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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
452+ 0.68% |
$73.6K - $81K
|
67.2K
$12.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
447+ 3.99% |
$72.8K - $80.1K
|
11.6K
$2.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
430+ 0.39% |
$70K - $77K
|
112K
$20.4M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
430+ 31.83% |
$70K - $77K
|
1.78K
$326K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
426+ 34.86% |
$69.4K - $76.3K
|
1.65K
$302K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
425+ 6.24% |
$69.2K - $76.1K
|
7.24K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
423+ 15.72% |
$68.9K - $75.8K
|
3.11K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
420+ 18.88% |
$68.4K - $75.2K
|
2.65K
$484K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
414+ 48.14% |
$67.4K - $74.2K
|
1.27K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
412+ 8.51% |
$67.1K - $73.8K
|
5.25K
$962K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
398+ 1.96% |
$64.8K - $71.3K
|
20.7K
$3.79M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
384+ 1745.45% |
$62.5K - $68.8K
|
406
$74.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
383+ 1.22% |
$62.4K - $68.6K
|
31.7K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
380+ 1.56% |
$61.9K - $68.1K
|
24.7K
$4.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
378+ 6.49% |
$61.5K - $67.7K
|
6.2K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
378+ 15.29% |
$61.5K - $67.7K
|
2.85K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
375+ 1.36% |
$61.1K - $67.2K
|
28K
$5.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
373+ 2.03% |
$60.7K - $66.8K
|
18.8K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
371+ 0.68% |
$60.4K - $66.5K
|
55.1K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
370+ 7.96% |
$60.2K - $66.3K
|
5.02K
$919K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
369+ 20.36% |
$60.1K - $66.1K
|
2.18K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
368+ 0.39% |
$59.9K - $65.9K
|
95.4K
$17.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
365+ 22.59% |
$59.4K - $65.4K
|
1.98K
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
365+ 5.31% |
$59.4K - $65.4K
|
7.24K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
358+ 5114.29% |
$58.3K - $64.1K
|
365
$66.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
357+ 21.57% |
$58.1K - $64K
|
2.01K
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
355+ 1.85% |
$57.8K - $63.6K
|
19.5K
$3.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
355+ 0.3% |
$57.8K - $63.6K
|
118K
$21.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
353+ 405.75% |
$57.5K - $63.2K
|
440
$80.6K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
349+ 11.19% |
$56.8K - $62.5K
|
3.47K
$635K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
345+ 20.56% |
$56.2K - $61.8K
|
2.02K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
345+ 2.84% |
$56.2K - $61.8K
|
12.5K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
333+ 2.34% |
$54.2K - $59.7K
|
14.5K
$2.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
329+ 0.77% |
$53.6K - $58.9K
|
43.1K
$7.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
329+ 8.4% |
$53.6K - $58.9K
|
4.24K
$777K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
328New |
$53.4K - $58.8K
|
328
$60.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
326+ 10.58% |
$53.1K - $58.4K
|
3.41K
$624K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
321+ 0.17% |
$52.3K - $57.5K
|
188K
$34.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
320+ 5.4% |
$52.1K - $57.3K
|
6.25K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
307+ 11.73% |
$50K - $55K
|
2.92K
$535K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
306+ 11.62% |
$49.8K - $54.8K
|
2.94K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
303+ 13.8% |
$49.3K - $54.3K
|
2.5K
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
298+ 20.38% |
$48.5K - $53.4K
|
1.76K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
295+ 8.6% |
$48K - $52.9K
|
3.73K
$682K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
284+ 4.64% |
$46.2K - $50.9K
|
6.4K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
284+ 4.04% |
$46.2K - $50.9K
|
7.32K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
279+ 0.39% |
$45.4K - $50K
|
72.6K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
270+ 3.16% |
$44K - $48.4K
|
8.83K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
260+ 10.53% |
$42.3K - $46.6K
|
2.73K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
258+ 3.81% |
$42K - $46.2K
|
7.02K
$1.29M
|