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
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.18K- 5.59% |
$192K - $211K
|
19.9K
$3.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.2K- 58.83% |
$195K - $215K
|
839
$149K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.23K- 41.86% |
$200K - $220K
|
1.7K
$303K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 1.92% |
$202K - $223K
|
63.4K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.28K- 2.57% |
$209K - $230K
|
48.6K
$8.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.33K- 18.04% |
$216K - $238K
|
6.03K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.34K- 18.33% |
$218K - $239K
|
5.95K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-1.34K- 6.4% |
$218K - $240K
|
19.6K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.38K- 2.89% |
$225K - $248K
|
46.5K
$8.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.4K- 15.32% |
$228K - $251K
|
7.75K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.41K- 41.43% |
$230K - $253K
|
2K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.43K- 7.26% |
$232K - $256K
|
18.2K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 50.44% |
$233K - $256K
|
1.4K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.44K- 11.53% |
$234K - $257K
|
11K
$1.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.47K- 98.99% |
$239K - $263K
|
15
$2.66K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 25.14% |
$239K - $263K
|
4.38K
$777K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.48K- 10.6% |
$240K - $265K
|
12.5K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.48K- 5.28% |
$241K - $265K
|
26.5K
$4.71M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.5K- 15.0% |
$244K - $269K
|
8.5K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 57.5% |
$250K - $276K
|
1.14K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.54K- 22.37% |
$251K - $276K
|
5.35K
$950K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.56K- 0.52% |
$254K - $279K
|
301K
$53.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.59K- 17.75% |
$259K - $285K
|
7.37K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-1.64K- 11.17% |
$267K - $293K
|
13K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.65K- 5.12% |
$269K - $296K
|
30.7K
$5.45M
|
|
|
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
$461M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.7K- 0.7% |
$277K - $305K
|
243K
$43.1M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.74K- 5.41% |
$283K - $312K
|
30.4K
$5.41M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.74K- 5.41% |
$283K - $312K
|
30.4K
$5.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 0.98% |
$294K - $323K
|
183K
$32.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.84K- 0.91% |
$300K - $330K
|
200K
$35.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.85K- 13.59% |
$301K - $331K
|
11.8K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.91K- 4.53% |
$311K - $342K
|
40.3K
$7.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.94K- 60.77% |
$315K - $347K
|
1.25K
$222K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.94K- 12.39% |
$316K - $347K
|
13.7K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2K- 7.63% |
$326K - $358K
|
24.2K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.02K- 20.41% |
$328K - $361K
|
7.86K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.05K- 26.19% |
$334K - $367K
|
5.78K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.05K- 6.7% |
$334K - $368K
|
28.6K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.11K- 14.44% |
$343K - $378K
|
12.5K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-2.13K- 14.81% |
$347K - $382K
|
12.3K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.14K- 7.56% |
$348K - $383K
|
26.1K
$4.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.15K- 23.61% |
$351K - $386K
|
6.97K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 1.32% |
$351K - $386K
|
161K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.29K- 0.67% |
$372K - $410K
|
340K
$60.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 30.05% |
$373K - $410K
|
5.33K
$948K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.3K- 3.06% |
$375K - $413K
|
73K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.33K- 29.08% |
$379K - $417K
|
5.68K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.44K- 26.14% |
$396K - $436K
|
6.88K
$1.22M
|