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 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.03KNew |
$457K - $494K
|
3.03K
$567K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.02K+ 3.22% |
$455K - $492K
|
96.6K
$18.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
3.01KNew |
$454K - $490K
|
3.01K
$563K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.96K+ 5.97% |
$447K - $483K
|
52.6K
$9.85M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.96KNew |
$447K - $483K
|
2.96K
$555K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.95K+ 3.86% |
$445K - $481K
|
79.5K
$14.9M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.94K+ 4.21% |
$444K - $479K
|
72.8K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.92K+ 2.91% |
$441K - $476K
|
103K
$19.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 4.95% |
$440K - $475K
|
61.8K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.91K+ 35.83% |
$439K - $474K
|
11K
$2.06M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.9KNew |
$437K - $472K
|
2.9K
$543K
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.87KNew |
$433K - $467K
|
2.87K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.8K+ 5.73% |
$422K - $456K
|
51.6K
$9.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
2.7K+ 4.8% |
$407K - $440K
|
59K
$11M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.7K+ 3.91% |
$407K - $440K
|
71.6K
$13.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.69K+ 3.37% |
$406K - $438K
|
82.4K
$15.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.67K+ 69.68% |
$403K - $436K
|
6.51K
$1.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.65KNew |
$400K - $432K
|
2.65K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.63K+ 177.17% |
$397K - $429K
|
4.12K
$771K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.62K+ 7.88% |
$396K - $428K
|
35.9K
$6.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.62K+ 14.7% |
$395K - $427K
|
20.4K
$3.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.59KNew |
$391K - $423K
|
2.59K
$485K
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.57KNew |
$387K - $418K
|
2.57K
$480K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.56KNew |
$386K - $417K
|
2.56K
$479K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.54K+ 21.96% |
$382K - $413K
|
14.1K
$2.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2.51K+ 3.02% |
$379K - $409K
|
85.5K
$16M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.48K+ 1.2% |
$373K - $403K
|
208K
$38.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.47KNew |
$373K - $403K
|
2.47K
$462K
|
|
|
Jan 19, 2022
Q4 2021
|
Ht Partners LLC
|
BUY
|
- |
2.41K+ 101.86% |
$364K - $393K
|
4.78K
$895K
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.4KNew |
$362K - $391K
|
2.4K
$449K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.39K+ 5.08% |
$360K - $389K
|
49.3K
$9.24M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
2.36K+ 12.76% |
$356K - $384K
|
20.8K
$3.9M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.36K+ 10.66% |
$356K - $384K
|
24.5K
$4.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.33K+ 3.04% |
$352K - $380K
|
78.9K
$14.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.28KNew |
$344K - $372K
|
2.28K
$427K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.27K+ 90.8% |
$342K - $370K
|
4.77K
$893K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.21K+ 35.37% |
$333K - $360K
|
8.45K
$1.58M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.2KNew |
$332K - $359K
|
2.2K
$412K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
2.19KNew |
$330K - $357K
|
2.19K
$410K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.18K+ 7.25% |
$329K - $355K
|
32.2K
$6.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.16K+ 8.42% |
$326K - $352K
|
27.8K
$5.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
2.14K+ 16.75% |
$323K - $349K
|
14.9K
$2.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.13K+ 29.46% |
$321K - $347K
|
9.36K
$1.75M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
2.13KNew |
$321K - $347K
|
2.13K
$398K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.06K+ 3.49% |
$311K - $336K
|
61.1K
$11.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
2.03KNew |
$307K - $331K
|
2.03K
$381K
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.01K+ 6.74% |
$304K - $328K
|
31.9K
$5.97M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.01K+ 16.24% |
$303K - $327K
|
14.4K
$2.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2KNew |
$302K - $326K
|
2K
$375K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2K+ 7.98% |
$302K - $326K
|
27K
$5.06M
|