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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.23KNew |
$432K - $512K
|
3.23K
$578K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.22KNew |
$430K - $510K
|
3.22K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.21KNew |
$429K - $508K
|
3.21K
$574K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
3.18KNew |
$425K - $504K
|
3.18K
$569K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.17K+ 75.25% |
$423K - $502K
|
7.38K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3.16K+ 2.46% |
$422K - $500K
|
131K
$23.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.16K+ 1678.72% |
$422K - $500K
|
3.34K
$598K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.15KNew |
$421K - $499K
|
3.15K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.15KNew |
$421K - $499K
|
3.15K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.13K+ 73.27% |
$419K - $496K
|
7.41K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
3.1KNew |
$415K - $491K
|
3.1K
$555K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.1K+ 6.82% |
$414K - $491K
|
48.6K
$8.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.1KNew |
$414K - $491K
|
3.1K
$554K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
3.08K+ 31.44% |
$411K - $488K
|
12.9K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.05KNew |
$407K - $482K
|
3.05K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.04K+ 10.48% |
$407K - $482K
|
32.1K
$5.74M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.04KNew |
$406K - $481K
|
3.04K
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.01K+ 135.42% |
$402K - $477K
|
5.23K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.01K+ 17.33% |
$402K - $476K
|
20.4K
$3.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3K+ 5882.35% |
$401K - $475K
|
3.05K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3K+ 22.56% |
$401K - $475K
|
16.3K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.99KNew |
$400K - $474K
|
2.99K
$535K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.96KNew |
$395K - $469K
|
2.96K
$529K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.93KNew |
$392K - $464K
|
2.93K
$524K
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.93KNew |
$391K - $464K
|
2.93K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.9KNew |
$387K - $459K
|
2.9K
$518K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$385K - $457K
|
2.88K
$516K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$374K - $443K
|
2.8K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.76KNew |
$369K - $437K
|
2.76K
$494K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.75K+ 4.8% |
$368K - $436K
|
60.1K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.7K+ 5.86% |
$361K - $428K
|
48.8K
$8.74M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.68KNew |
$358K - $424K
|
2.68K
$479K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.67K+ 51.23% |
$357K - $424K
|
7.89K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
2.65K+ 5.45% |
$354K - $420K
|
51.3K
$9.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.64K+ 83.53% |
$353K - $419K
|
5.81K
$1.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.64K+ 5.21% |
$352K - $418K
|
53.2K
$9.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.61K+ 43.56% |
$349K - $413K
|
8.6K
$1.54M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.58KNew |
$345K - $409K
|
2.58K
$461K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.52K+ 40.76% |
$337K - $400K
|
8.71K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.52K+ 5.87% |
$337K - $399K
|
45.4K
$8.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.5K+ 45.05% |
$334K - $395K
|
8.04K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 3.24% |
$333K - $395K
|
79.4K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.49K+ 5.99% |
$333K - $395K
|
44.1K
$7.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.47KNew |
$329K - $390K
|
2.47K
$441K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 51.88% |
$328K - $389K
|
7.18K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.45K+ 163.27% |
$327K - $388K
|
3.95K
$706K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.44K+ 86.2% |
$326K - $386K
|
5.26K
$942K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.44K+ 0.39% |
$325K - $386K
|
633K
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.42KNew |
$323K - $383K
|
2.42K
$433K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
2.38K+ 117.27% |
$319K - $378K
|
4.42K
$790K
|