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
|
Wealthfront Advisers LLC
|
BUY
|
- |
957+ 6.2% |
$156K - $171K
|
16.4K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
952+ 19.85% |
$155K - $171K
|
5.75K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
937+ 8.34% |
$153K - $168K
|
12.2K
$2.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
929+ 41.6% |
$151K - $166K
|
3.16K
$573K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
920+ 49.65% |
$150K - $165K
|
2.77K
$503K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
912New |
$149K - $163K
|
912
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
902+ 5.72% |
$147K - $162K
|
16.7K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
897+ 39.07% |
$146K - $161K
|
3.19K
$579K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
887+ 31.1% |
$144K - $159K
|
3.74K
$678K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
880New |
$143K - $158K
|
880
$160K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
875+ 220.4% |
$142K - $157K
|
1.27K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
867+ 3.08% |
$141K - $155K
|
29K
$5.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
853+ 0.59% |
$139K - $153K
|
147K
$26.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
850+ 13.08% |
$138K - $152K
|
7.35K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
846+ 41.78% |
$138K - $152K
|
2.87K
$521K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
830+ 16.5% |
$135K - $149K
|
5.86K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
829+ 49.2% |
$135K - $149K
|
2.51K
$456K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
826+ 29.9% |
$134K - $148K
|
3.59K
$651K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
816+ 14.89% |
$133K - $146K
|
6.3K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
815+ 1.3% |
$133K - $146K
|
63.5K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
802+ 6.3% |
$131K - $144K
|
13.5K
$2.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
799+ 28.04% |
$130K - $143K
|
3.65K
$662K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
792+ 38.47% |
$129K - $142K
|
2.85K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
790+ 0.72% |
$129K - $142K
|
110K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
788+ 26.48% |
$128K - $141K
|
3.76K
$683K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
786+ 157.2% |
$128K - $141K
|
1.29K
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
785+ 0.51% |
$128K - $141K
|
154K
$28M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
782+ 1.34% |
$127K - $140K
|
59.2K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
773+ 32.3% |
$126K - $138K
|
3.17K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
749+ 32.82% |
$122K - $134K
|
3.03K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
746+ 23.49% |
$121K - $134K
|
3.92K
$711K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
724+ 52.46% |
$118K - $130K
|
2.1K
$382K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
717+ 3.76% |
$117K - $128K
|
19.8K
$3.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 7.48% |
$116K - $128K
|
10.3K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
700+ 1.14% |
$114K - $125K
|
62.4K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
697+ 40.01% |
$113K - $125K
|
2.44K
$442K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
695+ 2.49% |
$113K - $125K
|
28.6K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
695+ 14.93% |
$113K - $125K
|
5.35K
$970K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
686+ 1.46% |
$112K - $123K
|
47.8K
$8.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
683+ 0.81% |
$111K - $122K
|
85K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
681+ 6.54% |
$111K - $122K
|
11.1K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
674+ 53.58% |
$110K - $121K
|
1.93K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
674+ 3.34% |
$110K - $121K
|
20.9K
$3.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
672+ 0.55% |
$109K - $120K
|
123K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
662+ 46.88% |
$108K - $119K
|
2.07K
$376K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
659+ 44.23% |
$107K - $118K
|
2.15K
$390K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
659+ 0.39% |
$107K - $118K
|
170K
$30.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
654New |
$106K - $117K
|
654
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
652+ 1.13% |
$106K - $117K
|
58.5K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
645+ 8.71% |
$105K - $116K
|
8.05K
$1.46M
|