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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 1.32% |
$359K - $380K
|
169K
$30.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-2.26K- 6.23% |
$359K - $380K
|
34K
$6.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.26K- 4.76% |
$359K - $380K
|
45.2K
$8.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.29K- 13.77% |
$365K - $386K
|
14.3K
$2.6M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.34K- 44.75% |
$373K - $394K
|
2.89K
$525K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.35K- 5.06% |
$374K - $396K
|
44.1K
$8M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.38K- 6.33% |
$379K - $401K
|
35.2K
$6.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.4K- 12.13% |
$382K - $404K
|
17.4K
$3.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.47K- 3.71% |
$393K - $416K
|
64.1K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.51K- 5.93% |
$399K - $422K
|
39.8K
$7.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.51K- 4.84% |
$400K - $423K
|
49.4K
$8.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 7.87% |
$405K - $428K
|
29.8K
$5.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-2.63K- 10.19% |
$419K - $443K
|
23.2K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.67K- 54.59% |
$425K - $450K
|
2.22K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.69K- 28.56% |
$429K - $453K
|
6.74K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.7K- 5.45% |
$430K - $454K
|
46.8K
$8.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.73K- 46.15% |
$435K - $460K
|
3.19K
$578K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.74K- 22.75% |
$436K - $461K
|
9.29K
$1.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.78K- 65.05% |
$443K - $469K
|
1.5K
$271K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.82K- 31.71% |
$450K - $475K
|
6.08K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.85K- 4.66% |
$454K - $480K
|
58.3K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.91K- 15.84% |
$463K - $489K
|
15.4K
$2.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-2.92K- 5.3% |
$466K - $492K
|
52.3K
$9.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.03K- 1.62% |
$482K - $510K
|
183K
$33.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.06K- 36.9% |
$487K - $515K
|
5.23K
$948K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.09K- 11.68% |
$492K - $520K
|
23.4K
$4.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.18K- 39.85% |
$506K - $535K
|
4.8K
$870K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.18K- 4.92% |
$507K - $536K
|
61.5K
$11.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-3.22K- 7.16% |
$512K - $542K
|
41.7K
$7.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.24K- 34.75% |
$515K - $545K
|
6.08K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.25K- 69.45% |
$517K - $547K
|
1.43K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.25K- 5.49% |
$518K - $548K
|
56K
$10.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.28K- 1.75% |
$522K - $552K
|
184K
$33.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.31K- 14.26% |
$527K - $557K
|
19.9K
$3.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.4K- 10.8% |
$541K - $572K
|
28.1K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-3.51K- 23.16% |
$559K - $591K
|
11.7K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.61K- 9.97% |
$574K - $607K
|
32.6K
$5.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.63K- 7.09% |
$577K - $611K
|
47.5K
$8.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.65K- 47.92% |
$581K - $614K
|
3.96K
$719K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.84K- 2.39% |
$611K - $646K
|
157K
$28.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.86K- 31.33% |
$615K - $650K
|
8.46K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4K- 5.47% |
$636K - $673K
|
69.1K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.07K- 17.87% |
$648K - $686K
|
18.7K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.09K- 8.36% |
$651K - $689K
|
44.9K
$8.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.1K- 1.13% |
$653K - $690K
|
358K
$64.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.15K- 1.93% |
$660K - $698K
|
211K
$38.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.16K- 7.98% |
$662K - $700K
|
47.9K
$8.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.32K- 18.56% |
$687K - $727K
|
18.9K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.34K- 39.26% |
$691K - $731K
|
6.71K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.36K- 10.26% |
$694K - $734K
|
38.1K
$6.92M
|