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 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-6.76K- 74.35% |
$1.1M - $1.21M
|
2.33K
$420K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.33K- 4.54% |
$1.19M - $1.31M
|
154K
$27.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-7.4K- 5.88% |
$1.2M - $1.33M
|
118K
$21.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.76K- 44.85% |
$1.26M - $1.39M
|
9.54K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-8.03K- 13.72% |
$1.31M - $1.44M
|
50.5K
$9.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-8.15K- 20.94% |
$1.33M - $1.46M
|
30.8K
$5.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8.35K- 32.64% |
$1.36M - $1.5M
|
17.2K
$3.11M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.52K- 63.17% |
$1.39M - $1.53M
|
4.97K
$896K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.56K- 21.36% |
$1.39M - $1.53M
|
31.5K
$5.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.75K- 7.59% |
$1.42M - $1.57M
|
107K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-9.09K- 32.4% |
$1.48M - $1.63M
|
19K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-9.25K- 39.9% |
$1.51M - $1.66M
|
13.9K
$2.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-9.83K- 46.83% |
$1.6M - $1.76M
|
11.2K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.95K- 63.89% |
$1.62M - $1.78M
|
5.62K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-10K- 27.53% |
$1.63M - $1.8M
|
26.4K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10.1K- 35.85% |
$1.64M - $1.8M
|
18K
$3.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.2K- 75.98% |
$1.65M - $1.82M
|
3.21K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 1.95% |
$1.71M - $1.88M
|
529K
$95.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-11.1K- 66.19% |
$1.81M - $1.99M
|
5.68K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-11.4K- 99.57% |
$1.86M - $2.05M
|
49
$8.83K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.8K- 30.01% |
$1.92M - $2.11M
|
27.5K
$4.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-12.5K- 2.9% |
$2.04M - $2.24M
|
419K
$75.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 8.21% |
$2.16M - $2.38M
|
148K
$26.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13.5K- 4.28% |
$2.19M - $2.41M
|
301K
$54.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-13.7K- 49.55% |
$2.23M - $2.45M
|
13.9K
$2.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14K- 39.42% |
$2.28M - $2.51M
|
21.5K
$3.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14.7K- 52.37% |
$2.4M - $2.64M
|
13.4K
$2.41M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15.3K- 7.54% |
$2.5M - $2.75M
|
188K
$33.9M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-15.5K- 4.66% |
$2.52M - $2.77M
|
317K
$57.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-15.7K- 72.29% |
$2.56M - $2.81M
|
6.02K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.7K- 10.7% |
$2.56M - $2.82M
|
131K
$23.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-16K- 74.06% |
$2.6M - $2.87M
|
5.6K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16.9K- 30.97% |
$2.75M - $3.03M
|
37.6K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-17.1K- 28.73% |
$2.78M - $3.06M
|
42.4K
$7.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-17.7K- 6.31% |
$2.87M - $3.16M
|
262K
$47.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.2K- 14.18% |
$2.96M - $3.26M
|
110K
$19.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-18.6K- 13.61% |
$3.03M - $3.33M
|
118K
$21.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-19.7K- 57.97% |
$3.21M - $3.54M
|
14.3K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.9K- 91.76% |
$3.56M - $3.92M
|
1.96K
$354K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-25.7K- 84.52% |
$4.18M - $4.6M
|
4.71K
$848K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-28K- 71.21% |
$4.55M - $5.01M
|
11.3K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.5K- 1.98% |
$4.96M - $5.46M
|
1.5M
$271M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-36.1K- 78.29% |
$5.88M - $6.47M
|
10K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-37.2K- 6.22% |
$6.06M - $6.67M
|
561K
$101M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.2K- 40.75% |
$6.21M - $6.84M
|
55.5K
$10M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-40.6K- 6.44% |
$6.62M - $7.28M
|
590K
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Albar Capital LTD
London, X0 |
SELL
|
- |
-41.6K- 83.97% |
$6.78M - $7.46M
|
7.95K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-44.8K- 50.99% |
$7.3M - $8.03M
|
43.1K
$7.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-50.6K- 1.3% |
$8.24M - $9.07M
|
3.84M
$692M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-52.5K- 7.07% |
$8.56M - $9.41M
|
691K
$124M
|