Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
583+ 10.45% |
$88K - $95K
|
6.16K
$1.06M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
576+ 72.27% |
$86.9K - $93.9K
|
1.37K
$236K
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
574+ 6.13% |
$86.6K - $93.6K
|
9.93K
$1.71M
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
570New |
$86K - $92.9K
|
570
$97.9K
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
562+ 4.7% |
$84.8K - $91.6K
|
12.5K
$2.15M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
561+ 9.29% |
$84.6K - $91.4K
|
6.6K
$1.13M
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
541+ 10.43% |
$81.6K - $88.2K
|
5.73K
$984K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
524+ 70.24% |
$79.1K - $85.4K
|
1.27K
$218K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
522+ 56.68% |
$78.8K - $85.1K
|
1.44K
$248K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
519+ 0.9% |
$78.3K - $84.6K
|
57.9K
$9.95M
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500New |
$75.4K - $81.5K
|
500
$85.9K
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
493+ 0.57% |
$74.4K - $80.4K
|
86.5K
$14.9M
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
485+ 13.3% |
$73.2K - $79.1K
|
4.13K
$710K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
481+ 4.32% |
$72.6K - $78.4K
|
11.6K
$2M
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
462+ 6.76% |
$69.7K - $75.3K
|
7.3K
$1.25M
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
460+ 11.59% |
$69.4K - $75K
|
4.43K
$761K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
457New |
$69K - $74.5K
|
457
$78.5K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
455+ 8.2% |
$68.7K - $74.2K
|
6K
$1.03M
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
437+ 1.69% |
$65.9K - $71.2K
|
26.3K
$4.52M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
425+ 2.32% |
$64.1K - $69.3K
|
18.8K
$3.23M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
416+ 1.34% |
$62.8K - $67.8K
|
31.4K
$5.39M
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
412+ 2.19% |
$62.2K - $67.2K
|
19.3K
$3.31M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
406+ 1.15% |
$61.3K - $66.2K
|
35.7K
$6.13M
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
406+ 0.89% |
$61.3K - $66.2K
|
45.8K
$7.87M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
403+ 1.68% |
$60.8K - $65.7K
|
24.4K
$4.2M
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
400+ 11.96% |
$60.4K - $65.2K
|
3.75K
$643K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
400+ 38.68% |
$60.4K - $65.2K
|
1.43K
$246K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
399+ 4.97% |
$60.2K - $65K
|
8.43K
$1.45M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
397New |
$59.9K - $64.7K
|
397
$68.2K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
380+ 0.83% |
$57.3K - $61.9K
|
45.9K
$7.89M
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
378+ 2.35% |
$57K - $61.6K
|
16.4K
$2.82M
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
367+ 1.02% |
$55.4K - $59.8K
|
36.4K
$6.26M
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
367+ 0.88% |
$55.4K - $59.8K
|
42.1K
$7.23M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
354+ 1.74% |
$53.4K - $57.7K
|
20.7K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
352+ 16.06% |
$53.1K - $57.4K
|
2.54K
$437K
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
350+ 10.66% |
$52.8K - $57.1K
|
3.63K
$624K
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
348+ 2.48% |
$52.5K - $56.7K
|
14.4K
$2.47M
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
345+ 0.34% |
$52.1K - $56.2K
|
102K
$17.6M
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
340New |
$51.3K - $55.4K
|
340
$58.4K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
334+ 6.75% |
$50.4K - $54.4K
|
5.28K
$908K
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
328+ 1.15% |
$49.5K - $53.5K
|
28.8K
$4.96M
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
322+ 32.56% |
$48.6K - $52.5K
|
1.31K
$225K
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
319+ 1.25% |
$48.1K - $52K
|
25.9K
$4.45M
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
309+ 18.93% |
$46.6K - $50.4K
|
1.94K
$333K
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
300+ 2.07% |
$45.3K - $48.9K
|
14.8K
$2.55M
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
300New |
$45.3K - $48.9K
|
300
$51.5K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
298+ 1.87% |
$45K - $48.6K
|
16.3K
$2.79M
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
297New |
$44.8K - $48.4K
|
297
$51K
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
291New |
$43.9K - $47.4K
|
291
$50K
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
287+ 0.65% |
$43.3K - $46.8K
|
44.7K
$7.68M
|