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 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 1.19% |
$15.4K - $16.9K
|
8.29K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-103- 1.2% |
$15.8K - $17.4K
|
8.51K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-109- 7.02% |
$16.8K - $18.5K
|
1.44K
$264K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-109- 0.21% |
$16.8K - $18.5K
|
51.5K
$9.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-110- 0.49% |
$16.9K - $18.6K
|
22.4K
$4.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-110- 1.85% |
$16.9K - $18.6K
|
5.82K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-110- 11.6% |
$16.9K - $18.6K
|
838
$153K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-110- 1.78% |
$16.9K - $18.6K
|
6.08K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-111- 4.61% |
$17.1K - $18.8K
|
2.3K
$420K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-115- 2.75% |
$17.7K - $19.5K
|
4.07K
$744K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-116- 1.23% |
$17.8K - $19.6K
|
9.29K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-118- 0.81% |
$18.2K - $20K
|
14.5K
$2.66M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-118- 4.38% |
$18.2K - $20K
|
2.58K
$471K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-121- 0.99% |
$18.6K - $20.5K
|
12.2K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-121- 7.51% |
$18.6K - $20.5K
|
1.49K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-124- 8.5% |
$19.1K - $21K
|
1.34K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-128- 0.55% |
$19.7K - $21.7K
|
23.1K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-128- 6.31% |
$19.7K - $21.7K
|
1.9K
$347K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-129- 2.93% |
$19.8K - $21.8K
|
4.27K
$780K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-130- 7.59% |
$20K - $22K
|
1.58K
$289K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-136- 13.33% |
$20.9K - $23K
|
884
$162K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-137- 4.51% |
$21.1K - $23.2K
|
2.9K
$530K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-139- 1.42% |
$21.4K - $23.5K
|
9.63K
$1.76M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-142- 17.32% |
$21.8K - $24.1K
|
678
$124K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-143- 0.32% |
$22K - $24.2K
|
45.1K
$8.24M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-144- 1.51% |
$22.2K - $24.4K
|
9.4K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-146- 3.44% |
$22.5K - $24.7K
|
4.1K
$749K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-151- 1.28% |
$23.2K - $25.6K
|
11.6K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-152- 1.14% |
$23.4K - $25.7K
|
13.2K
$2.42M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-159- 0.38% |
$24.5K - $26.9K
|
41.5K
$7.58M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-160- 4.41% |
$24.6K - $27.1K
|
3.47K
$634K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-169- 2.72% |
$26K - $28.6K
|
6.05K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-170- 2.34% |
$26.2K - $28.8K
|
7.11K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-172- 1.02% |
$26.5K - $29.1K
|
16.7K
$3.05M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-173- 8.44% |
$26.6K - $29.3K
|
1.88K
$343K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-175- 1.84% |
$26.9K - $29.6K
|
9.36K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-180- 2.66% |
$27.7K - $30.5K
|
6.6K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-182- 0.2% |
$28K - $30.8K
|
91.5K
$16.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-183- 6.28% |
$28.2K - $31K
|
2.73K
$499K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-186- 4.04% |
$28.6K - $31.5K
|
4.41K
$806K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-186- 0.84% |
$28.6K - $31.5K
|
21.9K
$3.99M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-186- 4.04% |
$28.6K - $31.5K
|
4.42K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-188- 1.46% |
$28.9K - $31.8K
|
12.7K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-190- 2.51% |
$29.2K - $32.2K
|
7.37K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-192- 7.75% |
$29.5K - $32.5K
|
2.29K
$418K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-193- 2.96% |
$29.7K - $32.7K
|
6.32K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-198- 4.67% |
$30.5K - $33.5K
|
4.04K
$739K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-199- 99.5% |
$30.6K - $33.7K
|
1
$183
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-202- 3.61% |
$31.1K - $34.2K
|
5.39K
$985K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-203- 2.95% |
$31.2K - $34.4K
|
6.68K
$1.22M
|