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 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
255+ 0.68% |
$41.5K - $45.7K
|
37.7K
$6.9M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
254+ 127.0% |
$41.4K - $45.5K
|
454
$83.1K
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
251+ 7.02% |
$40.9K - $45K
|
3.83K
$701K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
248+ 3.12% |
$40.4K - $44.4K
|
8.19K
$1.5M
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
246+ 0.38% |
$40.1K - $44.1K
|
64.9K
$11.9M
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 15.32% |
$38.3K - $42.1K
|
1.77K
$324K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
233+ 5.64% |
$37.9K - $41.7K
|
4.37K
$800K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
229+ 1.87% |
$37.3K - $41K
|
12.5K
$2.29M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
227+ 7.07% |
$37K - $40.7K
|
3.44K
$629K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
225+ 8.03% |
$36.6K - $40.3K
|
3.03K
$554K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
219+ 0.41% |
$35.7K - $39.2K
|
53.3K
$9.76M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
219+ 7.25% |
$35.7K - $39.2K
|
3.24K
$593K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
218+ 15.5% |
$35.5K - $39.1K
|
1.62K
$297K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
216+ 1.1% |
$35.2K - $38.7K
|
19.9K
$3.65M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
214+ 2.3% |
$34.8K - $38.3K
|
9.52K
$1.74M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
211+ 44.51% |
$34.4K - $37.8K
|
685
$125K
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
211+ 0.55% |
$34.4K - $37.8K
|
38.2K
$7M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
211New |
$34.4K - $37.8K
|
211
$38.6K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
210New |
$34.2K - $37.6K
|
210
$38.4K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
210+ 0.52% |
$34.2K - $37.6K
|
40.8K
$7.46M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
208+ 4.4% |
$33.9K - $37.3K
|
4.94K
$903K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
205+ 1.55% |
$33.4K - $36.7K
|
13.5K
$2.46M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 1.15% |
$33.1K - $36.4K
|
17.8K
$3.26M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
203+ 1.04% |
$33.1K - $36.4K
|
19.8K
$3.62M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
201+ 6.22% |
$32.7K - $36K
|
3.43K
$628K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
200+ 12.5% |
$32.6K - $35.8K
|
1.8K
$330K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
199+ 4.7% |
$32.4K - $35.7K
|
4.43K
$811K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
197+ 1.21% |
$32.1K - $35.3K
|
16.5K
$3.02M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
195+ 0.63% |
$31.8K - $34.9K
|
31K
$5.67M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
188New |
$30.6K - $33.7K
|
188
$34.4K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
186+ 0.62% |
$30.3K - $33.3K
|
30K
$5.48M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
183+ 7.11% |
$29.8K - $32.8K
|
2.76K
$505K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
182New |
$29.6K - $32.6K
|
182
$33.3K
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
180+ 0.85% |
$29.3K - $32.2K
|
21.3K
$3.91M
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
174+ 4.92% |
$28.3K - $31.2K
|
3.71K
$679K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
173+ 39.59% |
$28.2K - $31K
|
610
$112K
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
172+ 4.34% |
$28K - $30.8K
|
4.14K
$757K
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
171+ 0.25% |
$27.8K - $30.6K
|
68.8K
$12.6M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
169+ 3.79% |
$27.5K - $30.3K
|
4.63K
$847K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
166New |
$27K - $29.7K
|
166
$30.4K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
165+ 6.96% |
$26.9K - $29.6K
|
2.54K
$464K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
164New |
$26.7K - $29.4K
|
164
$30K
|
|
Nov 14, 2024
Q3 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
164+ 0.8% |
$26.7K - $29.4K
|
20.7K
$3.79M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
163+ 0.09% |
$26.5K - $29.2K
|
174K
$31.8M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
157+ 0.84% |
$25.6K - $28.1K
|
18.7K
$3.43M
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
156+ 2.44% |
$25.4K - $27.9K
|
6.55K
$1.2M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
154New |
$25.1K - $27.6K
|
154
$28.2K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
153+ 0.11% |
$24.9K - $27.4K
|
140K
$25.6M
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
152+ 1.33% |
$24.8K - $27.2K
|
11.6K
$2.12M
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
148+ 1.85% |
$24.1K - $26.5K
|
8.15K
$1.49M
|