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 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$217K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.2K+ 4.78% |
$195K - $215K
|
26.2K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
1.2KNew |
$195K - $214K
|
1.2K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.19KNew |
$194K - $213K
|
1.19K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.19KNew |
$193K - $213K
|
1.19K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.19K+ 1.56% |
$193K - $212K
|
77.4K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.18K+ 20.01% |
$192K - $212K
|
7.09K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$192K - $211K
|
1.18K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.17KNew |
$191K - $210K
|
1.17K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.17KNew |
$191K - $210K
|
1.17K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.16KNew |
$190K - $209K
|
1.16K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.16K+ 14.66% |
$189K - $208K
|
9.09K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$189K - $208K
|
1.16K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 17.53% |
$188K - $207K
|
7.74K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 14.02% |
$186K - $205K
|
9.3K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.14K+ 1.06% |
$186K - $204K
|
109K
$19.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.14KNew |
$186K - $204K
|
1.14K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.13KNew |
$184K - $202K
|
1.13K
$205K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.13K+ 9.29% |
$184K - $202K
|
13.3K
$2.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1.13KNew |
$183K - $202K
|
1.13K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.13K+ 1.29% |
$183K - $202K
|
88K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.13KNew |
$183K - $202K
|
1.13K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
1.12K+ 1.65% |
$182K - $200K
|
68.8K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 2.83% |
$181K - $200K
|
40.5K
$7.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.1K+ 2.23% |
$179K - $197K
|
50.5K
$9.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.1K+ 44.41% |
$179K - $197K
|
3.58K
$649K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 13.13% |
$179K - $197K
|
9.46K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 19.11% |
$174K - $192K
|
6.66K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.06K+ 8.65% |
$172K - $190K
|
13.3K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.06K+ 5.6% |
$172K - $189K
|
19.9K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.05K+ 4.49% |
$171K - $188K
|
24.4K
$4.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 15.71% |
$171K - $188K
|
7.72K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.04K+ 42.62% |
$169K - $186K
|
3.48K
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.04K+ 25.56% |
$169K - $185K
|
5.09K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.03KNew |
$168K - $185K
|
1.03K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.03K+ 10.9% |
$167K - $184K
|
10.4K
$1.89M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.02K+ 1.05% |
$167K - $183K
|
98.6K
$17.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.02K+ 1.82% |
$166K - $183K
|
57K
$10.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 1.29% |
$164K - $181K
|
79K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
1.01K+ 11.49% |
$164K - $180K
|
9.77K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.01K+ 3.01% |
$164K - $180K
|
34.4K
$6.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1K+ 23.58% |
$163K - $180K
|
5.25K
$952K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
976+ 1.58% |
$159K - $175K
|
62.6K
$11.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
975+ 3.35% |
$159K - $175K
|
30.1K
$5.46M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
975New |
$159K - $175K
|
975
$177K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
968+ 4.72% |
$158K - $173K
|
21.5K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
965+ 2.17% |
$157K - $173K
|
45.4K
$8.23M
|