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 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
727New |
$127K - $136K
|
727
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
722+ 1.76% |
$126K - $135K
|
41.8K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
719New |
$125K - $135K
|
719
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
715+ 45.8% |
$125K - $134K
|
2.28K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
700+ 23.34% |
$122K - $131K
|
3.7K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
700+ 22.67% |
$122K - $131K
|
3.79K
$673K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
693+ 35.14% |
$121K - $130K
|
2.67K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
693+ 24.31% |
$121K - $130K
|
3.54K
$630K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
692+ 7.06% |
$121K - $130K
|
10.5K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
680+ 31.94% |
$118K - $128K
|
2.81K
$499K
|
|
|
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
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
653+ 7.07% |
$114K - $123K
|
9.89K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
653+ 35.7% |
$114K - $123K
|
2.48K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
652+ 10.1% |
$114K - $122K
|
7.11K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
650+ 0.7% |
$113K - $122K
|
93.5K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
649+ 24.85% |
$113K - $122K
|
3.26K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
647+ 18.03% |
$113K - $121K
|
4.24K
$753K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
646+ 26.02% |
$113K - $121K
|
3.13K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
645+ 0.81% |
$112K - $121K
|
80.6K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
642+ 5.7% |
$112K - $120K
|
11.9K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
640+ 2.75% |
$112K - $120K
|
23.9K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
637+ 43.75% |
$111K - $120K
|
2.09K
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
629+ 4.94% |
$110K - $118K
|
13.4K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
623+ 0.51% |
$109K - $117K
|
123K
$21.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
615+ 23.4% |
$107K - $115K
|
3.24K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
615New |
$107K - $115K
|
615
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
610New |
$106K - $114K
|
610
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
603+ 23.23% |
$105K - $113K
|
3.2K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
601+ 1.71% |
$105K - $113K
|
35.8K
$6.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
597+ 3.18% |
$104K - $112K
|
19.4K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
596+ 5.96% |
$104K - $112K
|
10.6K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
594+ 18.77% |
$103K - $111K
|
3.76K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
585+ 2.71% |
$102K - $110K
|
22.2K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
583+ 7.97% |
$102K - $109K
|
7.9K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
582+ 5.04% |
$101K - $109K
|
12.1K
$2.15M
|
|
|
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
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
567+ 9.77% |
$98.8K - $106K
|
6.37K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
557New |
$97K - $105K
|
557
$99K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
556+ 4.2% |
$96.9K - $104K
|
13.8K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
549New |
$95.6K - $103K
|
549
$97.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
541+ 236.24% |
$94.3K - $102K
|
770
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
539+ 4.62% |
$93.9K - $101K
|
12.2K
$2.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
536+ 7.27% |
$93.4K - $101K
|
7.91K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
534+ 1.25% |
$93K - $100K
|
43.1K
$7.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
525+ 17.07% |
$91.5K - $98.5K
|
3.6K
$640K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
521+ 1.38% |
$90.8K - $97.8K
|
38.2K
$6.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
520+ 4.69% |
$90.6K - $97.6K
|
11.6K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
520+ 25.47% |
$90.6K - $97.6K
|
2.56K
$455K
|