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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.65KNew |
$461K - $497K
|
2.65K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.63K+ 96.2% |
$459K - $494K
|
5.37K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.63K+ 23.02% |
$458K - $493K
|
14K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.61KNew |
$455K - $490K
|
2.61K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.6K+ 33.07% |
$453K - $488K
|
10.5K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.59KNew |
$451K - $486K
|
2.59K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.59KNew |
$451K - $486K
|
2.59K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.58KNew |
$450K - $484K
|
2.58K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.57K+ 5.97% |
$448K - $483K
|
45.7K
$8.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.55KNew |
$444K - $478K
|
2.55K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.55K+ 8.9% |
$444K - $478K
|
31.2K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.54K+ 13.34% |
$443K - $477K
|
21.6K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.54K+ 2.33% |
$442K - $476K
|
112K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
2.51KNew |
$437K - $471K
|
2.51K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.49K+ 6.7% |
$433K - $467K
|
39.6K
$7.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.48K+ 6.08% |
$432K - $465K
|
43.2K
$7.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.45K+ 60.72% |
$427K - $460K
|
6.49K
$1.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.43K+ 31.11% |
$424K - $456K
|
10.2K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.41K+ 4.17% |
$420K - $453K
|
60.3K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.38K+ 7.82% |
$415K - $447K
|
32.8K
$5.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.38K+ 11.29% |
$414K - $446K
|
23.4K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.36K+ 37.6% |
$412K - $444K
|
8.65K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.35K+ 185.08% |
$409K - $440K
|
3.61K
$642K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.34KNew |
$407K - $438K
|
2.34K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.33KNew |
$406K - $437K
|
2.33K
$414K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.31KNew |
$403K - $434K
|
2.31K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.29K+ 2.43% |
$399K - $430K
|
96.8K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.27K+ 2.54% |
$395K - $425K
|
91.4K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$395K - $425K
|
2.27K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.26K+ 187.6% |
$393K - $423K
|
3.46K
$614K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.25K+ 12.06% |
$392K - $423K
|
20.9K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.25K+ 13.31% |
$392K - $422K
|
19.2K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.24K+ 5.18% |
$391K - $421K
|
45.5K
$8.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.24K+ 15.07% |
$390K - $420K
|
17.1K
$3.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.22K+ 126.66% |
$387K - $416K
|
3.97K
$705K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.21K+ 14.79% |
$385K - $415K
|
17.1K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$384K - $414K
|
2.21K
$392K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.18K+ 36.24% |
$379K - $408K
|
8.18K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.17KNew |
$378K - $407K
|
2.17K
$386K
|
|
|
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
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.15KNew |
$374K - $403K
|
2.15K
$381K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.14KNew |
$374K - $402K
|
2.14K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.13K+ 1.63% |
$370K - $399K
|
132K
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
2.12K+ 4.34% |
$370K - $398K
|
51K
$9.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.11K+ 602.86% |
$368K - $396K
|
2.46K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.1K+ 22.07% |
$366K - $394K
|
11.6K
$2.06M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.09KNew |
$365K - $393K
|
2.09K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.09K+ 12.64% |
$364K - $392K
|
18.6K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.08K+ 37.69% |
$362K - $390K
|
7.59K
$1.35M
|