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 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
423+ 15.72% |
$68.9K - $75.8K
|
3.11K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
420+ 18.88% |
$68.4K - $75.2K
|
2.65K
$464K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
414+ 48.14% |
$67.4K - $74.2K
|
1.27K
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
412+ 8.51% |
$67.1K - $73.8K
|
5.25K
$921K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
398+ 1.96% |
$64.8K - $71.3K
|
20.7K
$3.63M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
384+ 1745.45% |
$62.5K - $68.8K
|
406
$71.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
383+ 1.22% |
$62.4K - $68.6K
|
31.7K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
380+ 1.56% |
$61.9K - $68.1K
|
24.7K
$4.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
378+ 6.49% |
$61.5K - $67.7K
|
6.2K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
378+ 15.29% |
$61.5K - $67.7K
|
2.85K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
375+ 1.36% |
$61.1K - $67.2K
|
28K
$4.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
373+ 2.03% |
$60.7K - $66.8K
|
18.8K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
371+ 0.68% |
$60.4K - $66.5K
|
55.1K
$9.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
370+ 7.96% |
$60.2K - $66.3K
|
5.02K
$880K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
369+ 20.36% |
$60.1K - $66.1K
|
2.18K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
368+ 0.39% |
$59.9K - $65.9K
|
95.4K
$16.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
365+ 22.59% |
$59.4K - $65.4K
|
1.98K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
365+ 5.31% |
$59.4K - $65.4K
|
7.24K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
358+ 5114.29% |
$58.3K - $64.1K
|
365
$64K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
357+ 21.57% |
$58.1K - $64K
|
2.01K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
355+ 1.85% |
$57.8K - $63.6K
|
19.5K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
355+ 0.3% |
$57.8K - $63.6K
|
118K
$20.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
353+ 405.75% |
$57.5K - $63.2K
|
440
$77.2K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
349+ 11.19% |
$56.8K - $62.5K
|
3.47K
$608K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
345+ 20.56% |
$56.2K - $61.8K
|
2.02K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
345+ 2.84% |
$56.2K - $61.8K
|
12.5K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
333+ 2.34% |
$54.2K - $59.7K
|
14.5K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
329+ 0.77% |
$53.6K - $58.9K
|
43.1K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
329+ 8.4% |
$53.6K - $58.9K
|
4.24K
$744K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
328New |
$53.4K - $58.8K
|
328
$57.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
326+ 10.58% |
$53.1K - $58.4K
|
3.41K
$598K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
321+ 0.17% |
$52.3K - $57.5K
|
188K
$33M
|
|
|
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
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
307+ 11.73% |
$50K - $55K
|
2.92K
$513K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
306+ 11.62% |
$49.8K - $54.8K
|
2.94K
$515K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
303+ 13.8% |
$49.3K - $54.3K
|
2.5K
$438K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
298+ 20.38% |
$48.5K - $53.4K
|
1.76K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
295+ 8.6% |
$48K - $52.9K
|
3.73K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
284+ 4.64% |
$46.2K - $50.9K
|
6.4K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
284+ 4.04% |
$46.2K - $50.9K
|
7.32K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
279+ 0.39% |
$45.4K - $50K
|
72.6K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
270+ 3.16% |
$44K - $48.4K
|
8.83K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
260+ 10.53% |
$42.3K - $46.6K
|
2.73K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
258+ 3.81% |
$42K - $46.2K
|
7.02K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
255+ 0.68% |
$41.5K - $45.7K
|
37.7K
$6.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
254+ 127.0% |
$41.4K - $45.5K
|
454
$79.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
251+ 7.02% |
$40.9K - $45K
|
3.83K
$671K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
248+ 3.12% |
$40.4K - $44.4K
|
8.19K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
246+ 0.38% |
$40.1K - $44.1K
|
64.9K
$11.4M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 15.32% |
$38.3K - $42.1K
|
1.77K
$310K
|