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 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
957+ 14.86% |
$167K - $180K
|
7.4K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
956+ 12.7% |
$167K - $179K
|
8.48K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
951+ 0.85% |
$166K - $178K
|
113K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
948+ 3.09% |
$165K - $178K
|
31.6K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
940+ 1.71% |
$164K - $176K
|
56K
$9.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
930+ 6.09% |
$162K - $174K
|
16.2K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
928+ 1.19% |
$162K - $174K
|
78.8K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
921+ 18.24% |
$160K - $173K
|
5.97K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
908+ 1.41% |
$158K - $170K
|
65.4K
$10.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
897+ 12.87% |
$156K - $168K
|
7.87K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
887+ 41.28% |
$155K - $166K
|
3.04K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
885+ 1.37% |
$154K - $166K
|
65.3K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
883+ 135.02% |
$154K - $166K
|
1.54K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
882+ 3.22% |
$154K - $165K
|
28.3K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
879+ 2.83% |
$153K - $165K
|
31.9K
$5.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
875+ 11.29% |
$152K - $164K
|
8.62K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
855+ 3.43% |
$149K - $160K
|
25.8K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
854+ 1.32% |
$149K - $160K
|
65.8K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
842+ 2.91% |
$147K - $158K
|
29.8K
$4.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
813+ 2.21% |
$142K - $153K
|
37.6K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
808+ 4.86% |
$141K - $152K
|
17.4K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
805+ 2.51% |
$140K - $151K
|
32.8K
$5.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
802+ 59.63% |
$140K - $150K
|
2.15K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
800+ 22.99% |
$139K - $150K
|
4.28K
$706K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
798+ 0.73% |
$139K - $150K
|
111K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
797+ 1.96% |
$139K - $150K
|
41.5K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
790+ 4.55% |
$138K - $148K
|
18.1K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
770+ 9.04% |
$134K - $144K
|
9.29K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
768+ 59.77% |
$134K - $144K
|
2.05K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
750+ 41.67% |
$131K - $141K
|
2.55K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
750+ 27.17% |
$131K - $141K
|
3.51K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
749+ 10.89% |
$130K - $141K
|
7.63K
$1.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
744+ 49.57% |
$130K - $140K
|
2.25K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
743+ 12.68% |
$129K - $139K
|
6.6K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
732+ 24.78% |
$128K - $137K
|
3.69K
$608K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
730New |
$127K - $137K
|
730
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
727New |
$127K - $136K
|
727
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
722+ 1.76% |
$126K - $135K
|
41.8K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
719New |
$125K - $135K
|
719
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
715+ 45.8% |
$125K - $134K
|
2.28K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
700+ 23.34% |
$122K - $131K
|
3.7K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
700+ 22.67% |
$122K - $131K
|
3.79K
$625K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
693+ 35.14% |
$121K - $130K
|
2.67K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
693+ 24.31% |
$121K - $130K
|
3.54K
$584K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
692+ 7.06% |
$121K - $130K
|
10.5K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
680+ 31.94% |
$118K - $128K
|
2.81K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
662New |
$115K - $124K
|
662
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
662+ 56.87% |
$115K - $124K
|
1.83K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
653+ 7.07% |
$114K - $123K
|
9.89K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
653+ 35.7% |
$114K - $123K
|
2.48K
$409K
|