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
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.48K- 5.28% |
$241K - $265K
|
26.5K
$4.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.5K- 15.0% |
$244K - $269K
|
8.5K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 57.5% |
$250K - $276K
|
1.14K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.54K- 22.37% |
$251K - $276K
|
5.35K
$969K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.56K- 0.52% |
$254K - $279K
|
301K
$54.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.59K- 17.75% |
$259K - $285K
|
7.37K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-1.64K- 11.17% |
$267K - $293K
|
13K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.65K- 5.12% |
$269K - $296K
|
30.7K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1.66KClosed |
$270K - $297K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.67K- 0.06% |
$272K - $299K
|
2.6M
$471M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.7K- 0.7% |
$277K - $305K
|
243K
$44M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 0.98% |
$294K - $323K
|
183K
$33.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.84K- 0.91% |
$300K - $330K
|
200K
$36.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.85K- 13.59% |
$301K - $331K
|
11.8K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.91K- 4.53% |
$311K - $342K
|
40.3K
$7.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.94K- 60.77% |
$315K - $347K
|
1.25K
$227K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.94K- 12.39% |
$316K - $347K
|
13.7K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2K- 7.63% |
$326K - $358K
|
24.2K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.02K- 20.41% |
$328K - $361K
|
7.86K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.05K- 26.19% |
$334K - $367K
|
5.78K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.05K- 6.7% |
$334K - $368K
|
28.6K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.11K- 14.44% |
$343K - $378K
|
12.5K
$2.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-2.13K- 14.81% |
$347K - $382K
|
12.3K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.14K- 7.56% |
$348K - $383K
|
26.1K
$4.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.15K- 23.61% |
$351K - $386K
|
6.97K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 1.32% |
$351K - $386K
|
161K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.29K- 0.67% |
$372K - $410K
|
340K
$61.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 30.05% |
$373K - $410K
|
5.33K
$967K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.3K- 3.06% |
$375K - $413K
|
73K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.33K- 29.08% |
$379K - $417K
|
5.68K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.44K- 26.14% |
$396K - $436K
|
6.88K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.45K- 7.48% |
$399K - $439K
|
30.3K
$5.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.46K- 25.51% |
$401K - $441K
|
7.2K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.47K- 2.27% |
$402K - $442K
|
106K
$19.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.49K- 5.32% |
$406K - $447K
|
44.4K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.5K- 41.67% |
$407K - $448K
|
3.5K
$634K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.56K- 6.56% |
$416K - $458K
|
36.4K
$6.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 1.73% |
$424K - $466K
|
148K
$26.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.62K- 3.65% |
$427K - $470K
|
69.3K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.66K- 9.66% |
$434K - $477K
|
24.9K
$4.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.67K- 9.34% |
$435K - $478K
|
25.9K
$4.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.69K- 1.3% |
$439K - $482K
|
204K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-2.86K- 41.82% |
$466K - $513K
|
3.98K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.93K- 9.89% |
$476K - $524K
|
26.6K
$4.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 1.83% |
$480K - $528K
|
158K
$28.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.96K- 28.41% |
$482K - $530K
|
7.45K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.11K- 6.87% |
$506K - $556K
|
42.1K
$7.63M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.19K- 25.15% |
$519K - $571K
|
9.49K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.19K- 49.8% |
$519K - $571K
|
3.21K
$583K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.34K- 54.93% |
$543K - $597K
|
2.74K
$496K
|