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 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-215- 5.95% |
$37.5K - $40.3K
|
3.4K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-216- 2.74% |
$37.6K - $40.5K
|
7.66K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-221- 1.57% |
$38.5K - $41.5K
|
13.9K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-222- 3.58% |
$38.7K - $41.7K
|
5.98K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-236- 0.91% |
$41.1K - $44.3K
|
25.6K
$4.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-237- 0.41% |
$41.3K - $44.5K
|
57.6K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-241- 16.95% |
$42K - $45.2K
|
1.18K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-247- 7.78% |
$43K - $46.3K
|
2.93K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-255- 9.82% |
$44.4K - $47.8K
|
2.34K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-260- 7.79% |
$45.3K - $48.8K
|
3.08K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-270- 1.62% |
$47K - $50.7K
|
16.4K
$2.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-273- 1.65% |
$47.6K - $51.2K
|
16.2K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-280- 1.47% |
$48.8K - $52.5K
|
18.8K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-281- 0.93% |
$49K - $52.7K
|
30K
$5.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-296- 2.78% |
$51.6K - $55.5K
|
10.3K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-312- 35.9% |
$54.4K - $58.5K
|
557
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-313- 6.48% |
$54.5K - $58.7K
|
4.51K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-315- 6.01% |
$54.9K - $59.1K
|
4.93K
$894K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-320- 10.12% |
$55.8K - $60K
|
2.84K
$515K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-323- 11.99% |
$56.3K - $60.6K
|
2.37K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-330- 7.06% |
$57.5K - $61.9K
|
4.34K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-332- 5.31% |
$57.8K - $62.3K
|
5.92K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-332- 5.84% |
$57.8K - $62.3K
|
5.35K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-335- 9.59% |
$58.4K - $62.9K
|
3.16K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-345- 8.42% |
$60.1K - $64.7K
|
3.75K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-351- 0.69% |
$61.2K - $65.9K
|
50.8K
$9.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-354- 8.9% |
$61.7K - $66.4K
|
3.62K
$657K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-358- 1.25% |
$62.4K - $67.2K
|
28.3K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-360- 13.41% |
$62.7K - $67.5K
|
2.32K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-360- 2.01% |
$62.7K - $67.5K
|
17.5K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-375- 10.74% |
$65.3K - $70.4K
|
3.12K
$565K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-378- 6.1% |
$65.9K - $70.9K
|
5.82K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-390- 18.53% |
$67.9K - $73.2K
|
1.72K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-394- 8.85% |
$68.6K - $73.9K
|
4.06K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-407- 3.93% |
$70.9K - $76.4K
|
9.94K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-424- 1.47% |
$73.9K - $79.6K
|
28.4K
$5.15M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-425- 12.25% |
$74K - $79.7K
|
3.04K
$552K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-434- 1.08% |
$75.6K - $81.4K
|
39.6K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-446- 1.88% |
$77.7K - $83.7K
|
23.3K
$4.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-451- 73.93% |
$78.6K - $84.6K
|
159
$28.8K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-459- 34.64% |
$80K - $86.1K
|
866
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-465- 51.04% |
$81K - $87.2K
|
446
$80.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-476- 2.49% |
$82.9K - $89.3K
|
18.6K
$3.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-482- 3.97% |
$84K - $90.4K
|
11.7K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-484- 3.46% |
$84.3K - $90.8K
|
13.5K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-497- 2.73% |
$86.6K - $93.2K
|
17.7K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-501- 9.98% |
$87.3K - $94K
|
4.52K
$820K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-513- 2.3% |
$89.4K - $96.2K
|
21.8K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-522- 27.19% |
$90.9K - $97.9K
|
1.4K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-530- 26.93% |
$92.3K - $99.4K
|
1.44K
$261K
|