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 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-643- 5.33% |
$112K - $121K
|
11.4K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-644- 11.96% |
$112K - $121K
|
4.74K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-645- 11.37% |
$112K - $121K
|
5.03K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-675- 5.0% |
$118K - $127K
|
12.8K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-682- 20.1% |
$119K - $128K
|
2.71K
$485K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-690- 4.49% |
$120K - $129K
|
14.7K
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-692- 3.85% |
$121K - $130K
|
17.3K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-692- 10.86% |
$121K - $130K
|
5.68K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-698- 2.25% |
$122K - $131K
|
30.3K
$5.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-707- 3.63% |
$123K - $133K
|
18.8K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-709- 6.09% |
$124K - $133K
|
10.9K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-718- 5.51% |
$125K - $135K
|
12.3K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-723- 18.43% |
$126K - $136K
|
3.2K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-732- 2.33% |
$128K - $137K
|
30.7K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-748- 8.81% |
$130K - $140K
|
7.74K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-760- 10.64% |
$132K - $143K
|
6.38K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-773- 9.4% |
$135K - $145K
|
7.45K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-789- 3.34% |
$137K - $148K
|
22.8K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-804- 2.61% |
$140K - $151K
|
30K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-804- 3.72% |
$140K - $151K
|
20.8K
$3.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-814- 16.75% |
$142K - $153K
|
4.05K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-820- 8.26% |
$143K - $154K
|
9.1K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-831- 2.34% |
$145K - $156K
|
34.7K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-843- 2.54% |
$147K - $158K
|
32.4K
$5.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-844- 15.43% |
$147K - $158K
|
4.63K
$828K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-851- 35.08% |
$148K - $160K
|
1.58K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-854- 1.79% |
$149K - $160K
|
46.9K
$8.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-865- 2.94% |
$151K - $162K
|
28.6K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-887- 0.35% |
$155K - $166K
|
253K
$45.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-896- 4.17% |
$156K - $168K
|
20.6K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-924- 4.06% |
$161K - $173K
|
21.9K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-959- 0.81% |
$167K - $180K
|
117K
$20.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-974- 1.36% |
$170K - $183K
|
70.4K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-979- 2.29% |
$171K - $184K
|
41.7K
$7.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-987- 1.25% |
$172K - $185K
|
78K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1K- 43.79% |
$174K - $188K
|
1.29K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.02K- 4.49% |
$177K - $191K
|
21.6K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.03K- 21.93% |
$179K - $192K
|
3.65K
$653K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.03K- 10.87% |
$180K - $193K
|
8.46K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.04K- 4.66% |
$182K - $196K
|
21.3K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 16.33% |
$187K - $202K
|
5.51K
$986K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.08K- 2.04% |
$188K - $202K
|
51.6K
$9.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.08K- 8.02% |
$188K - $203K
|
12.4K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.08K- 5.84% |
$189K - $203K
|
17.5K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 7.33% |
$190K - $205K
|
13.8K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.13K- 28.24% |
$196K - $211K
|
2.86K
$511K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.13K- 6.18% |
$196K - $211K
|
17.1K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.14K- 2.98% |
$198K - $214K
|
37.1K
$6.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.14K- 2.07% |
$199K - $214K
|
53.9K
$9.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 6.86% |
$199K - $215K
|
15.5K
$2.78M
|