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 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.04K+ 100.25% |
$962K - $1.02M
|
12.1K
$2.19M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6.04KNew |
$961K - $1.02M
|
6.04K
$1.09M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.04K+ 28.96% |
$961K - $1.02M
|
26.9K
$4.87M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6K+ 17.52% |
$955K - $1.01M
|
40.3K
$7.3M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6K+ 25.94% |
$954K - $1.01M
|
29.1K
$5.28M
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.9K+ 224.33% |
$939K - $993K
|
8.53K
$1.55M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.89K+ 16.39% |
$937K - $991K
|
41.8K
$7.58M
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.84K+ 12.82% |
$929K - $982K
|
51.4K
$9.31M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.78KNew |
$920K - $973K
|
5.78K
$1.05M
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.71K+ 35.63% |
$909K - $961K
|
21.7K
$3.94M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.69K+ 7.53% |
$906K - $958K
|
81.3K
$14.7M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.68K+ 13.05% |
$904K - $957K
|
49.2K
$8.92M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.63K+ 5.92% |
$897K - $948K
|
101K
$18.3M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.59KNew |
$891K - $942K
|
5.59K
$1.01M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
5.59K+ 48.49% |
$889K - $941K
|
17.1K
$3.1M
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.54K+ 139.82% |
$883K - $933K
|
9.51K
$1.72M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.47K+ 22.71% |
$871K - $921K
|
29.6K
$5.36M
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.4K+ 27.99% |
$860K - $909K
|
24.7K
$4.48M
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.39K+ 14.41% |
$858K - $907K
|
42.8K
$7.76M
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.37KNew |
$855K - $905K
|
5.37K
$974K
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.28K+ 5.17% |
$841K - $889K
|
107K
$19.5M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.19K+ 152.6% |
$826K - $873K
|
8.59K
$1.56M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.14K+ 18.95% |
$818K - $865K
|
32.2K
$5.85M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.12K+ 10.37% |
$816K - $863K
|
54.5K
$9.89M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.08KNew |
$808K - $855K
|
5.08K
$921K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5.07K+ 4.79% |
$807K - $854K
|
111K
$20.1M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.91K+ 1.48% |
$782K - $827K
|
337K
$61.1M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.9KNew |
$780K - $825K
|
4.9K
$889K
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.89KNew |
$778K - $822K
|
4.89K
$886K
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
4.84KNew |
$771K - $815K
|
4.84K
$878K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.84K+ 56.1% |
$770K - $814K
|
13.5K
$2.44M
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
4.75K+ 395.83% |
$756K - $800K
|
5.95K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
4.74KNew |
$755K - $798K
|
4.74K
$860K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.72K+ 25.92% |
$752K - $795K
|
22.9K
$4.16M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.65K+ 38.0% |
$740K - $783K
|
16.9K
$3.06M
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.59K+ 9.04% |
$731K - $773K
|
55.4K
$10M
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
4.53K+ 1.44% |
$721K - $763K
|
319K
$57.9M
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
4.52K+ 155.31% |
$719K - $760K
|
7.42K
$1.35M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.51KNew |
$718K - $760K
|
4.51K
$818K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.51K+ 58.32% |
$718K - $759K
|
12.2K
$2.22M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.49K+ 13.36% |
$715K - $757K
|
38.1K
$6.91M
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.48K+ 5.13% |
$713K - $754K
|
91.9K
$16.7M
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
4.48K+ 5.58% |
$713K - $754K
|
84.7K
$15.4M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.46KNew |
$709K - $750K
|
4.46K
$808K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.39K+ 2.91% |
$698K - $738K
|
155K
$28.1M
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.32K+ 27.39% |
$687K - $727K
|
20.1K
$3.64M
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.31KNew |
$686K - $725K
|
4.31K
$781K
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
4.28KNew |
$682K - $721K
|
4.28K
$777K
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.27K+ 3.16% |
$680K - $719K
|
139K
$25.3M
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
4.27K+ 61.31% |
$680K - $719K
|
11.2K
$2.04M
|