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 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-851- 35.08% |
$148K - $160K
|
1.58K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-854- 1.79% |
$149K - $160K
|
46.9K
$7.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-865- 2.94% |
$151K - $162K
|
28.6K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-887- 0.35% |
$155K - $166K
|
253K
$41.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-896- 4.17% |
$156K - $168K
|
20.6K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-924- 4.06% |
$161K - $173K
|
21.9K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-959- 0.81% |
$167K - $180K
|
117K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-974- 1.36% |
$170K - $183K
|
70.4K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-979- 2.29% |
$171K - $184K
|
41.7K
$6.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-987- 1.25% |
$172K - $185K
|
78K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1K- 43.79% |
$174K - $188K
|
1.29K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.02K- 4.49% |
$177K - $191K
|
21.6K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.03K- 21.93% |
$179K - $192K
|
3.65K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.03K- 10.87% |
$180K - $193K
|
8.46K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.04K- 4.66% |
$182K - $196K
|
21.3K
$3.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 16.33% |
$187K - $202K
|
5.51K
$909K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.08K- 2.04% |
$188K - $202K
|
51.6K
$8.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.08K- 8.02% |
$188K - $203K
|
12.4K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.08K- 5.84% |
$189K - $203K
|
17.5K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 7.33% |
$190K - $205K
|
13.8K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.13K- 28.24% |
$196K - $211K
|
2.86K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.13K- 6.18% |
$196K - $211K
|
17.1K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.14K- 2.98% |
$198K - $214K
|
37.1K
$6.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.14K- 2.07% |
$199K - $214K
|
53.9K
$8.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 6.86% |
$199K - $215K
|
15.5K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.15K- 4.76% |
$200K - $215K
|
23K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.15K- 2.73% |
$200K - $215K
|
41K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.15K- 1.8% |
$201K - $216K
|
62.9K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 41.87% |
$205K - $220K
|
1.63K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.19K- 9.78% |
$206K - $222K
|
10.9K
$1.8M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.25K- 11.07% |
$218K - $235K
|
10K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 24.07% |
$224K - $241K
|
4.06K
$669K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 4.7% |
$232K - $250K
|
27K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.34K- 20.77% |
$233K - $251K
|
5.1K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.44K- 24.11% |
$250K - $269K
|
4.52K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.45K- 1.22% |
$252K - $272K
|
117K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.45K- 2.83% |
$253K - $272K
|
49.9K
$8.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.47K- 1.54% |
$257K - $277K
|
94.3K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.48K- 11.51% |
$258K - $278K
|
11.4K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.48K- 33.97% |
$258K - $278K
|
2.88K
$475K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.49K- 1.52% |
$260K - $280K
|
96.5K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.57K- 2.28% |
$273K - $294K
|
67.1K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.57K- 10.56% |
$274K - $295K
|
13.3K
$2.19M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.58K- 43.61% |
$275K - $296K
|
2.04K
$336K
|
|
|
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
$59.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 0.45% |
$280K - $302K
|
355K
$58.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.61K- 10.35% |
$280K - $302K
|
13.9K
$2.3M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.62K- 56.5% |
$283K - $304K
|
1.25K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.65K- 3.19% |
$287K - $309K
|
49.9K
$8.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.67K- 17.19% |
$291K - $313K
|
8.04K
$1.33M
|