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 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.22% |
$174 - $188
|
454
$80.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.2% |
$174 - $188
|
490
$87K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$174 - $188
|
1.4K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-5- 0.31% |
$871 - $938
|
1.63K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-5- 0.17% |
$871 - $938
|
2.93K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-6- 1.4% |
$1.05K - $1.13K
|
423
$75.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-7- 0.23% |
$1.22K - $1.31K
|
3.05K
$542K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7- 0.47% |
$1.22K - $1.31K
|
1.48K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 0.11% |
$1.22K - $1.31K
|
6.41K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.49% |
$1.22K - $1.31K
|
1.43K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7- 0.11% |
$1.22K - $1.31K
|
6.28K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7- 0.16% |
$1.22K - $1.31K
|
4.31K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 0.72% |
$1.57K - $1.69K
|
1.24K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-9- 0.03% |
$1.57K - $1.69K
|
26K
$4.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.47% |
$1.74K - $1.88K
|
2.11K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-10- 0.69% |
$1.74K - $1.88K
|
1.44K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 0.38% |
$1.92K - $2.06K
|
2.86K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-11- 0.6% |
$1.92K - $2.06K
|
1.82K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-12- 0.57% |
$2.09K - $2.25K
|
2.11K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 33.33% |
$2.09K - $2.25K
|
24
$4.26K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-14- 0.02% |
$2.44K - $2.63K
|
82.2K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-14- 48.28% |
$2.44K - $2.63K
|
15
$2.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15- 0.14% |
$2.61K - $2.81K
|
10.7K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16- 0.77% |
$2.79K - $3K
|
2.06K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 0.23% |
$2.96K - $3.19K
|
7.27K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-18- 0.88% |
$3.14K - $3.38K
|
2.02K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-18- 0.04% |
$3.14K - $3.38K
|
50.4K
$8.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-19- 1.04% |
$3.31K - $3.56K
|
1.81K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-19- 0.25% |
$3.31K - $3.56K
|
7.65K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-19- 0.4% |
$3.31K - $3.56K
|
4.73K
$840K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-20- 0.99% |
$3.48K - $3.75K
|
2K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-21- 1.52% |
$3.66K - $3.94K
|
1.37K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-22- 0.24% |
$3.83K - $4.13K
|
8.98K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-24- 0.18% |
$4.18K - $4.5K
|
13.1K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.03% |
$4.36K - $4.69K
|
84.9K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-25- 0.17% |
$4.36K - $4.69K
|
14.6K
$2.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.82% |
$4.36K - $4.69K
|
1.35K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-26- 23.64% |
$4.53K - $4.88K
|
84
$14.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-27- 0.39% |
$4.7K - $5.07K
|
6.85K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-27- 0.07% |
$4.7K - $5.07K
|
40.2K
$7.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-28- 0.49% |
$4.88K - $5.25K
|
5.63K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-29- 32.58% |
$5.05K - $5.44K
|
60
$10.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.22% |
$5.23K - $5.63K
|
13.4K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 63.27% |
$5.4K - $5.82K
|
18
$3.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-35- 0.54% |
$6.1K - $6.57K
|
6.48K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-36- 2.28% |
$6.27K - $6.75K
|
1.54K
$274K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 1.33% |
$6.27K - $6.75K
|
2.67K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-39- 0.72% |
$6.79K - $7.32K
|
5.39K
$957K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-40- 2.38% |
$6.97K - $7.5K
|
1.64K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.19% |
$6.97K - $7.5K
|
21.3K
$3.78M
|