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 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.15K- 4.76% |
$200K - $215K
|
23K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.15K- 2.73% |
$200K - $215K
|
41K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.15K- 1.8% |
$201K - $216K
|
62.9K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 41.87% |
$205K - $220K
|
1.63K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.19K- 9.78% |
$206K - $222K
|
10.9K
$1.96M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.25K- 11.07% |
$218K - $235K
|
10K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 24.07% |
$224K - $241K
|
4.06K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 4.7% |
$232K - $250K
|
27K
$4.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.34K- 20.77% |
$233K - $251K
|
5.1K
$912K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.44K- 24.11% |
$250K - $269K
|
4.52K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.45K- 1.22% |
$252K - $272K
|
117K
$20.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.45K- 2.83% |
$253K - $272K
|
49.9K
$8.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.47K- 1.54% |
$257K - $277K
|
94.3K
$16.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.48K- 11.51% |
$258K - $278K
|
11.4K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.48K- 33.97% |
$258K - $278K
|
2.88K
$516K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.49K- 1.52% |
$260K - $280K
|
96.5K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.57K- 2.28% |
$273K - $294K
|
67.1K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.57K- 10.56% |
$274K - $295K
|
13.3K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.59K- 0.44% |
$276K - $298K
|
358K
$64.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 0.45% |
$280K - $302K
|
355K
$63.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.61K- 10.35% |
$280K - $302K
|
13.9K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.65K- 3.19% |
$287K - $309K
|
49.9K
$8.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.67K- 17.19% |
$291K - $313K
|
8.04K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.7K- 5.55% |
$296K - $318K
|
28.9K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.7K- 9.8% |
$296K - $319K
|
15.7K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.7K- 9.46% |
$297K - $320K
|
16.3K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.72K- 0.91% |
$300K - $323K
|
186K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.72K- 30.77% |
$300K - $323K
|
3.88K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.75K- 1.55% |
$305K - $328K
|
111K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.75K- 3.88% |
$305K - $329K
|
43.4K
$7.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.77K- 0.94% |
$308K - $331K
|
187K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.82K- 4.08% |
$317K - $341K
|
42.8K
$7.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.88K- 13.89% |
$328K - $353K
|
11.7K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.92K- 13.39% |
$334K - $359K
|
12.4K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.95K- 1.77% |
$339K - $365K
|
108K
$19.4M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.96K- 45.48% |
$341K - $368K
|
2.35K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.98K- 1.92% |
$345K - $371K
|
101K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.01K- 44.82% |
$351K - $378K
|
2.48K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.06K- 2.39% |
$358K - $386K
|
83.8K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.08K- 12.48% |
$363K - $391K
|
14.6K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.19K- 6.85% |
$382K - $411K
|
29.8K
$5.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-2.24K- 13.12% |
$390K - $420K
|
14.8K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.27K- 8.86% |
$395K - $426K
|
23.3K
$4.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.28K- 4.24% |
$397K - $427K
|
51.5K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.4K- 5.9% |
$417K - $449K
|
38.2K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 5.92% |
$418K - $450K
|
38.1K
$6.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.4K- 4.79% |
$419K - $451K
|
47.7K
$8.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.46K- 3.39% |
$428K - $461K
|
70.2K
$12.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.46K- 10.14% |
$429K - $462K
|
21.8K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.53K- 36.15% |
$440K - $474K
|
4.46K
$799K
|