Purchases and Sales Made in Q1 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 Q1 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 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.72K+ 24.91% |
$264K - $291K
|
8.62K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$264K - $291K
|
1.72K
$314K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 6.07% |
$262K - $288K
|
29.7K
$5.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.7K+ 22.21% |
$262K - $288K
|
9.36K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.7KNew |
$262K - $288K
|
1.7K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.7K+ 16.79% |
$261K - $288K
|
11.8K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.69K+ 21.44% |
$260K - $286K
|
9.56K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.69K+ 116.61% |
$259K - $285K
|
3.13K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.65KNew |
$254K - $280K
|
1.65K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.64KNew |
$252K - $278K
|
1.64K
$300K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.64KNew |
$252K - $278K
|
1.64K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.62K+ 20.08% |
$249K - $274K
|
9.66K
$1.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.61K+ 5.19% |
$248K - $273K
|
32.7K
$5.97M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.59KNew |
$244K - $269K
|
1.59K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.59KNew |
$244K - $268K
|
1.59K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.58KNew |
$243K - $268K
|
1.58K
$289K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.58KNew |
$243K - $268K
|
1.58K
$289K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.56KNew |
$240K - $264K
|
1.56K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.55KNew |
$238K - $262K
|
1.55K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.55K+ 125.14% |
$238K - $262K
|
2.79K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.54K+ 4.98% |
$236K - $260K
|
32.4K
$5.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.53K+ 0.66% |
$235K - $258K
|
234K
$42.7M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.5KNew |
$230K - $253K
|
1.5K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
1.5KNew |
$230K - $253K
|
1.5K
$273K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$230K - $253K
|
1.49K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.49K+ 0.91% |
$229K - $252K
|
166K
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.48KNew |
$228K - $251K
|
1.48K
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 4.3% |
$228K - $250K
|
35.9K
$6.56M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.46K+ 35.55% |
$225K - $247K
|
5.57K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.45K+ 7.0% |
$224K - $246K
|
22.2K
$4.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.45KNew |
$223K - $246K
|
1.45K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.45KNew |
$223K - $246K
|
1.45K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.45K+ 2.54% |
$223K - $245K
|
58.5K
$10.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.44KNew |
$221K - $244K
|
1.44K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.44K+ 71.57% |
$221K - $243K
|
3.44K
$629K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.43KNew |
$219K - $241K
|
1.43K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.43KNew |
$219K - $241K
|
1.43K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.42K+ 3.77% |
$219K - $241K
|
39.2K
$7.16M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.41KNew |
$217K - $239K
|
1.41K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.39K+ 15.11% |
$214K - $236K
|
10.6K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
1.38K+ 6.08% |
$213K - $234K
|
24.1K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.38KNew |
$213K - $234K
|
1.38K
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.38K+ 6.78% |
$212K - $234K
|
21.7K
$3.97M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.37KNew |
$210K - $231K
|
1.37K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.36KNew |
$209K - $230K
|
1.36K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35K+ 2.48% |
$208K - $229K
|
55.9K
$10.2M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.35K+ 27.22% |
$208K - $229K
|
6.31K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
1.34K+ 0.68% |
$207K - $227K
|
198K
$36.2M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1.34KNew |
$206K - $227K
|
1.34K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.32KNew |
$204K - $224K
|
1.32K
$242K
|