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
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
18+ 0.53% |
$2.93K - $3.22K
|
3.44K
$631K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 4.61% |
$2.61K - $2.87K
|
363
$66.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
16+ 0.21% |
$2.61K - $2.87K
|
7.48K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.27% |
$2.44K - $2.69K
|
5.61K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
15+ 0.14% |
$2.44K - $2.69K
|
10.5K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.23% |
$2.44K - $2.69K
|
6.44K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
14+ 0.13% |
$2.28K - $2.51K
|
10.5K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
14+ 0.39% |
$2.28K - $2.51K
|
3.57K
$653K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 0.2% |
$2.28K - $2.51K
|
6.93K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.4% |
$2.28K - $2.51K
|
3.52K
$644K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 6.5% |
$2.12K - $2.33K
|
213
$39K
|
|
|
Oct 07, 2024
Q3 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
12+ 0.39% |
$1.95K - $2.15K
|
3.06K
$560K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
12+ 0.57% |
$1.95K - $2.15K
|
2.12K
$388K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12+ 0.77% |
$1.95K - $2.15K
|
1.58K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 0.38% |
$1.79K - $1.97K
|
2.89K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
10+ 0.32% |
$1.63K - $1.79K
|
3.17K
$581K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
10+ 0.23% |
$1.63K - $1.79K
|
4.29K
$786K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.32% |
$1.3K - $1.43K
|
2.52K
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8+ 0.18% |
$1.3K - $1.43K
|
4.48K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.2% |
$1.3K - $1.43K
|
3.97K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.37% |
$1.3K - $1.43K
|
2.19K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.15% |
$1.3K - $1.43K
|
5.32K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.07% |
$1.3K - $1.43K
|
10.9K
$2M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.04% |
$1.14K - $1.25K
|
16.5K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 0.11% |
$1.14K - $1.25K
|
6.42K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.24% |
$1.14K - $1.25K
|
2.9K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
7+ 0.48% |
$1.14K - $1.25K
|
1.48K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.14K - $1.25K
|
1.77K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.34% |
$1.14K - $1.25K
|
2.06K
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 2.04% |
$1.14K - $1.25K
|
350
$64.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.43% |
$977 - $1.07K
|
1.39K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 3.0% |
$977 - $1.07K
|
206
$37.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
BUY
|
- |
6+ 0.26% |
$977 - $1.07K
|
2.34K
$429K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.31% |
$977 - $1.07K
|
1.94K
$356K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$977 - $1.07K
|
2.4K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
6+ 0.3% |
$977 - $1.07K
|
2K
$366K
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
6+ 0.16% |
$977 - $1.07K
|
3.7K
$676K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.39% |
$814 - $896
|
1.28K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 0.3% |
$814 - $896
|
1.65K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5+ 0.33% |
$814 - $896
|
1.5K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5+ 0.19% |
$814 - $896
|
2.65K
$485K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.39% |
$814 - $896
|
1.29K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.11% |
$814 - $896
|
4.37K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.14% |
$814 - $896
|
3.49K
$639K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4+ 0.08% |
$651 - $717
|
5.1K
$933K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.46% |
$651 - $717
|
868
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$651 - $717
|
4
$732
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.13% |
$651 - $717
|
3.02K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.22% |
$651 - $717
|
1.84K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
3+ 0.06% |
$488 - $537
|
4.7K
$861K
|