Purchases and Sales Made in Q3 2024 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 2024. 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 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.54K+ 110.18% |
$250K - $275K
|
2.93K
$528K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.54KNew |
$250K - $275K
|
1.54K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.53K+ 7.61% |
$249K - $274K
|
21.6K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.53K+ 31.8% |
$248K - $273K
|
6.32K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.52K+ 48.26% |
$248K - $273K
|
4.68K
$844K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.52K+ 264.57% |
$247K - $272K
|
2.09K
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.5K+ 42.35% |
$245K - $269K
|
5.05K
$910K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.5K+ 2.38% |
$243K - $268K
|
64.4K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.49K+ 3.56% |
$242K - $266K
|
43.3K
$7.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.48KNew |
$241K - $266K
|
1.48K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.48K+ 65.84% |
$241K - $265K
|
3.72K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.47KNew |
$240K - $264K
|
1.47K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.47K+ 1172.0% |
$239K - $262K
|
1.59K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.46KNew |
$237K - $261K
|
1.46K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.44KNew |
$234K - $258K
|
1.44K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.43K+ 7.6% |
$233K - $257K
|
20.3K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.42K+ 3.98% |
$231K - $254K
|
37.1K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.4KNew |
$227K - $250K
|
1.4K
$252K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.39K+ 6.44% |
$227K - $250K
|
23K
$4.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$226K - $248K
|
1.39K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.35KNew |
$219K - $241K
|
1.35K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.35K+ 3.38% |
$219K - $241K
|
41.1K
$7.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
1.34K+ 0.65% |
$218K - $240K
|
207K
$37.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.34K+ 10.6% |
$218K - $240K
|
14K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.34KNew |
$218K - $240K
|
1.34K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.34KNew |
$218K - $240K
|
1.34K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.33KNew |
$216K - $238K
|
1.33K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.33K+ 92.98% |
$216K - $237K
|
2.75K
$496K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.32KNew |
$215K - $237K
|
1.32K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.32K+ 3.05% |
$215K - $237K
|
44.6K
$8.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.32K+ 23.58% |
$215K - $236K
|
6.92K
$1.25M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.31KNew |
$214K - $235K
|
1.31K
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.31KNew |
$213K - $235K
|
1.31K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.3K+ 59.97% |
$212K - $233K
|
3.47K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.3KNew |
$211K - $233K
|
1.3K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.3K+ 5.85% |
$211K - $232K
|
23.4K
$4.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.29KNew |
$209K - $230K
|
1.29K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.29KNew |
$209K - $230K
|
1.29K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 8.06% |
$208K - $229K
|
17.1K
$3.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.26KNew |
$206K - $226K
|
1.26K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.25KNew |
$204K - $224K
|
1.25K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.23K+ 31.04% |
$200K - $220K
|
5.19K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.23KNew |
$200K - $220K
|
1.23K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.22K+ 14.42% |
$199K - $219K
|
9.68K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.21K+ 4.49% |
$198K - $218K
|
28.2K
$5.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.21K+ 36.42% |
$197K - $217K
|
4.53K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.21K+ 0.45% |
$196K - $216K
|
267K
$48.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$196K - $215K
|
1.2K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$216K
|