Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 3.3% |
$523 - $563
|
94
$17.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.18% |
$523 - $563
|
1.63K
$297K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.33% |
$348 - $375
|
616
$113K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2+ 1.11% |
$348 - $375
|
182
$33.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$348 - $375
|
3.9K
$713K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.1% |
$348 - $375
|
1.97K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$348 - $375
|
2.46K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.03% |
$174 - $188
|
3.73K
$681K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$174 - $188
|
1.59K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$174 - $188
|
6.33K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.04% |
$174 - $188
|
2.64K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.41% |
$174 - $188
|
244
$44.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$174 - $188
|
433
$79.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-5- 0.31% |
$871 - $938
|
1.63K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.49% |
$1.22K - $1.31K
|
1.43K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 0.11% |
$1.22K - $1.31K
|
6.41K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-7- 0.23% |
$1.22K - $1.31K
|
3.05K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7- 0.11% |
$1.22K - $1.31K
|
6.28K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7- 0.47% |
$1.22K - $1.31K
|
1.48K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-9- 0.03% |
$1.57K - $1.69K
|
26K
$4.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 0.72% |
$1.57K - $1.69K
|
1.24K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 0.38% |
$1.92K - $2.06K
|
2.86K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-12- 0.57% |
$2.09K - $2.25K
|
2.11K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-14- 0.02% |
$2.44K - $2.63K
|
82.2K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16- 0.77% |
$2.79K - $3K
|
2.06K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 0.23% |
$2.96K - $3.19K
|
7.27K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-18- 0.88% |
$3.14K - $3.38K
|
2.02K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-19- 1.04% |
$3.31K - $3.56K
|
1.81K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-19- 0.25% |
$3.31K - $3.56K
|
7.65K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-20- 0.99% |
$3.48K - $3.75K
|
2K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-24- 0.18% |
$4.18K - $4.5K
|
13.1K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.03% |
$4.36K - $4.69K
|
84.9K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-27- 0.39% |
$4.7K - $5.07K
|
6.85K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-29- 32.58% |
$5.05K - $5.44K
|
60
$11K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.22% |
$5.23K - $5.63K
|
13.4K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-35- 0.54% |
$6.1K - $6.57K
|
6.48K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-36- 2.28% |
$6.27K - $6.75K
|
1.54K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.19% |
$6.97K - $7.5K
|
21.3K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-40- 2.38% |
$6.97K - $7.5K
|
1.64K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-44- 0.97% |
$7.67K - $8.26K
|
4.49K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-44- 2.9% |
$7.67K - $8.26K
|
1.47K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-45- 3.27% |
$7.84K - $8.44K
|
1.33K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46- 0.64% |
$8.01K - $8.63K
|
7.15K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-46- 2.5% |
$8.01K - $8.63K
|
1.8K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-50- 0.51% |
$8.71K - $9.38K
|
9.72K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-50- 3.89% |
$8.71K - $9.38K
|
1.24K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 4.11% |
$9.58K - $10.3K
|
1.28K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-68- 0.77% |
$11.8K - $12.8K
|
8.82K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-70- 2.04% |
$12.2K - $13.1K
|
3.36K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-75- 0.08% |
$13.1K - $14.1K
|
89.8K
$16.4M
|