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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.13K+ 125.01% |
$894K - $963K
|
9.24K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5.11K+ 47.6% |
$889K - $958K
|
15.8K
$2.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.07KNew |
$884K - $952K
|
5.07K
$901K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.07K+ 50.62% |
$883K - $951K
|
15.1K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.06K+ 7.13% |
$882K - $950K
|
76K
$13.5M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.05KNew |
$879K - $947K
|
5.05K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
5.04K+ 4.3% |
$878K - $945K
|
122K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.02K+ 10.31% |
$875K - $943K
|
53.7K
$9.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.02K+ 56.7% |
$875K - $942K
|
13.9K
$2.46M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.01KNew |
$873K - $940K
|
5.01K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
5K+ 142.86% |
$871K - $938K
|
8.5K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.95K+ 25.23% |
$863K - $929K
|
24.6K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.95KNew |
$862K - $928K
|
4.95K
$878K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.89KNew |
$852K - $918K
|
4.89K
$869K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$850K - $915K
|
4.88K
$867K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.88K+ 17.05% |
$850K - $915K
|
33.5K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.78K+ 17.69% |
$832K - $896K
|
31.8K
$5.65M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.76K+ 26.93% |
$829K - $893K
|
22.4K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.75KNew |
$827K - $890K
|
4.75K
$843K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.73K+ 14.74% |
$824K - $887K
|
36.8K
$6.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.72K+ 19.96% |
$821K - $885K
|
28.3K
$5.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.69K+ 46.93% |
$818K - $881K
|
14.7K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.69K+ 2.69% |
$817K - $880K
|
179K
$31.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.66K+ 6.2% |
$813K - $875K
|
79.9K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.65KNew |
$810K - $872K
|
4.65K
$826K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
4.65K+ 199.23% |
$810K - $872K
|
6.98K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.62KNew |
$804K - $866K
|
4.62K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
4.62KNew |
$804K - $866K
|
4.62K
$820K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6K+ 45.23% |
$801K - $862K
|
14.8K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.58K+ 44.32% |
$797K - $858K
|
14.9K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.57K+ 14.55% |
$796K - $858K
|
36K
$6.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.56K+ 500.0% |
$794K - $856K
|
5.47K
$972K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.56KNew |
$794K - $856K
|
4.56K
$810K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.49KNew |
$782K - $842K
|
4.49K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.47K+ 0.9% |
$778K - $838K
|
503K
$89.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.46K+ 4.65% |
$776K - $836K
|
100K
$17.8M
|
|
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
4.45KNew |
$776K - $836K
|
4.45K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
4.44K+ 6.98% |
$774K - $834K
|
68.1K
$12.1M
|
|
|
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
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.3K+ 25.78% |
$748K - $806K
|
21K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 0.32% |
$743K - $800K
|
1.34M
$239M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.19K+ 20.89% |
$730K - $786K
|
24.3K
$4.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.18K+ 8.0% |
$728K - $784K
|
56.4K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.18K+ 2.3% |
$727K - $783K
|
186K
$33M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.16KNew |
$725K - $781K
|
4.16K
$740K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.16K+ 27.91% |
$725K - $781K
|
19.1K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.15KNew |
$723K - $779K
|
4.15K
$737K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.15K+ 1.49% |
$722K - $778K
|
283K
$50.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.13K+ 4.47% |
$719K - $774K
|
96.5K
$17.1M
|