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 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.45K- 7.48% |
$399K - $439K
|
30.3K
$5.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.46K- 25.51% |
$401K - $441K
|
7.2K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.47K- 2.27% |
$402K - $442K
|
106K
$18.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.49K- 5.32% |
$406K - $447K
|
44.4K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.5K- 41.67% |
$407K - $448K
|
3.5K
$622K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.56K- 6.56% |
$416K - $458K
|
36.4K
$6.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 1.73% |
$424K - $466K
|
148K
$26.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.62K- 3.65% |
$427K - $470K
|
69.3K
$12.3M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.65K- 90.51% |
$432K - $475K
|
278
$49.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.66K- 9.66% |
$434K - $477K
|
24.9K
$4.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.67K- 9.34% |
$435K - $478K
|
25.9K
$4.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.69K- 1.3% |
$439K - $482K
|
204K
$36.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-2.86K- 41.82% |
$466K - $513K
|
3.98K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.93K- 9.89% |
$476K - $524K
|
26.6K
$4.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 1.83% |
$480K - $528K
|
158K
$28.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.96K- 28.41% |
$482K - $530K
|
7.45K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.11K- 6.87% |
$506K - $556K
|
42.1K
$7.48M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.19K- 25.15% |
$519K - $571K
|
9.49K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.19K- 49.8% |
$519K - $571K
|
3.21K
$571K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.34K- 54.93% |
$543K - $597K
|
2.74K
$486K
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.38K- 1.17% |
$551K - $606K
|
286K
$50.9M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.39K- 5.31% |
$552K - $607K
|
60.5K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.39K- 9.98% |
$552K - $608K
|
30.6K
$5.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.4K- 48.75% |
$553K - $609K
|
3.57K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.47K- 8.12% |
$566K - $622K
|
39.3K
$6.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.52K- 39.5% |
$572K - $630K
|
5.38K
$956K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.55K- 4.97% |
$577K - $635K
|
67.8K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.62K- 18.19% |
$589K - $648K
|
16.3K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3.63K- 35.64% |
$591K - $650K
|
6.55K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.77K- 8.4% |
$614K - $675K
|
41.1K
$7.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.82K- 2.32% |
$623K - $685K
|
161K
$28.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.83K- 3.76% |
$623K - $686K
|
98K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.87K- 3.6% |
$631K - $694K
|
104K
$18.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.91K- 14.89% |
$636K - $700K
|
22.3K
$3.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.92K- 26.01% |
$638K - $702K
|
11.1K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-3.93K- 38.12% |
$639K - $703K
|
6.37K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-3.93K- 2.99% |
$639K - $703K
|
128K
$22.7M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-3.93K- 24.29% |
$640K - $704K
|
12.3K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.97K- 42.71% |
$647K - $712K
|
5.33K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.02K- 0.84% |
$655K - $721K
|
476K
$84.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.06K- 0.45% |
$662K - $728K
|
895K
$159M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4.15K- 1.01% |
$676K - $744K
|
407K
$72.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.25K- 46.62% |
$693K - $762K
|
4.87K
$865K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.31K- 5.11% |
$701K - $772K
|
80K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 6.38% |
$716K - $788K
|
64.5K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.41K- 3.69% |
$718K - $790K
|
115K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.47K- 2.84% |
$727K - $800K
|
153K
$27.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.48K- 71.52% |
$729K - $802K
|
1.78K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.62K- 5.24% |
$752K - $828K
|
83.6K
$14.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.63K- 4.17% |
$753K - $829K
|
106K
$18.9M
|