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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-15- 0.07% |
$2.31K - $2.54K
|
22.4K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 37.21% |
$2.46K - $2.71K
|
27
$4.93K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-20- 0.23% |
$3.08K - $3.39K
|
8.78K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.42% |
$3.08K - $3.39K
|
4.74K
$867K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 5.01% |
$3.85K - $4.23K
|
474
$86.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-25- 0.13% |
$3.85K - $4.23K
|
19.5K
$3.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-27- 0.21% |
$4.15K - $4.57K
|
12.8K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-28- 0.4% |
$4.31K - $4.74K
|
6.96K
$1.27M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 1.05% |
$4.31K - $4.74K
|
2.65K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-35- 0.91% |
$5.38K - $5.93K
|
3.8K
$695K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-36- 2.24% |
$5.54K - $6.1K
|
1.57K
$288K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-36- 0.71% |
$5.54K - $6.1K
|
5.05K
$923K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-37- 0.98% |
$5.69K - $6.27K
|
3.72K
$680K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-38- 1.31% |
$5.85K - $6.44K
|
2.86K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-38- 1.51% |
$5.85K - $6.44K
|
2.49K
$454K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-39- 1.81% |
$6K - $6.61K
|
2.12K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-39- 26.17% |
$6K - $6.61K
|
110
$20.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-40- 0.14% |
$6.15K - $6.77K
|
28.4K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-42- 0.36% |
$6.46K - $7.11K
|
11.5K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-44- 0.63% |
$6.77K - $7.45K
|
6.92K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-46- 0.54% |
$7.08K - $7.79K
|
8.52K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46- 0.6% |
$7.08K - $7.79K
|
7.59K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-47- 9.69% |
$7.23K - $7.96K
|
438
$80K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-49- 1.79% |
$7.54K - $8.3K
|
2.69K
$491K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-49- 0.82% |
$7.54K - $8.3K
|
5.92K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-49- 1.84% |
$7.54K - $8.3K
|
2.61K
$478K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 1.85% |
$7.69K - $8.47K
|
2.65K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-50- 3.52% |
$7.69K - $8.47K
|
1.37K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-51- 3.04% |
$7.85K - $8.64K
|
1.63K
$297K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-54- 1.92% |
$8.31K - $9.15K
|
2.76K
$504K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-58- 1.04% |
$8.92K - $9.82K
|
5.51K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-58- 0.14% |
$8.92K - $9.82K
|
40K
$7.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61- 0.77% |
$9.38K - $10.3K
|
7.82K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-61- 2.79% |
$9.38K - $10.3K
|
2.13K
$389K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-64- 0.2% |
$9.85K - $10.8K
|
31.8K
$5.8M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-65- 0.38% |
$10K - $11K
|
17.1K
$3.12M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-66- 1.2% |
$10.2K - $11.2K
|
5.42K
$990K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-68- 4.29% |
$10.5K - $11.5K
|
1.52K
$277K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-72- 1.74% |
$11.1K - $12.2K
|
4.07K
$743K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-73- 1.06% |
$11.2K - $12.4K
|
6.81K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-74- 3.55% |
$11.4K - $12.5K
|
2.01K
$367K
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-76- 0.17% |
$11.7K - $12.9K
|
43.7K
$7.98M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-77- 0.81% |
$11.8K - $13K
|
9.38K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.36% |
$12K - $13.2K
|
21.7K
$3.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-90- 20.09% |
$13.8K - $15.2K
|
358
$65.4K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-90- 0.29% |
$13.8K - $15.2K
|
31.5K
$5.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-91- 2.81% |
$14K - $15.4K
|
3.14K
$574K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-95- 3.62% |
$14.6K - $16.1K
|
2.53K
$462K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-97- 1.72% |
$14.9K - $16.4K
|
5.55K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 4.23% |
$15.4K - $16.9K
|
2.27K
$414K
|