Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
11+ 0.61% |
$1.4K - $1.68K
|
1.8K
$329K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
11+ 0.02% |
$1.4K - $1.68K
|
45K
$8.22M
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11+ 0.03% |
$1.4K - $1.68K
|
36.5K
$6.66M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
10+ 0.04% |
$1.27K - $1.52K
|
25.4K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9+ 0.08% |
$1.15K - $1.37K
|
11.9K
$2.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.22% |
$1.15K - $1.37K
|
4.06K
$742K
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.47% |
$1.15K - $1.37K
|
1.91K
$349K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
8+ 0.3% |
$1.02K - $1.22K
|
2.71K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
8+ 0.26% |
$1.02K - $1.22K
|
3.12K
$569K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.47% |
$1.02K - $1.22K
|
1.71K
$313K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.45% |
$1.02K - $1.22K
|
1.78K
$325K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$1.02K - $1.22K
|
8
$1.46K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.27% |
$1.02K - $1.22K
|
3K
$548K
|
|
|
Nov 03, 2022
Q3 2022
|
Darrow Company, Inc.
|
BUY
|
- |
6+ 0.02% |
$764 - $914
|
31.4K
$5.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
6+ 0.15% |
$764 - $914
|
3.97K
$725K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.13% |
$509 - $610
|
3.1K
$566K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
4+ 0.43% |
$509 - $610
|
925
$169K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4New |
$509 - $610
|
4
$731
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.95% |
$382 - $457
|
320
$58.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
3+ 0.04% |
$382 - $457
|
7.51K
$1.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3+ 0.08% |
$382 - $457
|
3.82K
$698K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
2+ 0.05% |
$255 - $305
|
4.08K
$745K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.28% |
$255 - $305
|
728
$133K
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
2+ 0.0% |
$255 - $305
|
45.8K
$8.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 1.56% |
$255 - $305
|
130
$23.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.06% |
$255 - $305
|
3.55K
$648K
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$127 - $152
|
1.72K
$314K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.02% |
$127 - $152
|
4.54K
$830K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$127 - $152
|
17.7K
$3.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.02% |
$127 - $152
|
4.29K
$784K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$127 - $152
|
86
$15.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$127 - $152
|
1.79K
$328K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.04% |
$127 - $152
|
2.46K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.0% |
$127 - $152
|
36.9K
$6.74M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.06% |
$127 - $152
|
1.63K
$298K
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.77% |
$127 - $152
|
131
$23.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.14% |
$127 - $152
|
89
$16.3K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$127 - $152
|
2.88K
$526K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 0.04% |
$255 - $305
|
5.23K
$956K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2- 0.59% |
$255 - $305
|
339
$61.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 5.1% |
$636 - $762
|
93
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-8- 0.04% |
$1.02K - $1.22K
|
19K
$3.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9- 0.06% |
$1.15K - $1.37K
|
14.2K
$2.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-13- 0.66% |
$1.65K - $1.98K
|
1.95K
$357K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-13- 0.24% |
$1.65K - $1.98K
|
5.49K
$1M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.14% |
$1.91K - $2.29K
|
10.7K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-15- 0.13% |
$1.91K - $2.29K
|
11.8K
$2.15M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-15- 0.22% |
$1.91K - $2.29K
|
6.86K
$1.25M
|