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 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.33K- 12.22% |
$204K - $225K
|
9.53K
$1.74M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.33K- 2.58% |
$205K - $226K
|
50.3K
$9.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.35K- 41.23% |
$208K - $229K
|
1.93K
$352K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.36K- 13.87% |
$209K - $230K
|
8.44K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.37K- 13.58% |
$211K - $233K
|
8.74K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.4K- 22.77% |
$215K - $237K
|
4.75K
$867K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 35.79% |
$217K - $239K
|
2.53K
$463K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.46K- 93.27% |
$224K - $246K
|
105
$19.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.47K- 11.39% |
$225K - $248K
|
11.4K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.49K- 1.4% |
$229K - $252K
|
105K
$19.2M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.49K- 4.79% |
$229K - $252K
|
29.6K
$5.41M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.51K- 1.25% |
$232K - $255K
|
119K
$21.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 0.19% |
$233K - $256K
|
779K
$142M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 7.05% |
$233K - $256K
|
20K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.57K- 42.5% |
$241K - $265K
|
2.12K
$387K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 6.45% |
$242K - $266K
|
22.8K
$4.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.6K- 15.55% |
$245K - $270K
|
8.66K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.64K- 20.35% |
$252K - $277K
|
6.4K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.69K- 37.02% |
$260K - $286K
|
2.87K
$524K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.73K- 21.9% |
$266K - $292K
|
6.16K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.73K- 16.55% |
$266K - $293K
|
8.73K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.79K- 5.18% |
$276K - $303K
|
32.8K
$5.98M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.8K- 93.79% |
$277K - $305K
|
119
$21.7K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.87K- 16.95% |
$287K - $316K
|
9.14K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.88K- 4.15% |
$289K - $318K
|
43.5K
$7.94M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.9K- 14.21% |
$292K - $321K
|
11.4K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.9K- 7.5% |
$292K - $321K
|
23.4K
$4.28M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.92K- 15.77% |
$296K - $325K
|
10.3K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.93K- 16.1% |
$297K - $327K
|
10.1K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.93K- 1.03% |
$298K - $328K
|
186K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2K- 16.67% |
$308K - $339K
|
10K
$1.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.05K- 14.59% |
$316K - $348K
|
12K
$2.2M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.08K- 7.99% |
$320K - $352K
|
24K
$4.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 4.12% |
$324K - $357K
|
49K
$8.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.14K- 54.15% |
$329K - $362K
|
1.81K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.14K- 21.4% |
$330K - $363K
|
7.87K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.19K- 7.42% |
$337K - $371K
|
27.3K
$4.99M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.19K- 49.43% |
$337K - $371K
|
2.24K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.24K- 13.55% |
$345K - $380K
|
14.3K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.25K- 43.07% |
$347K - $382K
|
2.98K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.29K- 15.81% |
$352K - $387K
|
12.2K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.36K- 48.13% |
$364K - $400K
|
2.55K
$465K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.39K- 33.28% |
$368K - $405K
|
4.79K
$876K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.49K- 33.03% |
$383K - $422K
|
5.05K
$923K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 38.01% |
$386K - $425K
|
4.09K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.65K- 45.02% |
$407K - $448K
|
3.23K
$591K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.65K- 80.92% |
$408K - $449K
|
625
$114K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.67K- 26.83% |
$411K - $453K
|
7.29K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.84K- 2.95% |
$437K - $481K
|
93.5K
$17.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.95K- 11.05% |
$454K - $500K
|
23.8K
$4.34M
|