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
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
597+ 3.18% |
$104K - $112K
|
19.4K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
596+ 5.96% |
$104K - $112K
|
10.6K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
594+ 18.77% |
$103K - $111K
|
3.76K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
585+ 2.71% |
$102K - $110K
|
22.2K
$3.97M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
583+ 7.97% |
$102K - $109K
|
7.9K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
582+ 5.04% |
$101K - $109K
|
12.1K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
571+ 8.03% |
$99.5K - $107K
|
7.68K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
571+ 28.79% |
$99.5K - $107K
|
2.55K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
567+ 9.77% |
$98.8K - $106K
|
6.37K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
557New |
$97K - $105K
|
557
$99.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
556+ 4.2% |
$96.9K - $104K
|
13.8K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
549New |
$95.6K - $103K
|
549
$98.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
541+ 236.24% |
$94.3K - $102K
|
770
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
539+ 4.62% |
$93.9K - $101K
|
12.2K
$2.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
536+ 7.27% |
$93.4K - $101K
|
7.91K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
534+ 1.25% |
$93K - $100K
|
43.1K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
525+ 17.07% |
$91.5K - $98.5K
|
3.6K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
521+ 1.38% |
$90.8K - $97.8K
|
38.2K
$6.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
520+ 4.69% |
$90.6K - $97.6K
|
11.6K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
520+ 25.47% |
$90.6K - $97.6K
|
2.56K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
517+ 243.87% |
$90.1K - $97K
|
729
$130K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
515+ 40.74% |
$89.7K - $96.6K
|
1.78K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
506+ 1.95% |
$88.2K - $94.9K
|
26.5K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
502+ 5.69% |
$87.5K - $94.2K
|
9.32K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
496+ 11.99% |
$86.4K - $93.1K
|
4.63K
$829K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
496+ 0.92% |
$86.4K - $93.1K
|
54.4K
$9.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
494+ 2.02% |
$86.1K - $92.7K
|
24.9K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
492+ 25.67% |
$85.7K - $92.3K
|
2.41K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
490+ 23.63% |
$85.4K - $91.9K
|
2.56K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
489+ 14.43% |
$85.2K - $91.7K
|
3.88K
$694K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
488New |
$85K - $91.6K
|
488
$87.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
487+ 3.34% |
$84.8K - $91.4K
|
15.1K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
486New |
$84.7K - $91.2K
|
486
$86.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
480+ 4.3% |
$83.6K - $90.1K
|
11.6K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
478+ 16.05% |
$83.3K - $89.7K
|
3.46K
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
470New |
$81.9K - $88.2K
|
470
$84.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
462+ 22.95% |
$80.5K - $86.7K
|
2.48K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
460+ 29.08% |
$80.1K - $86.3K
|
2.04K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
459+ 5.13% |
$80K - $86.1K
|
9.41K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
457+ 12.28% |
$79.6K - $85.7K
|
4.18K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
454+ 0.68% |
$79.1K - $85.2K
|
67.7K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
447+ 9.55% |
$77.9K - $83.9K
|
5.13K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
447+ 1.63% |
$77.9K - $83.9K
|
27.9K
$5M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
439+ 15.4% |
$76.5K - $82.4K
|
3.29K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
437+ 5.98% |
$76.1K - $82K
|
7.75K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
435+ 0.43% |
$75.8K - $81.6K
|
102K
$18.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
434+ 4.67% |
$75.6K - $81.4K
|
9.73K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
428+ 5.72% |
$74.6K - $80.3K
|
7.91K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
427+ 9.23% |
$74.4K - $80.1K
|
5.05K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
425+ 11.23% |
$74K - $79.7K
|
4.21K
$753K
|