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 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
190New |
$33.1K - $35.6K
|
190
$33.8K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
190+ 5.05% |
$33.1K - $35.6K
|
3.95K
$702K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
184+ 0.21% |
$32.1K - $34.5K
|
87.1K
$15.5M
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
184+ 1.59% |
$32.1K - $34.5K
|
11.8K
$2.09M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 50.41% |
$32.1K - $34.5K
|
549
$97.5K
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
181+ 2.7% |
$31.5K - $34K
|
6.9K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
180New |
$31.4K - $33.8K
|
180
$32K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
179+ 15.3% |
$31.2K - $33.6K
|
1.35K
$240K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
178+ 8.77% |
$31K - $33.4K
|
2.21K
$392K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
178+ 0.37% |
$31K - $33.4K
|
48.2K
$8.57M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 13.81% |
$30.7K - $33K
|
1.45K
$258K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
173+ 6.62% |
$30.1K - $32.5K
|
2.79K
$495K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
173+ 3.29% |
$30.1K - $32.5K
|
5.43K
$964K
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
167New |
$29.1K - $31.3K
|
167
$29.7K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
166New |
$28.9K - $31.1K
|
166
$29.5K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
165+ 2.61% |
$28.7K - $31K
|
6.49K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
160+ 4.94% |
$27.9K - $30K
|
3.4K
$604K
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
156+ 6.4% |
$27.2K - $29.3K
|
2.6K
$461K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
155+ 1.11% |
$27K - $29.1K
|
14.1K
$2.5M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
152New |
$26.5K - $28.5K
|
152
$27K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
150+ 9.65% |
$26.1K - $28.1K
|
1.71K
$303K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 7.62% |
$26.1K - $28.1K
|
2.12K
$376K
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
150+ 6.35% |
$26.1K - $28.1K
|
2.51K
$446K
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
150+ 1.44% |
$26.1K - $28.1K
|
10.6K
$1.88M
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
146+ 0.8% |
$25.4K - $27.4K
|
18.3K
$3.25M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
134+ 0.19% |
$23.3K - $25.1K
|
69.8K
$12.4M
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
133New |
$23.2K - $25K
|
133
$23.6K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
130+ 11.56% |
$22.6K - $24.4K
|
1.26K
$223K
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
129+ 1.98% |
$22.5K - $24.2K
|
6.64K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
125+ 3.27% |
$21.8K - $23.5K
|
3.95K
$702K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
125+ 0.48% |
$21.8K - $23.5K
|
26.4K
$4.68M
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
123+ 4.59% |
$21.4K - $23.1K
|
2.8K
$497K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
119+ 0.35% |
$20.7K - $22.3K
|
34.1K
$6.06M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
117+ 4.0% |
$20.4K - $22K
|
3.04K
$540K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
116+ 0.3% |
$20.2K - $21.8K
|
38.9K
$6.91M
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
116+ 9.67% |
$20.2K - $21.8K
|
1.32K
$234K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
116New |
$20.2K - $21.8K
|
116
$20.6K
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
114+ 1.06% |
$19.9K - $21.4K
|
10.8K
$1.93M
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
113+ 7.37% |
$19.7K - $21.2K
|
1.65K
$292K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
113+ 2.55% |
$19.7K - $21.2K
|
4.54K
$807K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
113New |
$19.7K - $21.2K
|
113
$20.1K
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111+ 2.26% |
$19.3K - $20.8K
|
5.02K
$892K
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
111+ 0.77% |
$19.3K - $20.8K
|
14.6K
$2.59M
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
111+ 5.66% |
$19.3K - $20.8K
|
2.07K
$368K
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
109+ 7.03% |
$19K - $20.5K
|
1.66K
$295K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
105+ 5.9% |
$18.3K - $19.7K
|
1.89K
$335K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
104New |
$18.1K - $19.5K
|
104
$18.5K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
103+ 7.94% |
$17.9K - $19.3K
|
1.4K
$249K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
103+ 31.4% |
$17.9K - $19.3K
|
431
$76.6K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$17.4K - $18.8K
|
100
$17.8K
|