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 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 41.87% |
$205K - $220K
|
1.63K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 4.7% |
$232K - $250K
|
27K
$4.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.34K- 20.77% |
$233K - $251K
|
5.1K
$924K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.44K- 24.11% |
$250K - $269K
|
4.52K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.45K- 1.22% |
$252K - $272K
|
117K
$21.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.45K- 2.83% |
$253K - $272K
|
49.9K
$9.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.47K- 1.54% |
$257K - $277K
|
94.3K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.48K- 11.51% |
$258K - $278K
|
11.4K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.48K- 33.97% |
$258K - $278K
|
2.88K
$523K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.49K- 1.52% |
$260K - $280K
|
96.5K
$17.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.57K- 2.28% |
$273K - $294K
|
67.1K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.57K- 10.56% |
$274K - $295K
|
13.3K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 0.45% |
$280K - $302K
|
355K
$64.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.61K- 10.35% |
$280K - $302K
|
13.9K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.65K- 3.19% |
$287K - $309K
|
49.9K
$9.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.7K- 5.55% |
$296K - $318K
|
28.9K
$5.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.7K- 9.8% |
$296K - $319K
|
15.7K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.77K- 0.94% |
$308K - $331K
|
187K
$33.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.92K- 13.39% |
$334K - $359K
|
12.4K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.98K- 1.92% |
$345K - $371K
|
101K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.01K- 44.82% |
$351K - $378K
|
2.48K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.06K- 2.39% |
$358K - $386K
|
83.8K
$15.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-2.24K- 13.12% |
$390K - $420K
|
14.8K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.28K- 4.24% |
$397K - $427K
|
51.5K
$9.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.46K- 3.39% |
$428K - $461K
|
70.2K
$12.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.46K- 10.14% |
$429K - $462K
|
21.8K
$3.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.56K- 63.34% |
$446K - $481K
|
1.48K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.57K- 2.92% |
$448K - $482K
|
85.4K
$15.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.6K- 5.16% |
$453K - $488K
|
47.9K
$8.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.62K- 4.33% |
$456K - $491K
|
57.9K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.68K- 9.18% |
$466K - $502K
|
26.5K
$4.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.7K- 0.79% |
$471K - $507K
|
338K
$61.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.78K- 59.02% |
$484K - $521K
|
1.93K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.78K- 25.42% |
$485K - $522K
|
8.17K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.81K- 17.95% |
$490K - $527K
|
12.8K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.82K- 6.69% |
$490K - $528K
|
39.3K
$7.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.13K- 52.01% |
$545K - $587K
|
2.89K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.38K- 6.51% |
$589K - $634K
|
48.5K
$8.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.51K- 2.17% |
$611K - $658K
|
158K
$28.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.53K- 23.13% |
$614K - $661K
|
11.7K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.72K- 15.3% |
$647K - $697K
|
20.6K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 2.57% |
$662K - $713K
|
144K
$26.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.88K- 4.4% |
$676K - $729K
|
84.5K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.9K- 10.8% |
$680K - $732K
|
32.2K
$5.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.05K- 3.52% |
$705K - $759K
|
111K
$20.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.09K- 30.2% |
$712K - $766K
|
9.44K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.11K- 20.61% |
$716K - $771K
|
15.8K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-4.13K- 98.57% |
$720K - $775K
|
60
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.35K- 2.18% |
$758K - $816K
|
195K
$35.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.42K- 8.69% |
$771K - $830K
|
46.5K
$8.43M
|