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 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
75+ 3.56% |
$13.1K - $14.1K
|
2.18K
$359K
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
75+ 0.3% |
$13.1K - $14.1K
|
24.8K
$4.08M
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
72+ 3.95% |
$12.5K - $13.5K
|
1.9K
$313K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 7.24% |
$12.5K - $13.5K
|
1.07K
$176K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
70+ 4.36% |
$12.2K - $13.1K
|
1.68K
$276K
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 0.59% |
$12K - $12.9K
|
11.8K
$1.95M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
68+ 1.13% |
$11.8K - $12.8K
|
6.11K
$1.01M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
65New |
$11.3K - $12.2K
|
65
$10.7K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
64+ 1.52% |
$11.2K - $12K
|
4.27K
$704K
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
64+ 0.35% |
$11.2K - $12K
|
18.2K
$3.01M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
64+ 1.02% |
$11.2K - $12K
|
6.36K
$1.05M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63+ 1.59% |
$11K - $11.8K
|
4.03K
$665K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
63+ 1.34% |
$11K - $11.8K
|
4.77K
$787K
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
61+ 3.7% |
$10.6K - $11.4K
|
1.71K
$282K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.19% |
$10.3K - $11.1K
|
31.8K
$5.24M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
58+ 3.21% |
$10.1K - $10.9K
|
1.87K
$308K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
58+ 1.63% |
$10.1K - $10.9K
|
3.63K
$598K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 0.34% |
$9.76K - $10.5K
|
16.6K
$2.73M
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
56+ 0.57% |
$9.76K - $10.5K
|
9.9K
$1.63M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
56+ 2.0% |
$9.76K - $10.5K
|
2.86K
$471K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
56New |
$9.76K - $10.5K
|
56
$9.23K
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
55+ 0.91% |
$9.58K - $10.3K
|
6.12K
$1.01M
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
53New |
$9.23K - $9.94K
|
53
$8.74K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
53+ 0.64% |
$9.23K - $9.94K
|
8.37K
$1.38M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
53New |
$9.23K - $9.94K
|
53
$8.74K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
53New |
$9.23K - $9.94K
|
53
$8.74K
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
52New |
$9.06K - $9.76K
|
52
$8.57K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 31.29% |
$8.89K - $9.57K
|
214
$35.3K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51New |
$8.89K - $9.57K
|
51
$8.41K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 27.03% |
$8.71K - $9.38K
|
235
$38.8K
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
50+ 1.82% |
$8.71K - $9.38K
|
2.8K
$462K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
50+ 1.15% |
$8.71K - $9.38K
|
4.39K
$724K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
48+ 1.21% |
$8.36K - $9.01K
|
4.02K
$662K
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
48+ 0.87% |
$8.36K - $9.01K
|
5.59K
$922K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
47+ 11.03% |
$8.19K - $8.82K
|
473
$78K
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
43+ 3.81% |
$7.49K - $8.07K
|
1.17K
$193K
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
43+ 0.34% |
$7.49K - $8.07K
|
12.5K
$2.07M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
42+ 0.29% |
$7.32K - $7.88K
|
14.4K
$2.37M
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
42+ 0.07% |
$7.32K - $7.88K
|
62.6K
$10.3M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42+ 1.02% |
$7.32K - $7.88K
|
4.16K
$685K
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
41+ 1.11% |
$7.14K - $7.69K
|
3.74K
$616K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 2.58% |
$6.27K - $6.75K
|
1.43K
$236K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
36+ 0.03% |
$6.27K - $6.75K
|
106K
$17.5M
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
36+ 2.02% |
$6.27K - $6.75K
|
1.82K
$300K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
35New |
$6.1K - $6.57K
|
35
$5.77K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34+ 1.04% |
$5.92K - $6.38K
|
3.29K
$542K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
34+ 0.8% |
$5.92K - $6.38K
|
4.28K
$705K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 0.22% |
$5.75K - $6.19K
|
15.1K
$2.49M
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
33+ 0.36% |
$5.75K - $6.19K
|
9.23K
$1.52M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$5.58K - $6K
|
32
$5.28K
|