4K
$2.13M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.32K+ 22.99% |
$327K - $360K
|
12.4K
$2.32M
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.32K+ 90.41% |
$327K - $360K
|
4.89K
$915K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.31K+ 441.49% |
$326K - $358K
|
2.83K
$530K
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.28K+ 67.87% |
$322K - $354K
|
5.65K
$1.06M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.28KNew |
$321K - $353K
|
2.28K
$426K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.22K+ 12.41% |
$313K - $344K
|
20.1K
$3.76M
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
2.21K+ 16.74% |
$312K - $343K
|
15.4K
$2.89M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.21K+ 1.61% |
$311K - $342K
|
139K
$26.1M
|