Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.83K+ 1.06% |
$298K - $328K
|
174K
$31.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.8KNew |
$293K - $322K
|
1.8K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.78K+ 0.39% |
$289K - $318K
|
458K
$83M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.77K+ 2.03% |
$288K - $317K
|
89.1K
$16.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.76KNew |
$287K - $316K
|
1.76K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.76K+ 10.16% |
$286K - $315K
|
19.1K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.75KNew |
$285K - $314K
|
1.75K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.75K+ 22.28% |
$285K - $314K
|
9.6K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.75K+ 109.87% |
$284K - $313K
|
3.34K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.73KNew |
$282K - $310K
|
1.73K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.72KNew |
$280K - $308K
|
1.72K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.72K+ 31.96% |
$280K - $308K
|
7.09K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 73.75% |
$279K - $307K
|
4.04K
$732K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.71K+ 6.29% |
$279K - $307K
|
28.9K
$5.24M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.71KNew |
$278K - $306K
|
1.71K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 8.83% |
$278K - $306K
|
21K
$3.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.7K+ 33.47% |
$277K - $304K
|
6.78K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.7K+ 81.18% |
$276K - $304K
|
3.78K
$686K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.68K+ 61.08% |
$273K - $301K
|
4.43K
$803K
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.68KNew |
$273K - $300K
|
1.68K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.67K+ 3.45% |
$272K - $300K
|
50.1K
$9.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.67K+ 2.35% |
$272K - $299K
|
72.6K
$13.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.67K+ 7.42% |
$271K - $298K
|
24.1K
$4.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.67KNew |
$271K - $298K
|
1.67K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.67K+ 9.42% |
$271K - $298K
|
19.3K
$3.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.66K+ 0.93% |
$271K - $298K
|
181K
$32.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.66K+ 41.28% |
$270K - $297K
|
5.67K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.65KNew |
$269K - $296K
|
1.65K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.64KNew |
$268K - $295K
|
1.64K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.64K+ 22.7% |
$267K - $293K
|
8.85K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.63KNew |
$266K - $292K
|
1.63K
$296K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.63K+ 81.59% |
$265K - $291K
|
3.62K
$657K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$264K - $291K
|
1.62K
$294K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.61K+ 1.5% |
$262K - $289K
|
109K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 1.89% |
$262K - $289K
|
86.9K
$15.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 4.31% |
$262K - $289K
|
39K
$7.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
1.61K+ 4.57% |
$262K - $288K
|
36.8K
$6.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.6K+ 20.57% |
$260K - $286K
|
9.36K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.6KNew |
$260K - $286K
|
1.6K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.6K+ 582.48% |
$260K - $286K
|
1.87K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.59K+ 54.91% |
$260K - $286K
|
4.5K
$816K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.59KNew |
$259K - $285K
|
1.59K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.57K+ 1.69% |
$256K - $281K
|
94.5K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.56KNew |
$255K - $280K
|
1.56K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.56KNew |
$253K - $279K
|
1.56K
$282K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.55KNew |
$253K - $278K
|
1.55K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.55K+ 20.62% |
$252K - $277K
|
9.04K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.55K+ 4.6% |
$252K - $277K
|
35.2K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1.54KNew |
$251K - $276K
|
1.54K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.54KNew |
$250K - $276K
|
1.54K
$279K
|