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 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
665+ 19.8% |
$102K - $113K
|
4.02K
$735K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
665+ 19.8% |
$102K - $113K
|
4.02K
$735K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
647+ 0.64% |
$99.5K - $110K
|
101K
$18.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
645+ 28.99% |
$99.2K - $109K
|
2.87K
$524K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
645+ 13.97% |
$99.2K - $109K
|
5.26K
$962K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
639+ 18.82% |
$98.3K - $108K
|
4.04K
$737K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
637+ 8.51% |
$98K - $108K
|
8.12K
$1.48M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
633+ 26.66% |
$97.4K - $107K
|
3.01K
$549K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
630+ 35.84% |
$96.9K - $107K
|
2.39K
$436K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
622+ 3.26% |
$95.7K - $105K
|
19.7K
$3.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
616+ 2.25% |
$94.8K - $104K
|
27.9K
$5.11M
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
614+ 18.66% |
$94.5K - $104K
|
3.9K
$713K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
611+ 12.83% |
$94K - $103K
|
5.37K
$982K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
609+ 6.01% |
$93.7K - $103K
|
10.8K
$1.96M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
606+ 13.72% |
$93.2K - $103K
|
5.02K
$918K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
595New |
$91.5K - $101K
|
595
$109K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
586+ 2.58% |
$90.2K - $99.3K
|
23.3K
$4.26M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
559+ 231.95% |
$86K - $94.7K
|
800
$146K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
558+ 22.18% |
$85.8K - $94.5K
|
3.07K
$562K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
551+ 0.69% |
$84.8K - $93.3K
|
80.2K
$14.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
547+ 37.03% |
$84.2K - $92.6K
|
2.02K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
541New |
$83.2K - $91.6K
|
541
$98.9K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
539+ 7.49% |
$82.9K - $91.3K
|
7.73K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
537+ 0.89% |
$82.6K - $91K
|
60.6K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
537+ 27.4% |
$82.6K - $91K
|
2.5K
$456K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
535+ 20.0% |
$82.3K - $90.6K
|
3.21K
$587K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
535+ 3.15% |
$82.3K - $90.6K
|
17.5K
$3.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
515+ 4.21% |
$79.2K - $87.2K
|
12.7K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
510+ 34.0% |
$78.5K - $86.4K
|
2.01K
$367K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
506+ 1.71% |
$77.8K - $85.7K
|
30.1K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
504+ 19.18% |
$77.5K - $85.4K
|
3.13K
$572K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
503+ 4.96% |
$77.4K - $85.2K
|
10.6K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
490New |
$75.4K - $83K
|
490
$89.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
483+ 14.46% |
$74.3K - $81.8K
|
3.82K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
481+ 5.89% |
$74K - $81.5K
|
8.64K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
479+ 23.5% |
$73.7K - $81.1K
|
2.52K
$460K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
477+ 1.02% |
$73.4K - $80.8K
|
47.2K
$8.63M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
475New |
$73.1K - $80.5K
|
475
$86.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
470+ 0.59% |
$72.3K - $79.6K
|
80.5K
$14.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
465+ 1.43% |
$71.5K - $78.8K
|
33K
$6.03M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
465+ 20.79% |
$71.5K - $78.8K
|
2.7K
$494K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
461+ 3.27% |
$70.9K - $78.1K
|
14.6K
$2.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
460+ 6.06% |
$70.8K - $77.9K
|
8.05K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
454+ 5.3% |
$69.8K - $76.9K
|
9.02K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
444+ 18.04% |
$68.3K - $75.2K
|
2.91K
$531K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
442+ 1.77% |
$68K - $74.9K
|
25.5K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
440New |
$67.7K - $74.5K
|
440
$80.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
437+ 21.02% |
$67.2K - $74K
|
2.52K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
436+ 12.04% |
$67.1K - $73.8K
|
4.06K
$741K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
430+ 21.98% |
$66.2K - $72.8K
|
2.39K
$436K
|