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 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-6.02K- 11.3% |
$1.05M - $1.13M
|
47.2K
$8.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.67K- 13.95% |
$1.16M - $1.25M
|
41.1K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.84K- 10.85% |
$1.19M - $1.28M
|
56.2K
$9.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-7.4K- 25.04% |
$1.29M - $1.39M
|
22.2K
$3.94M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-7.67K- 86.13% |
$1.34M - $1.44M
|
1.24K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.76K- 36.91% |
$1.35M - $1.45M
|
13.3K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.34K- 1.89% |
$1.45M - $1.56M
|
432K
$76.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.45K- 5.61% |
$1.47M - $1.58M
|
142K
$25.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.45K- 25.63% |
$1.47M - $1.59M
|
24.5K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-8.68K- 86.74% |
$1.51M - $1.63M
|
1.33K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.69K- 2.89% |
$1.51M - $1.63M
|
292K
$51.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-8.83K- 5.04% |
$1.54M - $1.66M
|
166K
$29.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-8.91K- 22.93% |
$1.55M - $1.67M
|
29.9K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.22K- 5.73% |
$1.61M - $1.73M
|
152K
$27M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.77K- 59.28% |
$1.7M - $1.83M
|
6.71K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9.92K- 40.68% |
$1.73M - $1.86M
|
14.5K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-10.9K- 40.51% |
$1.9M - $2.05M
|
16K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.9K- 29.0% |
$1.91M - $2.05M
|
26.8K
$4.76M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-11.1K- 7.17% |
$1.93M - $2.07M
|
143K
$25.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.2K- 81.03% |
$1.95M - $2.1M
|
2.62K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-11.3K- 71.5% |
$1.97M - $2.12M
|
4.51K
$802K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.5K- 4.29% |
$2.01M - $2.17M
|
258K
$45.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-11.8K- 8.09% |
$2.06M - $2.22M
|
134K
$23.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 44.64% |
$2.08M - $2.24M
|
14.8K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-12.2K- 3.54% |
$2.13M - $2.29M
|
333K
$59.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12.4K- 18.75% |
$2.16M - $2.32M
|
53.6K
$9.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.4K- 88.63% |
$2.17M - $2.33M
|
1.6K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.5K- 7.04% |
$2.17M - $2.34M
|
165K
$29.2M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 56.49% |
$2.19M - $2.36M
|
9.67K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.7K- 59.73% |
$2.22M - $2.39M
|
8.57K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-12.8K- 12.64% |
$2.24M - $2.41M
|
88.7K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-13.1K- 24.17% |
$2.28M - $2.46M
|
41.1K
$7.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-13.8K- 33.23% |
$2.4M - $2.59M
|
27.7K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.9K- 25.07% |
$2.42M - $2.61M
|
41.6K
$7.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.4K- 5.05% |
$2.51M - $2.7M
|
271K
$48.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.9% |
$2.53M - $2.72M
|
14
$2.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-15.6K- 67.95% |
$2.72M - $2.93M
|
7.37K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-15.8K- 12.87% |
$2.75M - $2.96M
|
107K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.9K- 88.35% |
$2.77M - $2.99M
|
2.1K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-16K- 44.5% |
$2.79M - $3M
|
20K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.3K- 35.8% |
$2.83M - $3.05M
|
29.2K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-17.2K- 86.33% |
$2.99M - $3.22M
|
2.72K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 13.11% |
$3M - $3.23M
|
114K
$20.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-17.3K- 7.28% |
$3.01M - $3.24M
|
220K
$39.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.4K- 25.11% |
$3.03M - $3.26M
|
51.9K
$9.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.4K- 26.44% |
$3.04M - $3.27M
|
48.5K
$8.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-17.5K- 33.93% |
$3.05M - $3.29M
|
34.1K
$6.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.6K- 34.28% |
$3.06M - $3.3M
|
33.7K
$5.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-19.5K- 29.07% |
$3.4M - $3.66M
|
47.6K
$8.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.8K- 51.5% |
$3.44M - $3.71M
|
18.6K
$3.31M
|