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 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-42- 3.02% |
$7.32K - $7.88K
|
1.35K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-44- 0.97% |
$7.67K - $8.26K
|
4.49K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-44- 2.9% |
$7.67K - $8.26K
|
1.47K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-45- 3.27% |
$7.84K - $8.44K
|
1.33K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45- 0.45% |
$7.84K - $8.44K
|
9.98K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46- 0.64% |
$8.01K - $8.63K
|
7.15K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-46- 2.5% |
$8.01K - $8.63K
|
1.8K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-48- 0.24% |
$8.36K - $9.01K
|
19.9K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-50- 3.89% |
$8.71K - $9.38K
|
1.24K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-50- 0.51% |
$8.71K - $9.38K
|
9.72K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-52- 0.64% |
$9.06K - $9.76K
|
8.13K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-53- 0.79% |
$9.23K - $9.94K
|
6.67K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 4.11% |
$9.58K - $10.3K
|
1.28K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-57- 2.9% |
$9.93K - $10.7K
|
1.91K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-63- 5.25% |
$11K - $11.8K
|
1.14K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-68- 0.77% |
$11.8K - $12.8K
|
8.82K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-69- 3.41% |
$12K - $12.9K
|
1.95K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-69- 2.29% |
$12K - $12.9K
|
2.95K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-70- 2.04% |
$12.2K - $13.1K
|
3.36K
$597K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-74- 1.91% |
$12.9K - $13.9K
|
3.8K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-75- 0.08% |
$13.1K - $14.1K
|
89.8K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-78- 1.45% |
$13.6K - $14.6K
|
5.31K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-80- 5.92% |
$13.9K - $15K
|
1.27K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-80- 0.49% |
$13.9K - $15K
|
16.2K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-81- 1.63% |
$14.1K - $15.2K
|
4.89K
$869K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-81- 0.65% |
$14.1K - $15.2K
|
12.3K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-83- 50.0% |
$14.5K - $15.6K
|
83
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-86- 0.84% |
$15K - $16.1K
|
10.1K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-87- 0.98% |
$15.2K - $16.3K
|
8.78K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-88- 0.93% |
$15.3K - $16.5K
|
9.39K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-90- 5.42% |
$15.7K - $16.9K
|
1.57K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-90- 0.05% |
$15.7K - $16.9K
|
192K
$34.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-91- 2.68% |
$15.9K - $17.1K
|
3.31K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-95- 2.79% |
$16.6K - $17.8K
|
3.31K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-99- 0.39% |
$17.2K - $18.6K
|
25K
$4.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-99- 2.9% |
$17.2K - $18.6K
|
3.32K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-99- 60.37% |
$17.2K - $18.6K
|
65
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-103- 0.78% |
$17.9K - $19.3K
|
13.1K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-104- 1.08% |
$18.1K - $19.5K
|
9.5K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-105- 1.16% |
$18.3K - $19.7K
|
8.94K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-105- 3.18% |
$18.3K - $19.7K
|
3.19K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-106- 1.74% |
$18.5K - $19.9K
|
5.99K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-110- 7.74% |
$19.2K - $20.6K
|
1.31K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-113- 1.42% |
$19.7K - $21.2K
|
7.86K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-115- 0.98% |
$20K - $21.6K
|
11.6K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-117- 2.12% |
$20.4K - $22K
|
5.4K
$959K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-121- 0.29% |
$21.1K - $22.7K
|
41K
$7.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-128- 14.75% |
$22.3K - $24K
|
740
$131K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-128- 1.49% |
$22.3K - $24K
|
8.45K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-129- 1.89% |
$22.5K - $24.2K
|
6.69K
$1.19M
|