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 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.45K+ 17.91% |
$219K - $236K
|
9.54K
$1.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.45K+ 5.86% |
$218K - $236K
|
26.1K
$4.85M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.45K+ 36.81% |
$218K - $236K
|
5.38K
$998K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.45K+ 62.77% |
$218K - $236K
|
3.75K
$695K
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.44K+ 4.79% |
$217K - $235K
|
31.5K
$5.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.41K+ 1.54% |
$213K - $230K
|
93K
$17.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.4K+ 4.01% |
$212K - $229K
|
36.4K
$6.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.4KNew |
$212K - $229K
|
1.4K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.4K+ 37.32% |
$211K - $228K
|
5.14K
$954K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$211K - $228K
|
1.4K
$259K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.39K+ 1.13% |
$210K - $227K
|
125K
$23.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.38KNew |
$208K - $225K
|
1.38K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.37KNew |
$207K - $224K
|
1.37K
$255K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.36KNew |
$205K - $222K
|
1.36K
$252K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
1.36K+ 11.8% |
$204K - $221K
|
12.8K
$2.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.35KNew |
$204K - $220K
|
1.35K
$251K
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.35KNew |
$204K - $220K
|
1.35K
$250K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35K+ 4.74% |
$203K - $219K
|
29.7K
$5.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$201K - $217K
|
1.33K
$247K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.33KNew |
$200K - $216K
|
1.33K
$246K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1.32K+ 73.74% |
$199K - $215K
|
3.11K
$577K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.31KNew |
$198K - $214K
|
1.31K
$243K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.31KNew |
$197K - $213K
|
1.31K
$242K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.3K+ 87.46% |
$197K - $213K
|
2.8K
$519K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.3KNew |
$197K - $212K
|
1.3K
$242K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$196K - $212K
|
1.3K
$241K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
1.3KNew |
$196K - $212K
|
1.3K
$241K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.3KNew |
$196K - $212K
|
1.3K
$241K
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 19.76% |
$196K - $212K
|
7.87K
$1.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
1.28KNew |
$194K - $209K
|
1.28K
$238K
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$194K - $209K
|
1.28K
$238K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.28KNew |
$193K - $208K
|
1.28K
$237K
|
|
|
Feb 03, 2022
Q4 2021
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
1.28KNew |
$192K - $208K
|
1.28K
$237K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.27KNew |
$191K - $206K
|
1.27K
$235K
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
1.26KNew |
$190K - $205K
|
1.26K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
1.26K+ 10.42% |
$190K - $205K
|
13.3K
$2.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.26KNew |
$190K - $205K
|
1.26K
$233K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.25K+ 12.82% |
$189K - $204K
|
11K
$2.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.25K+ 9.79% |
$189K - $204K
|
14K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.24KNew |
$187K - $202K
|
1.24K
$230K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.24K+ 1.4% |
$186K - $201K
|
89.6K
$16.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.23KNew |
$186K - $201K
|
1.23K
$228K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.21K+ 44.36% |
$182K - $197K
|
3.93K
$729K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.2KNew |
$181K - $196K
|
1.2K
$223K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.2K+ 13.25% |
$181K - $196K
|
10.3K
$1.9M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.18K+ 4.5% |
$178K - $193K
|
27.5K
$5.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.18K+ 2.73% |
$178K - $192K
|
44.3K
$8.22M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.18KNew |
$178K - $192K
|
1.18K
$219K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.17K+ 0.8% |
$176K - $190K
|
146K
$27.1M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.15K+ 4.43% |
$174K - $187K
|
27.1K
$5.03M
|