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 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-241- 16.95% |
$42K - $45.2K
|
1.18K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-247- 7.78% |
$43K - $46.3K
|
2.93K
$535K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-255- 9.82% |
$44.4K - $47.8K
|
2.34K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-260- 7.79% |
$45.3K - $48.8K
|
3.08K
$562K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-270- 1.62% |
$47K - $50.7K
|
16.4K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-273- 1.65% |
$47.6K - $51.2K
|
16.2K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-280- 1.47% |
$48.8K - $52.5K
|
18.8K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-281- 0.93% |
$49K - $52.7K
|
30K
$5.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-313- 6.48% |
$54.5K - $58.7K
|
4.51K
$825K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-315- 6.01% |
$54.9K - $59.1K
|
4.93K
$901K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-320- 10.12% |
$55.8K - $60K
|
2.84K
$519K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-323- 11.99% |
$56.3K - $60.6K
|
2.37K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-332- 5.84% |
$57.8K - $62.3K
|
5.35K
$977K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-332- 5.31% |
$57.8K - $62.3K
|
5.92K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-335- 9.59% |
$58.4K - $62.9K
|
3.16K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-345- 8.42% |
$60.1K - $64.7K
|
3.75K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-351- 0.69% |
$61.2K - $65.9K
|
50.8K
$9.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-354- 8.9% |
$61.7K - $66.4K
|
3.62K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-358- 1.25% |
$62.4K - $67.2K
|
28.3K
$5.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-360- 2.01% |
$62.7K - $67.5K
|
17.5K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-360- 13.41% |
$62.7K - $67.5K
|
2.32K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-375- 10.74% |
$65.3K - $70.4K
|
3.12K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-407- 3.93% |
$70.9K - $76.4K
|
9.94K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-424- 1.47% |
$73.9K - $79.6K
|
28.4K
$5.19M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-425- 12.25% |
$74K - $79.7K
|
3.04K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-434- 1.08% |
$75.6K - $81.4K
|
39.6K
$7.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-446- 1.88% |
$77.7K - $83.7K
|
23.3K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-451- 73.93% |
$78.6K - $84.6K
|
159
$29.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-465- 51.04% |
$81K - $87.2K
|
446
$81.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-476- 2.49% |
$82.9K - $89.3K
|
18.6K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-482- 3.97% |
$84K - $90.4K
|
11.7K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-484- 3.46% |
$84.3K - $90.8K
|
13.5K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-497- 2.73% |
$86.6K - $93.2K
|
17.7K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-501- 9.98% |
$87.3K - $94K
|
4.52K
$826K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-513- 2.3% |
$89.4K - $96.2K
|
21.8K
$3.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-522- 27.19% |
$90.9K - $97.9K
|
1.4K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-530- 26.93% |
$92.3K - $99.4K
|
1.44K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-533- 2.48% |
$92.9K - $100K
|
21K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-539- 15.26% |
$93.9K - $101K
|
2.99K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-555- 4.12% |
$96.7K - $104K
|
12.9K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-613- 19.36% |
$107K - $115K
|
2.55K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-622- 2.67% |
$108K - $117K
|
22.7K
$4.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-625- 4.29% |
$109K - $117K
|
14K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-626- 3.16% |
$109K - $117K
|
19.2K
$3.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-636- 0.31% |
$111K - $119K
|
203K
$37.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-640- 12.19% |
$112K - $120K
|
4.61K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-643- 5.33% |
$112K - $121K
|
11.4K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-644- 11.96% |
$112K - $121K
|
4.74K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-698- 2.25% |
$122K - $131K
|
30.3K
$5.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-773- 9.4% |
$135K - $145K
|
7.45K
$1.36M
|