Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110+ 215.69% |
$14.7K - $17.4K
|
161
$29.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
106+ 0.8% |
$14.2K - $16.8K
|
13.4K
$2.45M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$14K - $16.6K
|
105
$19.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
104New |
$13.9K - $16.5K
|
104
$19K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
103+ 51.5% |
$13.8K - $16.3K
|
303
$55.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
103+ 0.85% |
$13.8K - $16.3K
|
12.2K
$2.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
101+ 3.83% |
$13.5K - $16K
|
2.74K
$501K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
92New |
$12.3K - $14.6K
|
92
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
86+ 0.27% |
$11.5K - $13.6K
|
31.7K
$5.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
83+ 5.34% |
$11.1K - $13.1K
|
1.64K
$300K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
81+ 2.86% |
$10.8K - $12.8K
|
2.91K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
81+ 1.63% |
$10.8K - $12.8K
|
5.06K
$926K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
80+ 2.09% |
$10.7K - $12.7K
|
3.92K
$717K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
78+ 8.96% |
$10.4K - $12.4K
|
949
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
75+ 3.49% |
$10K - $11.9K
|
2.23K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
74+ 98.67% |
$9.89K - $11.7K
|
149
$27.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
72+ 0.68% |
$9.62K - $11.4K
|
10.6K
$1.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
70+ 1.19% |
$9.36K - $11.1K
|
5.96K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.77% |
$9.36K - $11.1K
|
1.93K
$353K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$8.55K - $10.1K
|
64
$11.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
60+ 11.43% |
$8.02K - $9.5K
|
585
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
56+ 0.39% |
$7.48K - $8.87K
|
14.3K
$2.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
56+ 1.94% |
$7.48K - $8.87K
|
2.95K
$540K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
55+ 22.54% |
$7.35K - $8.71K
|
299
$54.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
55+ 2.69% |
$7.35K - $8.71K
|
2.1K
$385K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
54+ 0.21% |
$7.22K - $8.55K
|
25.2K
$4.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
51+ 2.44% |
$6.82K - $8.08K
|
2.14K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
51+ 0.28% |
$6.82K - $8.08K
|
18.1K
$3.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
50+ 2.58% |
$6.68K - $7.92K
|
1.99K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 0.58% |
$6.68K - $7.92K
|
8.62K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
48New |
$6.42K - $7.6K
|
48
$8.79K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
46+ 0.55% |
$6.15K - $7.29K
|
8.39K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41New |
$5.48K - $6.49K
|
41
$7.51K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
40+ 0.06% |
$5.35K - $6.34K
|
67K
$12.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
36+ 2.29% |
$4.81K - $5.7K
|
1.61K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36+ 0.21% |
$4.81K - $5.7K
|
16.9K
$3.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
36+ 1.45% |
$4.81K - $5.7K
|
2.52K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
35+ 0.18% |
$4.68K - $5.54K
|
19.1K
$3.49M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
31+ 6.62% |
$4.14K - $4.91K
|
499
$91.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
30+ 0.39% |
$4.01K - $4.75K
|
7.76K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
24+ 0.59% |
$3.21K - $3.8K
|
4.1K
$751K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
22+ 0.38% |
$2.94K - $3.49K
|
5.84K
$1.07M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
22New |
$2.94K - $3.49K
|
22
$4.03K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22New |
$2.94K - $3.49K
|
22
$4.03K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20+ 0.33% |
$2.67K - $3.17K
|
6.02K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
20+ 0.46% |
$2.67K - $3.17K
|
4.38K
$802K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 4.08% |
$2.54K - $3.01K
|
485
$88.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
16New |
$2.14K - $2.53K
|
16
$2.93K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
15+ 0.31% |
$2K - $2.38K
|
4.82K
$883K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
15New |
$2K - $2.38K
|
15
$2.75K
|