Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
210+ 3.86% |
$28.1K - $33.3K
|
5.65K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
209+ 0.46% |
$27.9K - $33.1K
|
45.2K
$8.43M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
205+ 14.11% |
$27.4K - $32.5K
|
1.66K
$309K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
204+ 1.85% |
$27.3K - $32.3K
|
11.2K
$2.09M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
200+ 1.6% |
$26.7K - $31.7K
|
12.7K
$2.37M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.0% |
$26.5K - $31.4K
|
10.1K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
197+ 3.6% |
$26.3K - $31.2K
|
5.67K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
197+ 0.44% |
$26.3K - $31.2K
|
44.5K
$8.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
197+ 98.5% |
$26.3K - $31.2K
|
397
$74K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
189+ 0.46% |
$25.3K - $29.9K
|
41.7K
$7.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
186+ 1.63% |
$24.9K - $29.5K
|
11.6K
$2.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
185+ 4.18% |
$24.7K - $29.3K
|
4.61K
$859K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
181+ 0.11% |
$24.2K - $28.7K
|
160K
$29.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
180+ 8.46% |
$24.1K - $28.5K
|
2.31K
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
178+ 6.42% |
$23.8K - $28.2K
|
2.95K
$550K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
175+ 1.87% |
$23.4K - $27.7K
|
9.53K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
171+ 1.57% |
$22.9K - $27.1K
|
11.1K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
163New |
$21.8K - $25.8K
|
163
$30.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
162New |
$21.7K - $25.7K
|
162
$30.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
158+ 3.87% |
$21.1K - $25K
|
4.24K
$791K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
157+ 3.7% |
$21K - $24.9K
|
4.4K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
153+ 3060.0% |
$20.4K - $24.2K
|
158
$29.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
151+ 1.59% |
$20.2K - $23.9K
|
9.64K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
149+ 4.69% |
$19.9K - $23.6K
|
3.33K
$620K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
147+ 0.44% |
$19.6K - $23.3K
|
33.2K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
147New |
$19.6K - $23.3K
|
147
$27.4K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
145+ 6.66% |
$19.4K - $23K
|
2.32K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
140+ 6.21% |
$18.7K - $22.2K
|
2.39K
$446K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
131+ 1.48% |
$17.5K - $20.8K
|
9K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
131+ 189.86% |
$17.5K - $20.8K
|
200
$37.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
130+ 5.71% |
$17.4K - $20.6K
|
2.41K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
128+ 6.74% |
$17.1K - $20.3K
|
2.03K
$378K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
124+ 0.07% |
$16.6K - $19.6K
|
188K
$35.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
118New |
$15.8K - $18.7K
|
118
$22K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
117+ 0.34% |
$15.6K - $18.5K
|
34.5K
$6.42M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
115New |
$15.4K - $18.2K
|
115
$21.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
112+ 0.72% |
$15K - $17.7K
|
15.7K
$2.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110+ 215.69% |
$14.7K - $17.4K
|
161
$30K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
106+ 0.8% |
$14.2K - $16.8K
|
13.4K
$2.49M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$14K - $16.6K
|
105
$19.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
104New |
$13.9K - $16.5K
|
104
$19.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
103+ 51.5% |
$13.8K - $16.3K
|
303
$56.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
103+ 0.85% |
$13.8K - $16.3K
|
12.2K
$2.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
101+ 3.83% |
$13.5K - $16K
|
2.74K
$510K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
92New |
$12.3K - $14.6K
|
92
$17.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
86+ 0.27% |
$11.5K - $13.6K
|
31.7K
$5.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
83+ 5.34% |
$11.1K - $13.1K
|
1.64K
$305K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
81+ 2.86% |
$10.8K - $12.8K
|
2.91K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
81+ 1.63% |
$10.8K - $12.8K
|
5.06K
$942K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
80+ 2.09% |
$10.7K - $12.7K
|
3.92K
$730K
|