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 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
470New |
$81.9K - $88.2K
|
470
$77.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
462+ 22.95% |
$80.5K - $86.7K
|
2.48K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
460+ 29.08% |
$80.1K - $86.3K
|
2.04K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
459+ 5.13% |
$80K - $86.1K
|
9.41K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
457+ 12.28% |
$79.6K - $85.7K
|
4.18K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
454+ 0.68% |
$79.1K - $85.2K
|
67.7K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
447+ 9.55% |
$77.9K - $83.9K
|
5.13K
$846K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
447+ 1.63% |
$77.9K - $83.9K
|
27.9K
$4.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
439+ 15.4% |
$76.5K - $82.4K
|
3.29K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
437+ 5.98% |
$76.1K - $82K
|
7.75K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
435+ 0.43% |
$75.8K - $81.6K
|
102K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
434+ 4.67% |
$75.6K - $81.4K
|
9.73K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
428+ 5.72% |
$74.6K - $80.3K
|
7.91K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
427+ 9.23% |
$74.4K - $80.1K
|
5.05K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
425+ 11.23% |
$74K - $79.7K
|
4.21K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
423+ 2.22% |
$73.7K - $79.4K
|
19.5K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
414+ 23.35% |
$72.1K - $77.7K
|
2.19K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
411+ 20.75% |
$71.6K - $77.1K
|
2.39K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
410+ 14.17% |
$71.4K - $76.9K
|
3.3K
$545K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
407+ 15.79% |
$70.9K - $76.4K
|
2.99K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
400+ 0.93% |
$69.7K - $75K
|
43.6K
$7.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
398+ 7.47% |
$69.3K - $74.7K
|
5.73K
$945K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
389+ 14.42% |
$67.8K - $73K
|
3.09K
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
380+ 28.64% |
$66.2K - $71.3K
|
1.71K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
377New |
$65.7K - $70.7K
|
377
$62.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
371+ 7.86% |
$64.6K - $69.6K
|
5.09K
$840K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
368+ 0.23% |
$64.1K - $69K
|
164K
$27M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
362+ 1.56% |
$63.1K - $67.9K
|
23.6K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
359+ 5.65% |
$62.5K - $67.4K
|
6.72K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
358+ 6.43% |
$62.4K - $67.2K
|
5.92K
$977K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
357+ 2.56% |
$62.2K - $67K
|
14.3K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
355+ 0.56% |
$61.8K - $66.6K
|
63.6K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
355New |
$61.8K - $66.6K
|
355
$58.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
353+ 14.74% |
$61.5K - $66.2K
|
2.75K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
352+ 13.84% |
$61.3K - $66K
|
2.9K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
351+ 18.36% |
$61.2K - $65.9K
|
2.26K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
346+ 20.05% |
$60.3K - $64.9K
|
2.07K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
343+ 7.99% |
$59.8K - $64.4K
|
4.64K
$764K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
341+ 15.64% |
$59.4K - $64K
|
2.52K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
339+ 1.05% |
$59.1K - $63.6K
|
32.8K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
337+ 19.05% |
$58.7K - $63.2K
|
2.11K
$347K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
325New |
$56.6K - $61K
|
325
$53.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
325+ 16.82% |
$56.6K - $61K
|
2.26K
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
315+ 18.95% |
$54.9K - $59.1K
|
1.98K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
313New |
$54.5K - $58.7K
|
313
$51.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
311+ 9.05% |
$54.2K - $58.3K
|
3.75K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
303+ 145.67% |
$52.8K - $56.8K
|
511
$84.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
300+ 4.28% |
$52.3K - $56.3K
|
7.31K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
300New |
$52.3K - $56.3K
|
300
$49.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
298+ 6.96% |
$51.9K - $55.9K
|
4.58K
$755K
|