Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
33+ 0.25% |
$5.25K - $5.56K
|
13.3K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
33+ 10.65% |
$5.25K - $5.56K
|
343
$62.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
29+ 3.02% |
$4.62K - $4.88K
|
988
$181K
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
28+ 0.61% |
$4.46K - $4.71K
|
4.65K
$849K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
27New |
$4.3K - $4.55K
|
27
$4.93K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
25+ 0.76% |
$3.98K - $4.21K
|
3.32K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
25+ 0.51% |
$3.98K - $4.21K
|
4.89K
$893K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
24+ 0.6% |
$3.82K - $4.04K
|
4.05K
$739K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
23+ 0.04% |
$3.66K - $3.87K
|
51.5K
$9.41M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 176.92% |
$3.66K - $3.87K
|
36
$6.58K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
22New |
$3.5K - $3.7K
|
22
$4.02K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
22+ 0.75% |
$3.5K - $3.7K
|
2.95K
$539K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
22New |
$3.5K - $3.7K
|
22
$4.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22+ 0.48% |
$3.5K - $3.7K
|
4.56K
$834K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
21+ 0.36% |
$3.34K - $3.54K
|
5.94K
$1.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19+ 0.7% |
$3.02K - $3.2K
|
2.75K
$502K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 0.54% |
$3.02K - $3.2K
|
3.57K
$652K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.25% |
$2.87K - $3.03K
|
7.13K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.03% |
$2.87K - $3.03K
|
61.6K
$11.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.23% |
$2.71K - $2.86K
|
7.46K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.27% |
$2.55K - $2.69K
|
6.05K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$2.55K - $2.69K
|
4K
$731K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 36.59% |
$2.39K - $2.53K
|
56
$10.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
15+ 0.35% |
$2.39K - $2.53K
|
4.27K
$780K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
15+ 0.37% |
$2.39K - $2.53K
|
4.05K
$740K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.4% |
$2.23K - $2.36K
|
3.5K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 77.78% |
$2.23K - $2.36K
|
32
$5.85K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.35% |
$2.23K - $2.36K
|
4.05K
$740K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
12New |
$1.91K - $2.02K
|
12
$2.19K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 1.71% |
$1.91K - $2.02K
|
715
$131K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12+ 0.4% |
$1.91K - $2.02K
|
3.02K
$552K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
12+ 0.42% |
$1.91K - $2.02K
|
2.89K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
12+ 0.28% |
$1.91K - $2.02K
|
4.28K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$1.91K - $2.02K
|
12
$2.19K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12+ 0.2% |
$1.91K - $2.02K
|
6.1K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
10+ 0.34% |
$1.59K - $1.68K
|
2.91K
$532K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9+ 0.41% |
$1.43K - $1.52K
|
2.18K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9+ 0.08% |
$1.43K - $1.52K
|
10.9K
$2M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8+ 36.36% |
$1.27K - $1.35K
|
30
$5.48K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.13% |
$1.27K - $1.35K
|
6.33K
$1.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.14% |
$1.27K - $1.35K
|
5.61K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8+ 0.05% |
$1.27K - $1.35K
|
14.6K
$2.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.46% |
$1.27K - $1.35K
|
1.77K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.2% |
$1.27K - $1.35K
|
3.96K
$724K
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$1.11K - $1.18K
|
4.25K
$776K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.17% |
$1.11K - $1.18K
|
4.22K
$770K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7+ 0.02% |
$1.11K - $1.18K
|
35.6K
$6.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.36% |
$1.11K - $1.18K
|
1.94K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7+ 0.35% |
$1.11K - $1.18K
|
2K
$365K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.12% |
$955 - $1.01K
|
5K
$913K
|