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 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.89KNew |
$852K - $918K
|
4.89K
$875K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$850K - $915K
|
4.88K
$873K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.88K+ 17.05% |
$850K - $915K
|
33.5K
$5.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.78K+ 17.69% |
$832K - $896K
|
31.8K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.75KNew |
$827K - $890K
|
4.75K
$849K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.73K+ 14.74% |
$824K - $887K
|
36.8K
$6.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.72K+ 19.96% |
$821K - $885K
|
28.3K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.69K+ 46.93% |
$818K - $881K
|
14.7K
$2.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.69K+ 2.69% |
$817K - $880K
|
179K
$32M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.66K+ 6.2% |
$813K - $875K
|
79.9K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.65KNew |
$810K - $872K
|
4.65K
$832K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
4.65K+ 199.23% |
$810K - $872K
|
6.98K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.62KNew |
$804K - $866K
|
4.62K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
4.62KNew |
$804K - $866K
|
4.62K
$826K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6K+ 45.23% |
$801K - $862K
|
14.8K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.58K+ 44.32% |
$797K - $858K
|
14.9K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.57K+ 14.55% |
$796K - $858K
|
36K
$6.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.56K+ 500.0% |
$794K - $856K
|
5.47K
$979K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.56KNew |
$794K - $856K
|
4.56K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.49KNew |
$782K - $842K
|
4.49K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.47K+ 0.9% |
$778K - $838K
|
503K
$90M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.46K+ 4.65% |
$776K - $836K
|
100K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
4.44K+ 6.98% |
$774K - $834K
|
68.1K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.4K+ 6.93% |
$767K - $826K
|
67.9K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.37KNew |
$761K - $819K
|
4.37K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.3K+ 25.78% |
$748K - $806K
|
21K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 0.32% |
$743K - $800K
|
1.34M
$240M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.19K+ 20.89% |
$730K - $786K
|
24.3K
$4.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.18K+ 8.0% |
$728K - $784K
|
56.4K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.18K+ 2.3% |
$727K - $783K
|
186K
$33.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.16KNew |
$725K - $781K
|
4.16K
$745K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.16K+ 27.91% |
$725K - $781K
|
19.1K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.15KNew |
$723K - $779K
|
4.15K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.15K+ 1.49% |
$722K - $778K
|
283K
$50.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.13K+ 4.47% |
$719K - $774K
|
96.5K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.12KNew |
$718K - $773K
|
4.12K
$737K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.12KNew |
$718K - $773K
|
4.12K
$737K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.11K+ 123.64% |
$715K - $770K
|
7.43K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.09KNew |
$713K - $768K
|
4.09K
$732K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.07K+ 170.91% |
$708K - $763K
|
6.45K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4K+ 1.53% |
$697K - $751K
|
266K
$47.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4KNew |
$697K - $750K
|
4K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.99K+ 12.8% |
$695K - $749K
|
35.2K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.94K+ 18.85% |
$686K - $738K
|
24.8K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.92KNew |
$683K - $735K
|
3.92K
$701K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 18.61% |
$682K - $735K
|
25K
$4.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.9K+ 34.34% |
$679K - $731K
|
15.2K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.86K+ 4.56% |
$672K - $724K
|
88.5K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.85KNew |
$670K - $722K
|
3.85K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.83K+ 45.05% |
$667K - $718K
|
12.3K
$2.2M
|