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 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.17K+ 1.16% |
$305K - $336K
|
188K
$34.9M
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$303K - $333K
|
2.15K
$399K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.14K+ 0.83% |
$302K - $332K
|
260K
$48.3M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.13K+ 23677.78% |
$301K - $330K
|
2.14K
$397K
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.13KNew |
$300K - $330K
|
2.13K
$395K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 1.32% |
$296K - $326K
|
162K
$30M
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.07KNew |
$292K - $321K
|
2.07K
$385K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.02K+ 18.35% |
$285K - $313K
|
13K
$2.42M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2K+ 89.04% |
$282K - $310K
|
4.24K
$787K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.97K+ 2.72% |
$277K - $305K
|
74.4K
$13.8M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.97K+ 93.22% |
$277K - $305K
|
4.07K
$756K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.94K+ 20.67% |
$274K - $301K
|
11.3K
$2.1M
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.92K+ 9.58% |
$270K - $297K
|
21.9K
$4.06M
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.91K+ 4.32% |
$270K - $296K
|
46.1K
$8.56M
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.89K+ 36.7% |
$267K - $293K
|
7.04K
$1.31M
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.87K+ 12.89% |
$264K - $290K
|
16.4K
$3.04M
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.85K+ 12.74% |
$261K - $287K
|
16.4K
$3.04M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.85KNew |
$261K - $287K
|
1.85K
$343K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.85K+ 1.62% |
$261K - $286K
|
116K
$21.5M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.84K+ 16.69% |
$259K - $284K
|
12.8K
$2.38M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.81K+ 58.65% |
$255K - $281K
|
4.9K
$908K
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.81K+ 9.01% |
$255K - $280K
|
21.8K
$4.05M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.79K+ 44.69% |
$252K - $277K
|
5.78K
$1.07M
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.76K+ 0.56% |
$248K - $272K
|
316K
$58.6M
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.75KNew |
$246K - $271K
|
1.75K
$324K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.73KNew |
$244K - $269K
|
1.73K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.73KNew |
$244K - $268K
|
1.73K
$321K
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.73K+ 28.74% |
$243K - $268K
|
7.73K
$1.43M
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.72KNew |
$243K - $267K
|
1.72K
$319K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.72KNew |
$242K - $266K
|
1.72K
$318K
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$242K - $266K
|
1.72K
$318K
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1.68K+ 5.04% |
$237K - $261K
|
35K
$6.5M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.68KNew |
$236K - $260K
|
1.68K
$311K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.65K+ 18.41% |
$233K - $256K
|
10.6K
$1.97M
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.62KNew |
$228K - $251K
|
1.62K
$300K
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.61K+ 3.02% |
$227K - $250K
|
55.1K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.61K+ 23.78% |
$227K - $250K
|
8.39K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.58K+ 15.56% |
$223K - $245K
|
11.7K
$2.18M
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
1.58K+ 4.19% |
$223K - $245K
|
39.2K
$7.28M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.57KNew |
$221K - $243K
|
1.57K
$291K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.55KNew |
$219K - $241K
|
1.55K
$288K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 21.18% |
$219K - $241K
|
8.88K
$1.65M
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.55K+ 0.49% |
$218K - $240K
|
316K
$58.6M
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.54K+ 3.41% |
$217K - $238K
|
46.6K
$8.64M
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
1.5K+ 33.0% |
$212K - $233K
|
6.06K
$1.12M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 0.85% |
$212K - $233K
|
178K
$33M
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.47K+ 2.78% |
$208K - $228K
|
54.4K
$10.1M
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
1.47KNew |
$207K - $228K
|
1.47K
$273K
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
1.47KNew |
$207K - $228K
|
1.47K
$273K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
1.47KNew |
$207K - $227K
|
1.47K
$272K
|