Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
277+ 0.37% |
$41.8K - $45.2K
|
74.9K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
277+ 0.37% |
$41.8K - $45.2K
|
74.9K
$13.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
269+ 2.23% |
$40.6K - $43.8K
|
12.4K
$2.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
265+ 0.94% |
$40K - $43.2K
|
28.4K
$5.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
264+ 7.46% |
$39.8K - $43K
|
3.8K
$695K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
263+ 16.29% |
$39.7K - $42.9K
|
1.88K
$343K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
260+ 0.21% |
$39.2K - $42.4K
|
127K
$23.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
260+ 2.53% |
$39.2K - $42.4K
|
10.5K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
255+ 4.14% |
$38.5K - $41.6K
|
6.41K
$1.17M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
251New |
$37.9K - $40.9K
|
251
$45.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
244New |
$36.8K - $39.8K
|
244
$44.6K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
241New |
$36.4K - $39.3K
|
241
$44K
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
225+ 2.23% |
$33.9K - $36.7K
|
10.3K
$1.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
210New |
$31.7K - $34.2K
|
210
$38.4K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
209+ 3.09% |
$31.5K - $34.1K
|
6.98K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
206+ 2.72% |
$31.1K - $33.6K
|
7.79K
$1.42M
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
205+ 1.31% |
$30.9K - $33.4K
|
15.8K
$2.89M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
201+ 2.61% |
$30.3K - $32.8K
|
7.89K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200New |
$30.2K - $32.6K
|
200
$36.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
192+ 1.73% |
$29K - $31.3K
|
11.3K
$2.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
187+ 8.89% |
$28.2K - $30.5K
|
2.29K
$419K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
185+ 0.71% |
$27.9K - $30.2K
|
26.3K
$4.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
184+ 25.03% |
$27.8K - $30K
|
919
$168K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
181+ 1.37% |
$27.3K - $29.5K
|
13.4K
$2.45M
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
179+ 7.23% |
$27K - $29.2K
|
2.65K
$485K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
173New |
$26.1K - $28.2K
|
173
$31.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
172+ 0.76% |
$26K - $28K
|
22.9K
$4.18M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
166New |
$25K - $27.1K
|
166
$30.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
160+ 4.07% |
$24.1K - $26.1K
|
4.09K
$747K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
159+ 2.25% |
$24K - $25.9K
|
7.22K
$1.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
147+ 1.47% |
$22.2K - $24K
|
10.1K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
145New |
$21.9K - $23.6K
|
145
$26.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
136+ 0.23% |
$20.5K - $22.2K
|
58.5K
$10.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
134+ 6.16% |
$20.2K - $21.8K
|
2.31K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
131+ 0.28% |
$19.8K - $21.4K
|
46.2K
$8.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
130+ 2.35% |
$19.6K - $21.2K
|
5.66K
$1.03M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
130+ 3.08% |
$19.6K - $21.2K
|
4.35K
$795K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
125New |
$18.9K - $20.4K
|
125
$22.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
123+ 2.78% |
$18.6K - $20.1K
|
4.55K
$832K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121+ 8.98% |
$18.3K - $19.7K
|
1.47K
$268K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
121+ 4.31% |
$18.3K - $19.7K
|
2.93K
$535K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
119+ 2.45% |
$18K - $19.4K
|
4.98K
$911K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
119+ 2.45% |
$18K - $19.4K
|
4.98K
$911K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
118+ 52.44% |
$17.8K - $19.2K
|
343
$62.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
117+ 8.1% |
$17.7K - $19.1K
|
1.56K
$285K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
115+ 2.71% |
$17.4K - $18.7K
|
4.36K
$797K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
113+ 5.74% |
$17K - $18.4K
|
2.08K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
111+ 2.33% |
$16.7K - $18.1K
|
4.88K
$892K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
110+ 0.59% |
$16.6K - $17.9K
|
18.7K
$3.42M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
109+ 0.74% |
$16.4K - $17.8K
|
14.8K
$2.7M
|