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
|
Hantz Financial Services, Inc.
|
BUY
|
- |
145+ 17.06% |
$23.6K - $26K
|
995
$182K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
143+ 2.66% |
$23.3K - $25.6K
|
5.52K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
139+ 0.6% |
$22.6K - $24.9K
|
23.3K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
136+ 2.58% |
$22.1K - $24.4K
|
5.41K
$990K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
130+ 43.48% |
$21.2K - $23.3K
|
429
$78.5K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
126+ 0.69% |
$20.5K - $22.6K
|
18.3K
$3.35M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
126+ 8.6% |
$20.5K - $22.6K
|
1.59K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
124New |
$20.2K - $22.2K
|
124
$22.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
123+ 7.3% |
$20K - $22K
|
1.81K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
123+ 0.29% |
$20K - $22K
|
43.2K
$7.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
123+ 7.24% |
$20K - $22K
|
1.82K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
123New |
$20K - $22K
|
123
$22.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
122+ 8.48% |
$19.9K - $21.9K
|
1.56K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
122+ 4.43% |
$19.9K - $21.9K
|
2.88K
$526K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
122+ 8.76% |
$19.9K - $21.9K
|
1.52K
$277K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
121+ 4.1% |
$19.7K - $21.7K
|
3.07K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
118+ 0.79% |
$19.2K - $21.1K
|
15.1K
$2.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
116+ 6.06% |
$18.9K - $20.8K
|
2.03K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
116+ 3.22% |
$18.9K - $20.8K
|
3.72K
$682K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
115+ 9.3% |
$18.7K - $20.6K
|
1.35K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
111+ 0.77% |
$18.1K - $19.9K
|
14.4K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
110+ 146.67% |
$17.9K - $19.7K
|
185
$33.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
109+ 4.22% |
$17.7K - $19.5K
|
2.69K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
108+ 1.67% |
$17.6K - $19.3K
|
6.59K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
107+ 2.68% |
$17.4K - $19.2K
|
4.09K
$749K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
104+ 6.2% |
$16.9K - $18.6K
|
1.78K
$326K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103+ 10.15% |
$16.8K - $18.5K
|
1.12K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
101New |
$16.4K - $18.1K
|
101
$18.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
101+ 0.59% |
$16.4K - $18.1K
|
17.3K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 0.53% |
$16.3K - $17.9K
|
19K
$3.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
100+ 4.36% |
$16.3K - $17.9K
|
2.4K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
100New |
$16.3K - $17.9K
|
100
$18.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
98New |
$16K - $17.6K
|
98
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
98+ 0.19% |
$16K - $17.6K
|
50.8K
$9.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
93New |
$15.1K - $16.7K
|
93
$17K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
93New |
$15.1K - $16.7K
|
93
$17K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
92+ 5.05% |
$15K - $16.5K
|
1.91K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
91+ 2.75% |
$14.8K - $16.3K
|
3.4K
$622K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
90+ 0.22% |
$14.7K - $16.1K
|
41.8K
$7.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
90+ 5.6% |
$14.7K - $16.1K
|
1.7K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
89New |
$14.5K - $15.9K
|
89
$16.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
89+ 3.08% |
$14.5K - $15.9K
|
2.98K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
87+ 69.6% |
$14.2K - $15.6K
|
212
$38.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
85+ 2.11% |
$13.8K - $15.2K
|
4.11K
$753K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
83+ 100.0% |
$13.5K - $14.9K
|
166
$30.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
83+ 5.87% |
$13.5K - $14.9K
|
1.5K
$274K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
81+ 4.29% |
$13.2K - $14.5K
|
1.97K
$360K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
81+ 2.96% |
$13.2K - $14.5K
|
2.82K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
81+ 1.48% |
$13.2K - $14.5K
|
5.57K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
80+ 5.51% |
$13K - $14.3K
|
1.53K
$281K
|