Purchases and Sales Made in Q4 2024 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 2024. 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 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.97K+ 18.17% |
$517K - $557K
|
19.3K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.97KNew |
$517K - $557K
|
2.97K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.95KNew |
$514K - $554K
|
2.95K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.94K+ 15.46% |
$513K - $552K
|
22K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.93K+ 5.56% |
$511K - $550K
|
55.7K
$9.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.93K+ 4.89% |
$511K - $550K
|
62.9K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.93KNew |
$510K - $549K
|
2.93K
$523K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.92KNew |
$509K - $548K
|
2.92K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.91KNew |
$507K - $546K
|
2.91K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.89K+ 45.8% |
$504K - $543K
|
9.21K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.89K+ 5.8% |
$503K - $542K
|
52.6K
$9.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.89KNew |
$503K - $541K
|
2.89K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.87K+ 20.12% |
$501K - $539K
|
17.2K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.86KNew |
$498K - $536K
|
2.86K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.85KNew |
$497K - $535K
|
2.85K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.85K+ 9.53% |
$496K - $534K
|
32.7K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$493K - $530K
|
2.83K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.8KNew |
$487K - $525K
|
2.8K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.79K+ 9.64% |
$485K - $523K
|
31.7K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 6.74% |
$484K - $521K
|
44K
$7.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.77K+ 68.24% |
$483K - $520K
|
6.84K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.74KNew |
$477K - $514K
|
2.74K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.73KNew |
$475K - $512K
|
2.73K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
2.72K+ 1.54% |
$474K - $511K
|
180K
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
2.71K+ 13.11% |
$473K - $509K
|
23.4K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2.68KNew |
$467K - $503K
|
2.68K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.67KNew |
$465K - $501K
|
2.67K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
2.67KNew |
$465K - $500K
|
2.67K
$477K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.67K+ 2.2% |
$464K - $500K
|
124K
$22.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 60.91% |
$464K - $500K
|
7.04K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.65KNew |
$461K - $497K
|
2.65K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.63K+ 96.2% |
$459K - $494K
|
5.37K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.63K+ 23.02% |
$458K - $493K
|
14K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.61KNew |
$455K - $490K
|
2.61K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.6K+ 33.07% |
$453K - $488K
|
10.5K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.59KNew |
$451K - $486K
|
2.59K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.59KNew |
$451K - $486K
|
2.59K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.58KNew |
$450K - $484K
|
2.58K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.57K+ 5.97% |
$448K - $483K
|
45.7K
$8.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.55KNew |
$444K - $478K
|
2.55K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.55K+ 8.9% |
$444K - $478K
|
31.2K
$5.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.54K+ 13.34% |
$443K - $477K
|
21.6K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.54K+ 2.33% |
$442K - $476K
|
112K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
2.51KNew |
$437K - $471K
|
2.51K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.49K+ 6.7% |
$433K - $467K
|
39.6K
$7.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.48K+ 6.08% |
$432K - $465K
|
43.2K
$7.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.45K+ 60.72% |
$427K - $460K
|
6.49K
$1.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.43K+ 31.11% |
$424K - $456K
|
10.2K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.41K+ 4.17% |
$420K - $453K
|
60.3K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.38K+ 7.82% |
$415K - $447K
|
32.8K
$5.87M
|