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 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.49K+ 14.51% |
$259K - $279K
|
11.7K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 29.57% |
$259K - $278K
|
6.5K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.48K+ 2.53% |
$258K - $278K
|
60K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.48K+ 19.11% |
$257K - $277K
|
9.19K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.46K+ 8.13% |
$255K - $274K
|
19.4K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 7.04% |
$254K - $274K
|
22.2K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.45KNew |
$252K - $271K
|
1.45K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.44KNew |
$251K - $270K
|
1.44K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.43K+ 6.04% |
$250K - $269K
|
25.2K
$4.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$256K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.42K+ 2.88% |
$247K - $266K
|
50.6K
$9.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.41K+ 3.99% |
$246K - $265K
|
36.8K
$6.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.41K+ 20.13% |
$246K - $265K
|
8.44K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.4K+ 3.16% |
$244K - $263K
|
45.8K
$8.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 2.43% |
$243K - $262K
|
58.9K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.39K+ 50.56% |
$243K - $262K
|
4.15K
$743K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$243K - $262K
|
1.39K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.39K+ 15.39% |
$241K - $260K
|
10.4K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.38K+ 2.05% |
$240K - $258K
|
68.6K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.38KNew |
$240K - $258K
|
1.38K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.37K+ 1.43% |
$239K - $258K
|
97.6K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.37KNew |
$239K - $257K
|
1.37K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.37K+ 14.34% |
$238K - $256K
|
10.9K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 90.45% |
$236K - $254K
|
2.85K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.34K+ 13.75% |
$233K - $251K
|
11.1K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.32KNew |
$231K - $248K
|
1.32K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.31K+ 10.53% |
$228K - $246K
|
13.8K
$2.46M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.3K+ 2.61% |
$227K - $244K
|
51.2K
$9.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.29K+ 5.64% |
$225K - $242K
|
24.2K
$4.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.29K+ 11.61% |
$224K - $242K
|
12.4K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.28KNew |
$224K - $241K
|
1.28K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.28KNew |
$223K - $240K
|
1.28K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 2.02% |
$223K - $240K
|
64.7K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 47.45% |
$222K - $239K
|
3.96K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.27KNew |
$221K - $238K
|
1.27K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.26K+ 22.26% |
$220K - $237K
|
6.93K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.26K+ 4.4% |
$219K - $236K
|
29.8K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.25K+ 39.21% |
$218K - $235K
|
4.45K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.25K+ 19.02% |
$217K - $234K
|
7.8K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.25KNew |
$217K - $234K
|
1.25K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 2.9% |
$217K - $233K
|
44K
$7.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$215K - $232K
|
1.24K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.23KNew |
$215K - $231K
|
1.23K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.23K+ 56.83% |
$214K - $230K
|
3.39K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.22KNew |
$213K - $229K
|
1.22K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.22KNew |
$212K - $229K
|
1.22K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.2KNew |
$209K - $225K
|
1.2K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.2KNew |
$209K - $225K
|
1.2K
$215K
|