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 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12+ 0.94% |
$2.09K - $2.25K
|
1.28K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.34% |
$2.09K - $2.25K
|
3.53K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
11+ 550.0% |
$1.92K - $2.06K
|
13
$2.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
10+ 0.28% |
$1.74K - $1.88K
|
3.59K
$651K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 1.03% |
$1.74K - $1.88K
|
981
$178K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.35% |
$1.74K - $1.88K
|
2.9K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.36% |
$1.22K - $1.31K
|
1.95K
$353K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7+ 1.72% |
$1.22K - $1.31K
|
413
$74.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.24% |
$1.22K - $1.31K
|
2.91K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.36% |
$1.22K - $1.31K
|
1.94K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.36% |
$871 - $938
|
1.4K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5+ 0.19% |
$871 - $938
|
2.66K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5+ 0.33% |
$871 - $938
|
1.5K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.37% |
$871 - $938
|
1.34K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.07% |
$871 - $938
|
7.1K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$697 - $750
|
2.4K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.19% |
$697 - $750
|
2.08K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$697 - $750
|
1.65K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.31% |
$697 - $750
|
1.29K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.11% |
$697 - $750
|
3.49K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.23% |
$697 - $750
|
1.71K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4+ 0.34% |
$697 - $750
|
1.18K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.26% |
$697 - $750
|
1.57K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4+ 0.31% |
$697 - $750
|
1.31K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3+ 0.05% |
$523 - $563
|
5.75K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.18% |
$523 - $563
|
1.63K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 3.3% |
$523 - $563
|
94
$17K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.32% |
$523 - $563
|
930
$169K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$348 - $375
|
3.9K
$707K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$348 - $375
|
2.46K
$446K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.33% |
$348 - $375
|
616
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2+ 1.11% |
$348 - $375
|
182
$33K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.1% |
$348 - $375
|
1.97K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.03% |
$174 - $188
|
3.73K
$676K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1New |
$174 - $188
|
1
$181
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.04% |
$174 - $188
|
2.64K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1+ 0.07% |
$174 - $188
|
1.54K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$174 - $188
|
6.33K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$174 - $188
|
433
$78.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$174 - $188
|
3.03K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1+ 0.04% |
$174 - $188
|
2.82K
$511K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$174 - $188
|
1.59K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.41% |
$174 - $188
|
244
$44.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-5- 0.17% |
$871 - $938
|
2.93K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-5- 0.31% |
$871 - $938
|
1.63K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-6- 1.4% |
$1.05K - $1.13K
|
423
$76.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 0.11% |
$1.22K - $1.31K
|
6.41K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7- 0.47% |
$1.22K - $1.31K
|
1.48K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.49% |
$1.22K - $1.31K
|
1.43K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7- 0.11% |
$1.22K - $1.31K
|
6.28K
$1.14M
|