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 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.95K+ 51.68% |
$311K - $328K
|
5.73K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.93K+ 0.85% |
$307K - $325K
|
230K
$41.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.92K+ 71.55% |
$306K - $323K
|
4.61K
$835K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.92K+ 18.73% |
$306K - $323K
|
12.2K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.92K+ 40.32% |
$305K - $323K
|
6.67K
$1.21M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.92KNew |
$305K - $322K
|
1.92K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.91K+ 3.14% |
$303K - $321K
|
62.7K
$11.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.89K+ 1.99% |
$301K - $319K
|
97.1K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$301K - $318K
|
1.89K
$343K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.89KNew |
$300K - $318K
|
1.89K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.87K+ 2.36% |
$297K - $314K
|
80.9K
$14.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
1.86K+ 26.87% |
$295K - $312K
|
8.76K
$1.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.84K+ 2.21% |
$293K - $310K
|
85.2K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.84K+ 3.95% |
$293K - $310K
|
48.4K
$8.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.83KNew |
$292K - $308K
|
1.83K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.83K+ 0.4% |
$291K - $308K
|
456K
$82.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.81KNew |
$288K - $305K
|
1.81K
$329K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.8K+ 12.02% |
$287K - $304K
|
16.8K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.8KNew |
$287K - $303K
|
1.8K
$327K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.8K+ 3.56% |
$287K - $303K
|
52.4K
$9.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.79K+ 11.22% |
$284K - $301K
|
17.7K
$3.21M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.78K+ 1.72% |
$284K - $300K
|
105K
$19.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.78K+ 6.88% |
$283K - $299K
|
27.6K
$5.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.77K+ 6.6% |
$282K - $298K
|
28.6K
$5.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.75K+ 0.41% |
$279K - $295K
|
431K
$78.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.75KNew |
$279K - $295K
|
1.75K
$317K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.73KNew |
$276K - $291K
|
1.73K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.73K+ 2.75% |
$275K - $291K
|
64.7K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.72K+ 2.88% |
$274K - $290K
|
61.7K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.71K+ 69.2% |
$271K - $287K
|
4.17K
$756K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.7K+ 22.43% |
$270K - $286K
|
9.26K
$1.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.69KNew |
$268K - $284K
|
1.69K
$306K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.68KNew |
$267K - $282K
|
1.68K
$304K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.66KNew |
$264K - $279K
|
1.66K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.65K+ 5.78% |
$263K - $278K
|
30.3K
$5.49M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 4.53% |
$262K - $277K
|
38K
$6.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.63K+ 0.77% |
$260K - $275K
|
215K
$38.9M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.63KNew |
$260K - $274K
|
1.63K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
1.63K+ 6.73% |
$259K - $274K
|
25.8K
$4.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.62K+ 4.48% |
$259K - $273K
|
37.9K
$6.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.62K+ 20.27% |
$258K - $273K
|
9.62K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.61K+ 2.46% |
$256K - $270K
|
66.8K
$12.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.6K+ 4.52% |
$255K - $269K
|
37K
$6.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.58K+ 6.09% |
$252K - $267K
|
27.6K
$5M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.58KNew |
$252K - $267K
|
1.58K
$287K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.57K+ 3.65% |
$249K - $264K
|
44.4K
$8.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 39.88% |
$248K - $262K
|
5.46K
$990K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
1.55K+ 2.35% |
$247K - $261K
|
67.7K
$12.3M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.53KNew |
$244K - $258K
|
1.53K
$278K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.52KNew |
$241K - $255K
|
1.52K
$275K
|