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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
875+ 11.29% |
$152K - $164K
|
8.62K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
855+ 3.43% |
$149K - $160K
|
25.8K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
854+ 1.32% |
$149K - $160K
|
65.8K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
842+ 2.91% |
$147K - $158K
|
29.8K
$5.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
813+ 2.21% |
$142K - $153K
|
37.6K
$6.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
808+ 4.86% |
$141K - $152K
|
17.4K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
805+ 2.51% |
$140K - $151K
|
32.8K
$5.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
802+ 59.63% |
$140K - $150K
|
2.15K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
800+ 22.99% |
$139K - $150K
|
4.28K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
798+ 0.73% |
$139K - $150K
|
111K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
797+ 1.96% |
$139K - $150K
|
41.5K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
790+ 4.55% |
$138K - $148K
|
18.1K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
770+ 9.04% |
$134K - $144K
|
9.29K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
768+ 59.77% |
$134K - $144K
|
2.05K
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
750+ 41.67% |
$131K - $141K
|
2.55K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
750+ 27.17% |
$131K - $141K
|
3.51K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
749+ 10.89% |
$130K - $141K
|
7.63K
$1.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
744+ 49.57% |
$130K - $140K
|
2.25K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
743+ 12.68% |
$129K - $139K
|
6.6K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
732+ 24.78% |
$128K - $137K
|
3.69K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
730New |
$127K - $137K
|
730
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
727New |
$127K - $136K
|
727
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
722+ 1.76% |
$126K - $135K
|
41.8K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
719New |
$125K - $135K
|
719
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
715+ 45.8% |
$125K - $134K
|
2.28K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
700+ 23.34% |
$122K - $131K
|
3.7K
$662K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
700+ 22.67% |
$122K - $131K
|
3.79K
$678K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
693+ 35.14% |
$121K - $130K
|
2.67K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
693+ 24.31% |
$121K - $130K
|
3.54K
$634K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
692+ 7.06% |
$121K - $130K
|
10.5K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
680+ 31.94% |
$118K - $128K
|
2.81K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
662New |
$115K - $124K
|
662
$118K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
662+ 56.87% |
$115K - $124K
|
1.83K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
653+ 7.07% |
$114K - $123K
|
9.89K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
653+ 35.7% |
$114K - $123K
|
2.48K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
652+ 10.1% |
$114K - $122K
|
7.11K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
650+ 0.7% |
$113K - $122K
|
93.5K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
649+ 24.85% |
$113K - $122K
|
3.26K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
647+ 18.03% |
$113K - $121K
|
4.24K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
645+ 0.81% |
$112K - $121K
|
80.6K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
642+ 5.7% |
$112K - $120K
|
11.9K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
640+ 2.75% |
$112K - $120K
|
23.9K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
637+ 43.75% |
$111K - $120K
|
2.09K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
629+ 4.94% |
$110K - $118K
|
13.4K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
623+ 0.51% |
$109K - $117K
|
123K
$22.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
615+ 23.4% |
$107K - $115K
|
3.24K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
615New |
$107K - $115K
|
615
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
610New |
$106K - $114K
|
610
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
603+ 23.23% |
$105K - $113K
|
3.2K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
601+ 1.71% |
$105K - $113K
|
35.8K
$6.4M
|