Icapital Wealth LLC Invesco S&P 500 Equal Weight E Transaction History

Icapital Wealth LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$130.84 - $158.96 $36,766 - $44,667	-281 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$148.26 - $164.2 $41,661 - $46,140	281 New	281 $44,000

Others Institutions Holding RSP

# of Institutions

1,858

Shares Held

234M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.96 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.07 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.49 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.42 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.39 Billion
0.27% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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