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 |
---|---|---|---|---|---|---|---|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
9.39KNew |
$1.64M - $1.76M
|
9.39K
$1.67M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
9.18KNew |
$1.6M - $1.72M
|
9.18K
$1.63M
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
9.15KNew |
$1.59M - $1.72M
|
9.15K
$1.62M
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
9.14K+ 5.35% |
$1.59M - $1.71M
|
180K
$32M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.13K+ 39.89% |
$1.59M - $1.71M
|
32K
$5.69M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.06K+ 153.3% |
$1.58M - $1.7M
|
15K
$2.66M
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
9.04KNew |
$1.57M - $1.7M
|
9.04K
$1.61M
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
9.01K+ 2.6% |
$1.57M - $1.69M
|
355K
$63.1M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9KNew |
$1.57M - $1.69M
|
9K
$1.6M
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.98KNew |
$1.56M - $1.69M
|
8.98K
$1.6M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.9KNew |
$1.55M - $1.67M
|
8.9K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
8.78KNew |
$1.53M - $1.65M
|
8.78K
$1.56M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.7K+ 20.1% |
$1.52M - $1.63M
|
52K
$9.23M
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
8.63K+ 35.94% |
$1.5M - $1.62M
|
32.7K
$5.8M
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.63K+ 93.6% |
$1.5M - $1.62M
|
17.8K
$3.17M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.57KNew |
$1.49M - $1.61M
|
8.57K
$1.52M
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
8.42K+ 10.9% |
$1.47M - $1.58M
|
85.6K
$15.2M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
8.41K+ 48.97% |
$1.47M - $1.58M
|
25.6K
$4.55M
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
8.4KNew |
$1.46M - $1.58M
|
8.4K
$1.49M
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
8.4KNew |
$1.46M - $1.58M
|
8.4K
$1.49M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.39KNew |
$1.46M - $1.57M
|
8.39K
$1.49M
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.38K+ 419.15% |
$1.46M - $1.57M
|
10.4K
$1.84M
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.29KNew |
$1.44M - $1.56M
|
8.29K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
8.26KNew |
$1.44M - $1.55M
|
8.26K
$1.47M
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.22K+ 3.97% |
$1.43M - $1.54M
|
215K
$38.2M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
8.14KNew |
$1.42M - $1.53M
|
8.14K
$1.45M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.1K+ 28.41% |
$1.41M - $1.52M
|
36.6K
$6.5M
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.02K+ 17.25% |
$1.4M - $1.5M
|
54.5K
$9.69M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.01K+ 5.73% |
$1.4M - $1.5M
|
148K
$26.3M
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
8.01KNew |
$1.39M - $1.5M
|
8.01K
$1.42M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.91K+ 7.04% |
$1.38M - $1.48M
|
120K
$21.4M
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
7.8K+ 72.7% |
$1.36M - $1.46M
|
18.5K
$3.29M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
7.7KNew |
$1.34M - $1.44M
|
7.7K
$1.37M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
7.67K+ 14.59% |
$1.34M - $1.44M
|
60.2K
$10.7M
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
7.67K+ 3.52% |
$1.34M - $1.44M
|
226K
$40.1M
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7.65K+ 25.25% |
$1.33M - $1.44M
|
37.9K
$6.74M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.61K+ 372.22% |
$1.33M - $1.43M
|
9.66K
$1.72M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
7.57K+ 1.81% |
$1.32M - $1.42M
|
427K
$75.8M
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
7.48K+ 142.53% |
$1.3M - $1.4M
|
12.7K
$2.26M
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
7.46KNew |
$1.3M - $1.4M
|
7.46K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7.41K+ 7.72% |
$1.29M - $1.39M
|
103K
$18.4M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.39K+ 7.38% |
$1.29M - $1.39M
|
108K
$19.1M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.39K+ 1.3% |
$1.29M - $1.39M
|
576K
$102M
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
7.35K+ 19.34% |
$1.28M - $1.38M
|
45.3K
$8.05M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.31KNew |
$1.27M - $1.37M
|
7.31K
$1.3M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
7.3K+ 12166.67% |
$1.27M - $1.37M
|
7.36K
$1.31M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.26K+ 247.51% |
$1.26M - $1.36M
|
10.2K
$1.81M
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
7.23KNew |
$1.26M - $1.36M
|
7.23K
$1.28M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.13K+ 2.86% |
$1.24M - $1.34M
|
257K
$45.6M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.93KNew |
$1.21M - $1.3M
|
6.93K
$1.23M
|