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 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
43+ 3.81% |
$7.49K - $8.07K
|
1.17K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
43+ 0.34% |
$7.49K - $8.07K
|
12.5K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
42+ 0.29% |
$7.32K - $7.88K
|
14.4K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
42+ 0.07% |
$7.32K - $7.88K
|
62.6K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42+ 1.02% |
$7.32K - $7.88K
|
4.16K
$738K
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
41+ 1.11% |
$7.14K - $7.69K
|
3.74K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 2.58% |
$6.27K - $6.75K
|
1.43K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
36+ 0.03% |
$6.27K - $6.75K
|
106K
$18.9M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
36+ 2.02% |
$6.27K - $6.75K
|
1.82K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
35New |
$6.1K - $6.57K
|
35
$6.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34+ 1.04% |
$5.92K - $6.38K
|
3.29K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
34+ 0.8% |
$5.92K - $6.38K
|
4.28K
$760K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 0.22% |
$5.75K - $6.19K
|
15.1K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
33+ 0.36% |
$5.75K - $6.19K
|
9.23K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$5.58K - $6K
|
32
$5.68K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
32+ 1.08% |
$5.58K - $6K
|
3K
$533K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
31+ 1.71% |
$5.4K - $5.82K
|
1.84K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
31+ 0.83% |
$5.4K - $5.82K
|
3.76K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
31+ 0.2% |
$5.4K - $5.82K
|
15.9K
$2.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30+ 0.48% |
$5.23K - $5.63K
|
6.28K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
29+ 0.08% |
$5.05K - $5.44K
|
34.5K
$6.12M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
28+ 2.87% |
$4.88K - $5.25K
|
1K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27+ 4.8% |
$4.7K - $5.07K
|
590
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25+ 0.11% |
$4.36K - $4.69K
|
23.2K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
25+ 0.1% |
$4.36K - $4.69K
|
24.7K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
25+ 0.83% |
$4.36K - $4.69K
|
3.05K
$542K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
24+ 1.28% |
$4.18K - $4.5K
|
1.89K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22+ 1.57% |
$3.83K - $4.13K
|
1.42K
$253K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
21New |
$3.66K - $3.94K
|
21
$3.73K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
21New |
$3.66K - $3.94K
|
21
$3.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
21+ 0.8% |
$3.66K - $3.94K
|
2.65K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 0.34% |
$3.48K - $3.75K
|
5.84K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
20+ 0.37% |
$3.48K - $3.75K
|
5.43K
$964K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
19New |
$3.31K - $3.56K
|
19
$3.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
19+ 0.37% |
$3.31K - $3.56K
|
5.21K
$926K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
18+ 0.29% |
$3.14K - $3.38K
|
6.32K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16+ 3.36% |
$2.79K - $3K
|
492
$87.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16New |
$2.79K - $3K
|
16
$2.84K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
15+ 0.64% |
$2.61K - $2.81K
|
2.36K
$419K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14+ 0.26% |
$2.44K - $2.63K
|
5.42K
$963K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14+ 0.29% |
$2.44K - $2.63K
|
4.88K
$868K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
13+ 0.12% |
$2.26K - $2.44K
|
10.5K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.35% |
$2.26K - $2.44K
|
3.72K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12+ 0.94% |
$2.09K - $2.25K
|
1.28K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.34% |
$2.09K - $2.25K
|
3.53K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
12+ 0.34% |
$2.09K - $2.25K
|
3.58K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12+ 0.09% |
$2.09K - $2.25K
|
12.7K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
11+ 550.0% |
$1.92K - $2.06K
|
13
$2.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 1.03% |
$1.74K - $1.88K
|
981
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.35% |
$1.74K - $1.88K
|
2.9K
$515K
|