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 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
122+ 4.43% |
$19.9K - $21.9K
|
2.88K
$521K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
122+ 8.76% |
$19.9K - $21.9K
|
1.52K
$275K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
121+ 4.1% |
$19.7K - $21.7K
|
3.07K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
118+ 0.79% |
$19.2K - $21.1K
|
15.1K
$2.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
116+ 6.06% |
$18.9K - $20.8K
|
2.03K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
116+ 3.22% |
$18.9K - $20.8K
|
3.72K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
115+ 9.3% |
$18.7K - $20.6K
|
1.35K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
111+ 0.77% |
$18.1K - $19.9K
|
14.4K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
110+ 146.67% |
$17.9K - $19.7K
|
185
$33.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
109+ 4.22% |
$17.7K - $19.5K
|
2.69K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
108+ 1.67% |
$17.6K - $19.3K
|
6.59K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
107+ 2.68% |
$17.4K - $19.2K
|
4.09K
$742K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
104+ 6.2% |
$16.9K - $18.6K
|
1.78K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103+ 10.15% |
$16.8K - $18.5K
|
1.12K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
101New |
$16.4K - $18.1K
|
101
$18.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
101+ 0.59% |
$16.4K - $18.1K
|
17.3K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 0.53% |
$16.3K - $17.9K
|
19K
$3.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
100+ 4.36% |
$16.3K - $17.9K
|
2.4K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
100New |
$16.3K - $17.9K
|
100
$18.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
98New |
$16K - $17.6K
|
98
$17.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
98+ 0.19% |
$16K - $17.6K
|
50.8K
$9.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
93New |
$15.1K - $16.7K
|
93
$16.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
93New |
$15.1K - $16.7K
|
93
$16.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
92+ 5.05% |
$15K - $16.5K
|
1.91K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
91+ 2.75% |
$14.8K - $16.3K
|
3.4K
$615K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
90+ 0.22% |
$14.7K - $16.1K
|
41.8K
$7.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
90+ 5.6% |
$14.7K - $16.1K
|
1.7K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
89New |
$14.5K - $15.9K
|
89
$16.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
89+ 3.08% |
$14.5K - $15.9K
|
2.98K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
87+ 69.6% |
$14.2K - $15.6K
|
212
$38.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
85+ 2.11% |
$13.8K - $15.2K
|
4.11K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
83+ 100.0% |
$13.5K - $14.9K
|
166
$30.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
83+ 5.87% |
$13.5K - $14.9K
|
1.5K
$271K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
81+ 4.29% |
$13.2K - $14.5K
|
1.97K
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
81+ 2.96% |
$13.2K - $14.5K
|
2.82K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
81+ 1.48% |
$13.2K - $14.5K
|
5.57K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
80+ 5.51% |
$13K - $14.3K
|
1.53K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
80+ 0.2% |
$13K - $14.3K
|
40.6K
$7.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
78+ 1.43% |
$12.7K - $14K
|
5.55K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
78+ 1.75% |
$12.7K - $14K
|
4.53K
$822K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
75+ 3.95% |
$12.2K - $13.4K
|
1.98K
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
74+ 45.96% |
$12K - $13.3K
|
235
$42.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
74New |
$12K - $13.3K
|
74
$13.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
74+ 0.43% |
$12K - $13.3K
|
17.2K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
73New |
$11.9K - $13.1K
|
73
$13.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
73+ 608.33% |
$11.9K - $13.1K
|
85
$15.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 79.12% |
$11.7K - $12.9K
|
163
$29.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
72+ 3.71% |
$11.7K - $12.9K
|
2.01K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
71+ 0.84% |
$11.6K - $12.7K
|
8.52K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
71+ 54.62% |
$11.6K - $12.7K
|
201
$36.4K
|