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
|
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
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
506+ 1.95% |
$88.2K - $94.9K
|
26.5K
$4.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
502+ 5.69% |
$87.5K - $94.2K
|
9.32K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
496+ 11.99% |
$86.4K - $93.1K
|
4.63K
$823K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
496+ 0.92% |
$86.4K - $93.1K
|
54.4K
$9.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
494+ 2.02% |
$86.1K - $92.7K
|
24.9K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
492+ 25.67% |
$85.7K - $92.3K
|
2.41K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
490+ 23.63% |
$85.4K - $91.9K
|
2.56K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
489+ 14.43% |
$85.2K - $91.7K
|
3.88K
$689K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
488New |
$85K - $91.6K
|
488
$86.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
487+ 3.34% |
$84.8K - $91.4K
|
15.1K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
486New |
$84.7K - $91.2K
|
486
$86.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
480+ 4.3% |
$83.6K - $90.1K
|
11.6K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
478+ 16.05% |
$83.3K - $89.7K
|
3.46K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
470New |
$81.9K - $88.2K
|
470
$83.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
462+ 22.95% |
$80.5K - $86.7K
|
2.48K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
460+ 29.08% |
$80.1K - $86.3K
|
2.04K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
459+ 5.13% |
$80K - $86.1K
|
9.41K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
457+ 12.28% |
$79.6K - $85.7K
|
4.18K
$743K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
454+ 0.68% |
$79.1K - $85.2K
|
67.7K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
447+ 9.55% |
$77.9K - $83.9K
|
5.13K
$911K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
447+ 1.63% |
$77.9K - $83.9K
|
27.9K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
439+ 15.4% |
$76.5K - $82.4K
|
3.29K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
437+ 5.98% |
$76.1K - $82K
|
7.75K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
435+ 0.43% |
$75.8K - $81.6K
|
102K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
434+ 4.67% |
$75.6K - $81.4K
|
9.73K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
428+ 5.72% |
$74.6K - $80.3K
|
7.91K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
427+ 9.23% |
$74.4K - $80.1K
|
5.05K
$898K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
425+ 11.23% |
$74K - $79.7K
|
4.21K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
423+ 2.22% |
$73.7K - $79.4K
|
19.5K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
414+ 23.35% |
$72.1K - $77.7K
|
2.19K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
411+ 20.75% |
$71.6K - $77.1K
|
2.39K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
410+ 14.17% |
$71.4K - $76.9K
|
3.3K
$587K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
407+ 15.79% |
$70.9K - $76.4K
|
2.99K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
400+ 0.93% |
$69.7K - $75K
|
43.6K
$7.74M
|
|
|
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
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
380+ 28.64% |
$66.2K - $71.3K
|
1.71K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
377New |
$65.7K - $70.7K
|
377
$67K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
371+ 7.86% |
$64.6K - $69.6K
|
5.09K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
368+ 0.23% |
$64.1K - $69K
|
164K
$29.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
362+ 1.56% |
$63.1K - $67.9K
|
23.6K
$4.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
359+ 5.65% |
$62.5K - $67.4K
|
6.72K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
358+ 6.43% |
$62.4K - $67.2K
|
5.92K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
357+ 2.56% |
$62.2K - $67K
|
14.3K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
355+ 0.56% |
$61.8K - $66.6K
|
63.6K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
355New |
$61.8K - $66.6K
|
355
$63.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
353+ 14.74% |
$61.5K - $66.2K
|
2.75K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
352+ 13.84% |
$61.3K - $66K
|
2.9K
$514K
|