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 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-127- 0.7% |
$19.2K - $20.7K
|
18K
$3.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-134Closed |
$20.2K - $21.8K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-135- 8.31% |
$20.4K - $22K
|
1.49K
$276K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-135- 2.82% |
$20.4K - $22K
|
4.66K
$864K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-136- 2.07% |
$20.5K - $22.2K
|
6.45K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-137- 4.21% |
$20.7K - $22.3K
|
3.12K
$579K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-142- 2.46% |
$21.4K - $23.1K
|
5.64K
$1.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-143- 1.98% |
$21.6K - $23.3K
|
7.08K
$1.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-144- 6.3% |
$21.7K - $23.5K
|
2.14K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-146Closed |
$22K - $23.8K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 50.0% |
$22.6K - $24.5K
|
150
$27.8K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-154- 0.42% |
$23.2K - $25.1K
|
36.9K
$6.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-158- 0.74% |
$23.8K - $25.8K
|
21.1K
$3.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-160- 6.82% |
$24.1K - $26.1K
|
2.19K
$406K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-160- 1.33% |
$24.1K - $26.1K
|
11.9K
$2.2M
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-162Closed |
$24.4K - $26.4K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-168- 5.48% |
$25.3K - $27.4K
|
2.9K
$537K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-169- 3.26% |
$25.5K - $27.5K
|
5.02K
$930K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-170- 0.62% |
$25.6K - $27.7K
|
27.3K
$5.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-172- 8.51% |
$26K - $28K
|
1.85K
$343K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-173- 13.53% |
$26.1K - $28.2K
|
1.11K
$205K
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-185- 1.91% |
$27.9K - $30.2K
|
9.52K
$1.77M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-187- 9.29% |
$28.2K - $30.5K
|
1.83K
$339K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-194- 1.15% |
$29.3K - $31.6K
|
16.7K
$3.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-198- 1.52% |
$29.9K - $32.3K
|
12.9K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-205- 2.38% |
$30.9K - $33.4K
|
8.43K
$1.56M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-213- 9.23% |
$32.1K - $34.7K
|
2.09K
$388K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-220- 1.24% |
$33.2K - $35.9K
|
17.6K
$3.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-222- 3.45% |
$33.5K - $36.2K
|
6.2K
$1.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-228- 3.03% |
$34.4K - $37.2K
|
7.29K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-238- 3.62% |
$35.9K - $38.8K
|
6.34K
$1.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-250- 50.0% |
$37.7K - $40.8K
|
250
$46.4K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-250- 2.06% |
$37.7K - $40.8K
|
11.9K
$2.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-257- 0.1% |
$38.8K - $41.9K
|
245K
$45.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-258- 12.95% |
$38.9K - $42.1K
|
1.73K
$322K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-259- 1.48% |
$39.1K - $42.2K
|
17.2K
$3.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-263- 62.47% |
$39.7K - $42.9K
|
158
$29.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-264- 12.26% |
$39.8K - $43K
|
1.89K
$350K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-266- 1.63% |
$40.1K - $43.4K
|
16K
$2.97M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-267- 5.42% |
$40.3K - $43.5K
|
4.66K
$864K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-269- 27.23% |
$40.6K - $43.8K
|
719
$133K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-277- 6.26% |
$41.8K - $45.2K
|
4.15K
$770K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-300- 2.28% |
$45.3K - $48.9K
|
12.9K
$2.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-302- 0.8% |
$45.6K - $49.2K
|
37.4K
$6.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-305- 0.17% |
$46K - $49.7K
|
180K
$33.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-307Closed |
$46.3K - $50K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-307- 1.07% |
$46.3K - $50K
|
28.5K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-319- 1.02% |
$48.1K - $52K
|
30.9K
$5.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-334- 5.35% |
$50.4K - $54.4K
|
5.9K
$1.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-335- 1.71% |
$50.5K - $54.6K
|
19.3K
$3.58M
|