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 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.39K- 66.22% |
$699K - $739K
|
2.24K
$409K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.41K- 65.58% |
$703K - $743K
|
2.32K
$423K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.41K- 20.19% |
$703K - $743K
|
17.4K
$3.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.5K- 30.13% |
$717K - $758K
|
10.4K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.61K- 1.85% |
$733K - $776K
|
244K
$44.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.67K- 21.47% |
$743K - $785K
|
17.1K
$3.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.8K- 6.09% |
$764K - $808K
|
74.1K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.89K- 3.67% |
$779K - $824K
|
128K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5K- 16.01% |
$796K - $842K
|
26.2K
$4.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5K- 2.98% |
$796K - $842K
|
163K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.25K- 57.5% |
$836K - $884K
|
3.88K
$709K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-5.26K- 4.49% |
$838K - $886K
|
112K
$20.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5.28K- 57.66% |
$840K - $888K
|
3.87K
$708K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.61K- 11.46% |
$893K - $945K
|
43.3K
$7.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.67K- 16.39% |
$903K - $954K
|
28.9K
$5.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.7K- 7.08% |
$907K - $959K
|
74.8K
$13.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-5.82K- 23.71% |
$926K - $979K
|
18.7K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.84K- 39.96% |
$929K - $983K
|
8.77K
$1.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.89K- 5.85% |
$938K - $992K
|
94.7K
$17.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.92K- 16.31% |
$943K - $997K
|
30.4K
$5.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.96K- 47.63% |
$948K - $1M
|
6.55K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-6.06K- 4.68% |
$964K - $1.02M
|
123K
$22.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.15K- 24.77% |
$978K - $1.03M
|
18.7K
$3.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-6.15K- 13.53% |
$979K - $1.04M
|
39.3K
$7.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.18K- 71.31% |
$984K - $1.04M
|
2.49K
$454K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.34K- 0.47% |
$1.01M - $1.07M
|
1.33M
$244M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.46K- 5.76% |
$1.03M - $1.09M
|
106K
$19.3M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6.48K- 93.5% |
$1.03M - $1.09M
|
450
$82.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.5K- 80.31% |
$1.04M - $1.1M
|
1.6K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.52K- 21.48% |
$1.04M - $1.1M
|
23.8K
$4.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.65K- 4.05% |
$1.06M - $1.12M
|
157K
$28.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.65K- 8.46% |
$1.06M - $1.12M
|
71.9K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7.18K- 72.3% |
$1.14M - $1.21M
|
2.75K
$503K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.27K- 83.26% |
$1.16M - $1.22M
|
1.46K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.5K- 4.12% |
$1.19M - $1.26M
|
175K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.64K- 4.52% |
$1.22M - $1.29M
|
162K
$29.5M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.71K- 6.29% |
$1.23M - $1.3M
|
115K
$21M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.75K- 40.42% |
$1.23M - $1.31M
|
11.4K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-7.88K- 23.08% |
$1.25M - $1.33M
|
26.2K
$4.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-7.94K- 54.64% |
$1.26M - $1.34M
|
6.6K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.95K- 5.13% |
$1.27M - $1.34M
|
147K
$26.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.1K- 2.3% |
$1.29M - $1.36M
|
344K
$62.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8.14K- 3.84% |
$1.3M - $1.37M
|
204K
$37.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.21K- 71.3% |
$1.31M - $1.38M
|
3.3K
$604K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-8.27K- 26.29% |
$1.32M - $1.39M
|
23.2K
$4.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.46K- 55.16% |
$1.35M - $1.42M
|
6.88K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-8.6K- 27.09% |
$1.37M - $1.45M
|
23.2K
$4.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8.62K- 25.2% |
$1.37M - $1.45M
|
25.6K
$4.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.81K- 42.07% |
$1.4M - $1.48M
|
12.1K
$2.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-9.14K- 7.19% |
$1.45M - $1.54M
|
118K
$21.5M
|