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 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
103New |
$15.5K - $16.8K
|
103
$19.3K
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
93New |
$14K - $15.2K
|
93
$17.4K
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
90New |
$13.6K - $14.7K
|
90
$16.9K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88+ 1.74% |
$13.3K - $14.3K
|
5.16K
$966K
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
87+ 0.69% |
$13.1K - $14.2K
|
12.7K
$2.38M
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80+ 2.81% |
$12.1K - $13K
|
2.92K
$547K
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
75+ 5.12% |
$11.3K - $12.2K
|
1.54K
$288K
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
75+ 1.06% |
$11.3K - $12.2K
|
7.15K
$1.34M
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
71+ 1.99% |
$10.7K - $11.6K
|
3.64K
$681K
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
69+ 2.46% |
$10.4K - $11.2K
|
2.87K
$537K
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
69+ 2.91% |
$10.4K - $11.2K
|
2.44K
$457K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
67+ 0.47% |
$10.1K - $10.9K
|
14.2K
$2.67M
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
65+ 4.85% |
$9.81K - $10.6K
|
1.41K
$263K
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
60+ 3.65% |
$9.05K - $9.78K
|
1.71K
$319K
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
57New |
$8.6K - $9.29K
|
57
$10.7K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
56New |
$8.45K - $9.13K
|
56
$10.5K
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
51+ 0.27% |
$7.69K - $8.31K
|
18.6K
$3.48M
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 0.54% |
$7.54K - $8.15K
|
9.38K
$1.76M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 1.28% |
$7.54K - $8.15K
|
3.96K
$742K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49+ 2.85% |
$7.39K - $7.99K
|
1.77K
$331K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
49+ 0.86% |
$7.39K - $7.99K
|
5.73K
$1.07M
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
46New |
$6.94K - $7.5K
|
46
$8.61K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
45+ 0.62% |
$6.79K - $7.34K
|
7.3K
$1.37M
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.35% |
$6.64K - $7.17K
|
12.8K
$2.39M
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
43+ 1.96% |
$6.49K - $7.01K
|
2.24K
$419K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39+ 13.0% |
$5.88K - $6.36K
|
339
$63.5K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
36+ 36.0% |
$5.43K - $5.87K
|
136
$25.5K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
35+ 0.23% |
$5.28K - $5.71K
|
15.3K
$2.87M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
32+ 0.86% |
$4.83K - $5.22K
|
3.76K
$704K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32New |
$4.83K - $5.22K
|
32
$5.99K
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
31+ 2.2% |
$4.68K - $5.05K
|
1.44K
$270K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
31+ 3.1% |
$4.68K - $5.05K
|
1.03K
$193K
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
30+ 0.28% |
$4.53K - $4.89K
|
10.8K
$2.02M
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
30+ 0.37% |
$4.53K - $4.89K
|
8.14K
$1.52M
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
27+ 0.74% |
$4.07K - $4.4K
|
3.65K
$684K
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
26+ 0.37% |
$3.92K - $4.24K
|
7.06K
$1.32M
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
25New |
$3.77K - $4.08K
|
25
$4.68K
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23+ 1.06% |
$3.47K - $3.75K
|
2.19K
$410K
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
22+ 0.05% |
$3.32K - $3.59K
|
42.7K
$8M
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
22+ 0.61% |
$3.32K - $3.59K
|
3.65K
$684K
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
21+ 0.35% |
$3.17K - $3.42K
|
6.03K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
21+ 0.26% |
$3.17K - $3.42K
|
8.11K
$1.52M
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
21+ 2.33% |
$3.17K - $3.42K
|
921
$172K
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21+ 0.54% |
$3.17K - $3.42K
|
3.89K
$728K
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
20+ 0.79% |
$3.02K - $3.26K
|
2.56K
$480K
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
20+ 0.81% |
$3.02K - $3.26K
|
2.49K
$466K
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 0.68% |
$2.87K - $3.1K
|
2.8K
$525K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18+ 0.48% |
$2.72K - $2.93K
|
3.78K
$707K
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 0.21% |
$2.56K - $2.77K
|
8.03K
$1.5M
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15New |
$2.26K - $2.45K
|
15
$2.81K
|