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 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
74+ 0.43% |
$12K - $13.3K
|
17.2K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
73New |
$11.9K - $13.1K
|
73
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
73+ 608.33% |
$11.9K - $13.1K
|
85
$13.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 79.12% |
$11.7K - $12.9K
|
163
$26.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
72+ 3.71% |
$11.7K - $12.9K
|
2.01K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
71+ 0.84% |
$11.6K - $12.7K
|
8.52K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
71+ 54.62% |
$11.6K - $12.7K
|
201
$32.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
70+ 0.39% |
$11.4K - $12.5K
|
18.2K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
69New |
$11.2K - $12.4K
|
69
$11.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
63+ 2.25% |
$10.3K - $11.3K
|
2.87K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
63+ 7.43% |
$10.3K - $11.3K
|
911
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
63+ 0.59% |
$10.3K - $11.3K
|
10.7K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
62+ 0.02% |
$10.1K - $11.1K
|
358K
$58.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
62+ 4.68% |
$10.1K - $11.1K
|
1.39K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
60+ 3.41% |
$9.77K - $10.7K
|
1.82K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
59+ 2.03% |
$9.61K - $10.6K
|
2.97K
$483K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
58+ 0.07% |
$9.44K - $10.4K
|
86.9K
$14.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
58+ 0.2% |
$9.44K - $10.4K
|
28.5K
$4.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
53+ 1.35% |
$8.63K - $9.5K
|
3.97K
$645K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
46+ 1.79% |
$7.49K - $8.24K
|
2.61K
$425K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
43+ 3.18% |
$7K - $7.7K
|
1.4K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
43New |
$7K - $7.7K
|
43
$6.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
42+ 1.37% |
$6.84K - $7.52K
|
3.1K
$505K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39+ 8.92% |
$6.35K - $6.99K
|
476
$77.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37+ 0.12% |
$6.02K - $6.63K
|
30.6K
$4.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
36+ 0.39% |
$5.86K - $6.45K
|
9.21K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
35+ 2.31% |
$5.7K - $6.27K
|
1.55K
$252K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
35New |
$5.7K - $6.27K
|
35
$5.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.38% |
$5.7K - $6.27K
|
9.2K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
35+ 0.22% |
$5.7K - $6.27K
|
15.9K
$2.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
33+ 0.13% |
$5.37K - $5.91K
|
26K
$4.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33+ 0.39% |
$5.37K - $5.91K
|
8.5K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
31+ 1.56% |
$5.05K - $5.55K
|
2.01K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
30+ 1.45% |
$4.88K - $5.37K
|
2.1K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
30+ 0.13% |
$4.88K - $5.37K
|
22.6K
$3.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
29New |
$4.72K - $5.2K
|
29
$4.72K
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
29+ 2.26% |
$4.72K - $5.2K
|
1.31K
$214K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
27+ 1.38% |
$4.4K - $4.84K
|
1.98K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 0.5% |
$4.07K - $4.48K
|
5.02K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
25+ 0.51% |
$4.07K - $4.48K
|
4.97K
$808K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
22+ 0.38% |
$3.58K - $3.94K
|
5.82K
$946K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20New |
$3.26K - $3.58K
|
20
$3.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
19+ 0.45% |
$3.09K - $3.4K
|
4.28K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18+ 0.06% |
$2.93K - $3.22K
|
32.4K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
18+ 0.53% |
$2.93K - $3.22K
|
3.44K
$560K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 4.61% |
$2.61K - $2.87K
|
363
$59K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
16+ 0.21% |
$2.61K - $2.87K
|
7.48K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.27% |
$2.44K - $2.69K
|
5.61K
$913K
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
15+ 0.14% |
$2.44K - $2.69K
|
10.5K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.23% |
$2.44K - $2.69K
|
6.44K
$1.05M
|