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 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
18+ 0.29% |
$3.14K - $3.38K
|
6.32K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16+ 3.36% |
$2.79K - $3K
|
492
$88K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16New |
$2.79K - $3K
|
16
$2.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
15+ 0.64% |
$2.61K - $2.81K
|
2.36K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14+ 0.26% |
$2.44K - $2.63K
|
5.42K
$970K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14+ 0.29% |
$2.44K - $2.63K
|
4.88K
$874K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
13+ 0.12% |
$2.26K - $2.44K
|
10.5K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.35% |
$2.26K - $2.44K
|
3.72K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12+ 0.94% |
$2.09K - $2.25K
|
1.28K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.34% |
$2.09K - $2.25K
|
3.53K
$631K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
12+ 0.34% |
$2.09K - $2.25K
|
3.58K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12+ 0.09% |
$2.09K - $2.25K
|
12.7K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
11+ 550.0% |
$1.92K - $2.06K
|
13
$2.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 1.03% |
$1.74K - $1.88K
|
981
$176K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.35% |
$1.74K - $1.88K
|
2.9K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
10+ 0.28% |
$1.74K - $1.88K
|
3.59K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10+ 0.27% |
$1.74K - $1.88K
|
3.65K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.07% |
$1.39K - $1.5K
|
10.9K
$1.96M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7+ 1.72% |
$1.22K - $1.31K
|
413
$73.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.36% |
$1.22K - $1.31K
|
1.94K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.36% |
$1.22K - $1.31K
|
1.95K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.24% |
$1.22K - $1.31K
|
2.91K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
7+ 0.26% |
$1.22K - $1.31K
|
2.7K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.13% |
$1.22K - $1.31K
|
5.33K
$953K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6+ 0.29% |
$1.05K - $1.13K
|
2.06K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5+ 0.33% |
$871 - $938
|
1.5K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.36% |
$871 - $938
|
1.4K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.37% |
$871 - $938
|
1.34K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5+ 0.19% |
$871 - $938
|
2.66K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.07% |
$871 - $938
|
7.1K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5+ 0.18% |
$871 - $938
|
2.73K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5+ 0.28% |
$871 - $938
|
1.79K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4+ 0.31% |
$697 - $750
|
1.31K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.26% |
$697 - $750
|
1.57K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.23% |
$697 - $750
|
1.71K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$697 - $750
|
1.65K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.31% |
$697 - $750
|
1.29K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.19% |
$697 - $750
|
2.08K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$697 - $750
|
2.4K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4+ 0.34% |
$697 - $750
|
1.18K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.11% |
$697 - $750
|
3.49K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.29% |
$697 - $750
|
1.37K
$245K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.32% |
$523 - $563
|
930
$166K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 3.3% |
$523 - $563
|
94
$16.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.18% |
$523 - $563
|
1.63K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3+ 0.05% |
$523 - $563
|
5.75K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.15% |
$523 - $563
|
2.02K
$360K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.33% |
$348 - $375
|
616
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$348 - $375
|
3.9K
$698K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.1% |
$348 - $375
|
1.97K
$352K
|