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 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
2KNew |
$301K - $325K
|
2K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
1.98KNew |
$299K - $323K
|
1.98K
$367K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.93K+ 20.12% |
$291K - $315K
|
11.5K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.92KNew |
$290K - $313K
|
1.92K
$357K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.92KNew |
$290K - $313K
|
1.92K
$356K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.89K+ 28.9% |
$286K - $309K
|
8.45K
$1.57M
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.89KNew |
$285K - $308K
|
1.89K
$351K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
1.88K+ 38.63% |
$284K - $307K
|
6.76K
$1.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.88K+ 5.02% |
$284K - $307K
|
39.3K
$7.3M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.88KNew |
$284K - $307K
|
1.88K
$349K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.87K+ 13.37% |
$283K - $305K
|
15.9K
$2.95M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.87K+ 6.01% |
$282K - $304K
|
32.9K
$6.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.86KNew |
$280K - $303K
|
1.86K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.83K+ 0.55% |
$276K - $298K
|
333K
$61.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.82K+ 42.79% |
$274K - $297K
|
6.07K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.8K+ 56.54% |
$272K - $294K
|
4.99K
$926K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.79K+ 4.6% |
$270K - $292K
|
40.7K
$7.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.79K+ 7.82% |
$269K - $291K
|
24.6K
$4.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 3.7% |
$267K - $288K
|
49.5K
$9.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.76KNew |
$265K - $286K
|
1.76K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.74K+ 4.76% |
$263K - $284K
|
38.3K
$7.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.73K+ 7.69% |
$260K - $281K
|
24.2K
$4.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.72K+ 28.62% |
$260K - $281K
|
7.74K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7K+ 6.37% |
$256K - $277K
|
28.4K
$5.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.7K+ 100.0% |
$256K - $277K
|
3.4K
$631K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1.67K+ 5.71% |
$252K - $273K
|
31K
$5.74M
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.66K+ 14.75% |
$250K - $270K
|
12.9K
$2.39M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.66KNew |
$250K - $270K
|
1.66K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.64K+ 24.57% |
$248K - $268K
|
8.33K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.63KNew |
$246K - $265K
|
1.63K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.6KNew |
$241K - $261K
|
1.6K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$241K - $260K
|
1.6K
$296K
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.59KNew |
$240K - $259K
|
1.59K
$295K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.59KNew |
$239K - $259K
|
1.59K
$294K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.57KNew |
$237K - $256K
|
1.57K
$292K
|
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
BUY
|
- |
1.55K+ 18.09% |
$234K - $253K
|
10.1K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 3.12% |
$231K - $250K
|
50.7K
$9.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.53K+ 9.15% |
$231K - $249K
|
18.2K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.53KNew |
$230K - $249K
|
1.53K
$283K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.52KNew |
$229K - $248K
|
1.52K
$282K
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.51KNew |
$227K - $246K
|
1.51K
$280K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 6.7% |
$226K - $245K
|
23.9K
$4.44M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.5KNew |
$226K - $245K
|
1.5K
$278K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.5K+ 28.62% |
$226K - $244K
|
6.73K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.48K+ 18.68% |
$223K - $241K
|
9.39K
$1.74M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.46KNew |
$220K - $238K
|
1.46K
$271K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
1.46K+ 10.27% |
$220K - $238K
|
15.7K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.46KNew |
$220K - $238K
|
1.46K
$270K
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$220K - $237K
|
1.46K
$270K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.46KNew |
$220K - $237K
|
1.46K
$270K
|