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
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
4.41KNew |
$717K - $789K
|
4.41K
$757K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.38K+ 7.43% |
$712K - $784K
|
63.2K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.32KNew |
$703K - $773K
|
4.32K
$741K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29K+ 0.35% |
$699K - $769K
|
1.24M
$212M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
4.23K+ 3.66% |
$689K - $758K
|
120K
$20.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.22K+ 16.1% |
$688K - $757K
|
30.4K
$5.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.22KNew |
$686K - $755K
|
4.22K
$724K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.19KNew |
$682K - $751K
|
4.19K
$720K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.16K+ 9.13% |
$678K - $746K
|
49.8K
$8.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.15K+ 16.81% |
$676K - $744K
|
28.8K
$4.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.14K+ 4.83% |
$673K - $741K
|
89.8K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.13K+ 70.22% |
$673K - $741K
|
10K
$1.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
4.07K+ 210.28% |
$663K - $729K
|
6.01K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.07KNew |
$662K - $728K
|
4.07K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
4.06K+ 2.6% |
$661K - $728K
|
160K
$27.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.03KNew |
$655K - $721K
|
4.03K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.01K+ 103.38% |
$652K - $718K
|
7.88K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.99K+ 2.06% |
$649K - $714K
|
198K
$33.9M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
3.97K+ 15.41% |
$646K - $711K
|
29.7K
$5.11M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.96K+ 8.98% |
$645K - $710K
|
48.1K
$8.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.92K+ 13.49% |
$638K - $702K
|
33K
$5.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.9K+ 4.24% |
$634K - $698K
|
95.8K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.87K+ 1.94% |
$630K - $693K
|
203K
$34.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.86K+ 2.05% |
$629K - $692K
|
192K
$33M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
3.84K+ 44.39% |
$625K - $688K
|
12.5K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.83K+ 8.06% |
$623K - $686K
|
51.3K
$8.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.81K+ 10.29% |
$620K - $682K
|
40.8K
$7.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.78K+ 7.48% |
$615K - $677K
|
54.3K
$9.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.74K+ 16.32% |
$609K - $670K
|
26.7K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.74K+ 18.17% |
$609K - $670K
|
24.3K
$4.18M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.74K+ 264.96% |
$608K - $669K
|
5.15K
$884K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.68K+ 27.82% |
$599K - $659K
|
16.9K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.64K+ 18.15% |
$593K - $653K
|
23.7K
$4.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.63KNew |
$591K - $650K
|
3.63K
$624K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
3.61KNew |
$588K - $647K
|
3.61K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.61K+ 55.59% |
$587K - $646K
|
10.1K
$1.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.53K+ 6.24% |
$574K - $632K
|
60K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.53K+ 50.29% |
$574K - $632K
|
10.5K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.5K+ 58.82% |
$570K - $627K
|
9.45K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.46K+ 5.73% |
$563K - $619K
|
63.8K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.45K+ 46.15% |
$562K - $618K
|
10.9K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.44K+ 175.17% |
$560K - $617K
|
5.41K
$929K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
3.42KNew |
$556K - $612K
|
3.42K
$587K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.4K+ 82.97% |
$553K - $608K
|
7.49K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3.39KNew |
$552K - $607K
|
3.39K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.38K+ 21.52% |
$550K - $605K
|
19.1K
$3.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.35K+ 5.59% |
$546K - $601K
|
63.4K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.35K+ 1.56% |
$545K - $599K
|
218K
$37.5M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.34K+ 20.02% |
$544K - $599K
|
20K
$3.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.34K+ 383.68% |
$544K - $598K
|
4.21K
$723K
|