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 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-731- 17.18% |
$97.7K - $116K
|
3.53K
$644K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-736- 2.49% |
$98.4K - $117K
|
28.8K
$5.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-740- 9.95% |
$98.9K - $117K
|
6.7K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-741- 6.01% |
$99K - $117K
|
11.6K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-761- 2.95% |
$102K - $121K
|
25K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-772- 38.43% |
$103K - $122K
|
1.24K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-790- 14.23% |
$106K - $125K
|
4.76K
$870K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-795- 4.98% |
$106K - $126K
|
15.2K
$2.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-798- 5.71% |
$107K - $126K
|
13.2K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-806- 45.95% |
$108K - $128K
|
948
$173K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-812- 6.23% |
$109K - $129K
|
12.2K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-813- 1.91% |
$109K - $129K
|
41.7K
$7.61M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-813- 32.2% |
$109K - $129K
|
1.71K
$313K
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-824- 3.05% |
$110K - $131K
|
26.2K
$4.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-838- 1.88% |
$112K - $133K
|
43.7K
$7.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-850- 5.63% |
$114K - $135K
|
14.2K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-854- 22.71% |
$114K - $135K
|
2.91K
$531K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-862- 13.62% |
$115K - $137K
|
5.47K
$999K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-874- 7.28% |
$117K - $138K
|
11.1K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-900- 7.5% |
$120K - $143K
|
11.1K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-903- 15.99% |
$121K - $143K
|
4.75K
$867K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-909- 10.02% |
$121K - $144K
|
8.16K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-947- 0.82% |
$127K - $150K
|
115K
$21M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-950- 15.78% |
$127K - $150K
|
5.07K
$926K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1K- 32.88% |
$134K - $158K
|
2.04K
$373K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1K- 12.11% |
$134K - $159K
|
7.28K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.01K- 5.14% |
$135K - $160K
|
18.6K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.04K- 6.36% |
$139K - $165K
|
15.3K
$2.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.41% |
$140K - $166K
|
42.3K
$7.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.05K- 2.26% |
$141K - $167K
|
45.5K
$8.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-1.06K- 1.18% |
$142K - $168K
|
88.8K
$16.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.08K- 22.38% |
$144K - $171K
|
3.75K
$685K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.1K- 12.66% |
$146K - $174K
|
7.56K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 5.82% |
$152K - $180K
|
18.4K
$3.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.16K- 15.69% |
$155K - $183K
|
6.22K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.21K- 1.2% |
$162K - $192K
|
99.9K
$18.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.23K- 10.81% |
$164K - $194K
|
10.1K
$1.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.25K- 3.89% |
$167K - $197K
|
30.8K
$5.63M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.31K- 18.64% |
$175K - $208K
|
5.73K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.33K- 3.41% |
$178K - $211K
|
37.7K
$6.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.33K- 49.26% |
$178K - $211K
|
1.37K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.34K- 31.59% |
$179K - $212K
|
2.9K
$530K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 32.42% |
$185K - $219K
|
2.88K
$526K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.41K- 12.21% |
$188K - $223K
|
10.1K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.45K- 8.83% |
$194K - $229K
|
14.9K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 13.61% |
$194K - $230K
|
9.21K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.46K- 0.56% |
$195K - $232K
|
261K
$47.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.48K- 3.65% |
$197K - $234K
|
39K
$7.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.5K- 9.34% |
$200K - $237K
|
14.5K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.5K- 12.89% |
$200K - $238K
|
10.1K
$1.85M
|