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 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.38K+ 11.29% |
$414K - $446K
|
23.4K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.36K+ 37.6% |
$412K - $444K
|
8.65K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.35K+ 185.08% |
$409K - $440K
|
3.61K
$646K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.34KNew |
$407K - $438K
|
2.34K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.33KNew |
$406K - $437K
|
2.33K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.29K+ 2.43% |
$399K - $430K
|
96.8K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.27K+ 2.54% |
$395K - $425K
|
91.4K
$16.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$395K - $425K
|
2.27K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.26K+ 187.6% |
$393K - $423K
|
3.46K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.25K+ 12.06% |
$392K - $423K
|
20.9K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.25K+ 13.31% |
$392K - $422K
|
19.2K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.24K+ 5.18% |
$391K - $421K
|
45.5K
$8.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.24K+ 15.07% |
$390K - $420K
|
17.1K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.22K+ 126.66% |
$387K - $416K
|
3.97K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.21K+ 14.79% |
$385K - $415K
|
17.1K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$384K - $414K
|
2.21K
$394K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.18K+ 36.24% |
$379K - $408K
|
8.18K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.17KNew |
$378K - $407K
|
2.17K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.16K+ 3.41% |
$377K - $406K
|
65.6K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.16KNew |
$376K - $405K
|
2.16K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.15KNew |
$374K - $403K
|
2.15K
$384K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.14KNew |
$374K - $402K
|
2.14K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.13K+ 1.63% |
$370K - $399K
|
132K
$23.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
2.12K+ 4.34% |
$370K - $398K
|
51K
$9.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.11K+ 602.86% |
$368K - $396K
|
2.46K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.1K+ 22.07% |
$366K - $394K
|
11.6K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.09K+ 12.64% |
$364K - $392K
|
18.6K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.08K+ 37.69% |
$362K - $390K
|
7.59K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.07K+ 19.66% |
$361K - $389K
|
12.6K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.07KNew |
$360K - $388K
|
2.07K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.05K+ 13.82% |
$358K - $385K
|
16.9K
$3.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.04K+ 16.33% |
$355K - $383K
|
14.5K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.03K+ 27.65% |
$354K - $381K
|
9.38K
$1.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.03K+ 283.5% |
$353K - $380K
|
2.74K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
2.02K+ 4.96% |
$352K - $379K
|
42.7K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.01K+ 64.84% |
$351K - $377K
|
5.12K
$915K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2K+ 1.4% |
$349K - $375K
|
145K
$25.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2KNew |
$348K - $375K
|
2K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
2K+ 9.29% |
$348K - $375K
|
23.5K
$4.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2K+ 100.0% |
$348K - $375K
|
4K
$716K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.99K+ 34.6% |
$347K - $373K
|
7.74K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.98KNew |
$344K - $371K
|
1.98K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.97KNew |
$343K - $369K
|
1.97K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.95KNew |
$340K - $367K
|
1.95K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.94K+ 3.22% |
$339K - $365K
|
62.3K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.94K+ 2.32% |
$338K - $364K
|
85.5K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.94K+ 9.92% |
$338K - $364K
|
21.5K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.93K+ 1.09% |
$337K - $363K
|
179K
$32.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.93K+ 21.21% |
$336K - $362K
|
11K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.92K+ 27.73% |
$334K - $360K
|
8.84K
$1.58M
|