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 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
423+ 2.22% |
$73.7K - $79.4K
|
19.5K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
414+ 23.35% |
$72.1K - $77.7K
|
2.19K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
411+ 20.75% |
$71.6K - $77.1K
|
2.39K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
410+ 14.17% |
$71.4K - $76.9K
|
3.3K
$591K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
407+ 15.79% |
$70.9K - $76.4K
|
2.99K
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
400+ 0.93% |
$69.7K - $75K
|
43.6K
$7.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
398+ 7.47% |
$69.3K - $74.7K
|
5.73K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
389+ 14.42% |
$67.8K - $73K
|
3.09K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
380+ 28.64% |
$66.2K - $71.3K
|
1.71K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
377New |
$65.7K - $70.7K
|
377
$67.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
371+ 7.86% |
$64.6K - $69.6K
|
5.09K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
368+ 0.23% |
$64.1K - $69K
|
164K
$29.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
362+ 1.56% |
$63.1K - $67.9K
|
23.6K
$4.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
359+ 5.65% |
$62.5K - $67.4K
|
6.72K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
358+ 6.43% |
$62.4K - $67.2K
|
5.92K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
357+ 2.56% |
$62.2K - $67K
|
14.3K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
355+ 0.56% |
$61.8K - $66.6K
|
63.6K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
355New |
$61.8K - $66.6K
|
355
$63.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
353+ 14.74% |
$61.5K - $66.2K
|
2.75K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
352+ 13.84% |
$61.3K - $66K
|
2.9K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
351+ 18.36% |
$61.2K - $65.9K
|
2.26K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
346+ 20.05% |
$60.3K - $64.9K
|
2.07K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
343+ 7.99% |
$59.8K - $64.4K
|
4.64K
$829K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
341+ 15.64% |
$59.4K - $64K
|
2.52K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
339+ 1.05% |
$59.1K - $63.6K
|
32.8K
$5.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
337+ 19.05% |
$58.7K - $63.2K
|
2.11K
$377K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
325New |
$56.6K - $61K
|
325
$58.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
325+ 16.82% |
$56.6K - $61K
|
2.26K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
315+ 18.95% |
$54.9K - $59.1K
|
1.98K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
313New |
$54.5K - $58.7K
|
313
$56K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
311+ 9.05% |
$54.2K - $58.3K
|
3.75K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
303+ 145.67% |
$52.8K - $56.8K
|
511
$91.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
300+ 4.28% |
$52.3K - $56.3K
|
7.31K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
300New |
$52.3K - $56.3K
|
300
$53.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
298+ 6.96% |
$51.9K - $55.9K
|
4.58K
$820K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
292+ 0.29% |
$50.9K - $54.8K
|
99.4K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
289+ 3.14% |
$50.3K - $54.2K
|
9.5K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
287+ 16.73% |
$50K - $53.8K
|
2K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
285+ 6.47% |
$49.7K - $53.5K
|
4.69K
$839K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
280+ 5.44% |
$48.8K - $52.5K
|
5.43K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
277+ 7.67% |
$48.3K - $52K
|
3.89K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
275+ 3.8% |
$47.9K - $51.6K
|
7.52K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
274New |
$47.7K - $51.4K
|
274
$49K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
273+ 0.88% |
$47.6K - $51.2K
|
31.3K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
273+ 9.33% |
$47.6K - $51.2K
|
3.2K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
270+ 11.04% |
$47K - $50.7K
|
2.72K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
268+ 1.5% |
$46.7K - $50.3K
|
18.1K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
262+ 5.15% |
$45.6K - $49.2K
|
5.35K
$957K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
260+ 10.92% |
$45.3K - $48.8K
|
2.64K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
258+ 6.28% |
$44.9K - $48.4K
|
4.37K
$781K
|