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 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-91- 1.64% |
$14.8K - $16.3K
|
5.47K
$992K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-95- 0.11% |
$15.5K - $17K
|
84.6K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 36.68% |
$15.5K - $17K
|
164
$29.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-95- 43.18% |
$15.5K - $17K
|
125
$22.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.51% |
$16.3K - $17.9K
|
2.75K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-100- 1.15% |
$16.3K - $17.9K
|
8.58K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 2.76% |
$16.3K - $17.9K
|
3.52K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-110- 3.91% |
$17.9K - $19.7K
|
2.71K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-111- 0.58% |
$18.1K - $19.9K
|
19K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-113- 0.27% |
$18.4K - $20.2K
|
42.1K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-113- 0.5% |
$18.4K - $20.2K
|
22.3K
$4.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-116- 0.14% |
$18.9K - $20.8K
|
82.2K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-117- 5.69% |
$19.1K - $21K
|
1.94K
$352K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-118- 4.1% |
$19.2K - $21.1K
|
2.76K
$500K
|
|
|
Oct 22, 2024
Q3 2024
|
Mad River Investors
|
SELL
|
- |
-118- 7.26% |
$19.2K - $21.1K
|
1.51K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-118- 0.82% |
$19.2K - $21.1K
|
14.2K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-121- 0.45% |
$19.7K - $21.7K
|
26.7K
$4.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-123- 1.98% |
$20K - $22K
|
6.1K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-125- 1.56% |
$20.4K - $22.4K
|
7.9K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-125- 0.13% |
$20.4K - $22.4K
|
92.8K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-125- 7.94% |
$20.4K - $22.4K
|
1.45K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-128- 5.1% |
$20.8K - $22.9K
|
2.38K
$432K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-129- 0.25% |
$21K - $23.1K
|
51.5K
$9.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-129- 1.65% |
$21K - $23.1K
|
7.67K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-135- 2.79% |
$22K - $24.2K
|
4.71K
$853K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-140- 1.5% |
$22.8K - $25.1K
|
9.22K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-144- 0.03% |
$23.4K - $25.8K
|
440K
$79.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-145- 0.45% |
$23.6K - $26K
|
31.8K
$5.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-146- 1.52% |
$23.8K - $26.2K
|
9.47K
$1.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-148- 5.19% |
$24.1K - $26.5K
|
2.71K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-149- 2.56% |
$24.3K - $26.7K
|
5.67K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-153- 0.78% |
$24.9K - $27.4K
|
19.5K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-155- 2.65% |
$25.2K - $27.8K
|
5.68K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-156- 17.51% |
$25.4K - $27.9K
|
735
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-157- 3.38% |
$25.6K - $28.1K
|
4.49K
$813K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-160- 0.86% |
$26.1K - $28.7K
|
18.6K
$3.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-163- 3.37% |
$26.5K - $29.2K
|
4.67K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-168- 1.47% |
$27.4K - $30.1K
|
11.3K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-169- 9.83% |
$27.5K - $30.3K
|
1.55K
$281K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-170- 0.42% |
$27.7K - $30.5K
|
40K
$7.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-172- 1.02% |
$28K - $30.8K
|
16.6K
$3.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-175- 1.61% |
$28.5K - $31.4K
|
10.7K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-177- 4.67% |
$28.8K - $31.7K
|
3.62K
$655K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-181- 1.08% |
$29.5K - $32.4K
|
16.5K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-181- 8.16% |
$29.5K - $32.4K
|
2.04K
$369K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-187- 1.98% |
$30.4K - $33.5K
|
9.24K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-188- 2.8% |
$30.6K - $33.7K
|
6.52K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-189- 2.53% |
$30.8K - $33.9K
|
7.27K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-193- 6.72% |
$31.4K - $34.6K
|
2.68K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-193- 1.69% |
$31.4K - $34.6K
|
11.2K
$2.04M
|