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
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
117+ 4.0% |
$20.4K - $22K
|
3.04K
$544K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
116+ 0.3% |
$20.2K - $21.8K
|
38.9K
$6.96M
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
116+ 9.67% |
$20.2K - $21.8K
|
1.32K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
116New |
$20.2K - $21.8K
|
116
$20.8K
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
114+ 1.06% |
$19.9K - $21.4K
|
10.8K
$1.94M
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
113+ 7.37% |
$19.7K - $21.2K
|
1.65K
$294K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
113+ 2.55% |
$19.7K - $21.2K
|
4.54K
$813K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
113New |
$19.7K - $21.2K
|
113
$20.2K
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111+ 2.26% |
$19.3K - $20.8K
|
5.02K
$898K
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
111+ 0.77% |
$19.3K - $20.8K
|
14.6K
$2.6M
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
111+ 5.66% |
$19.3K - $20.8K
|
2.07K
$371K
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
109+ 7.03% |
$19K - $20.5K
|
1.66K
$297K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
105+ 5.9% |
$18.3K - $19.7K
|
1.89K
$337K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
104New |
$18.1K - $19.5K
|
104
$18.6K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
103+ 7.94% |
$17.9K - $19.3K
|
1.4K
$251K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
103+ 31.4% |
$17.9K - $19.3K
|
431
$77.1K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$17.4K - $18.8K
|
100
$17.9K
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
100New |
$17.4K - $18.8K
|
100
$17.9K
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
97+ 0.1% |
$16.9K - $18.2K
|
95.5K
$17.1M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
96New |
$16.7K - $18K
|
96
$17.2K
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
90+ 3.14% |
$15.7K - $16.9K
|
2.96K
$529K
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
89+ 1.22% |
$15.5K - $16.7K
|
7.41K
$1.33M
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
89+ 5.56% |
$15.5K - $16.7K
|
1.69K
$302K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
88+ 157.14% |
$15.3K - $16.5K
|
144
$25.8K
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
88+ 1.64% |
$15.3K - $16.5K
|
5.46K
$976K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
84+ 84.0% |
$14.6K - $15.8K
|
184
$32.9K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 2.0% |
$14.5K - $15.6K
|
4.22K
$755K
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
82+ 0.63% |
$14.3K - $15.4K
|
13.1K
$2.35M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
81+ 4.01% |
$14.1K - $15.2K
|
2.1K
$376K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
80+ 3.15% |
$13.9K - $15K
|
2.62K
$468K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
78+ 105.41% |
$13.6K - $14.6K
|
152
$27.2K
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
77+ 0.07% |
$13.4K - $14.4K
|
109K
$19.5M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
75+ 3.56% |
$13.1K - $14.1K
|
2.18K
$390K
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
75+ 0.3% |
$13.1K - $14.1K
|
24.8K
$4.43M
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
72+ 3.95% |
$12.5K - $13.5K
|
1.9K
$339K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 7.24% |
$12.5K - $13.5K
|
1.07K
$191K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
70+ 4.36% |
$12.2K - $13.1K
|
1.68K
$300K
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 0.59% |
$12K - $12.9K
|
11.8K
$2.12M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
68+ 1.13% |
$11.8K - $12.8K
|
6.11K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
65New |
$11.3K - $12.2K
|
65
$11.6K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
64+ 1.52% |
$11.2K - $12K
|
4.27K
$764K
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
64+ 0.35% |
$11.2K - $12K
|
18.2K
$3.26M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
64+ 1.02% |
$11.2K - $12K
|
6.36K
$1.14M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63+ 1.59% |
$11K - $11.8K
|
4.03K
$721K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
63+ 1.34% |
$11K - $11.8K
|
4.77K
$854K
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
61+ 3.7% |
$10.6K - $11.4K
|
1.71K
$306K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.19% |
$10.3K - $11.1K
|
31.8K
$5.69M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
58+ 3.21% |
$10.1K - $10.9K
|
1.87K
$334K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
58+ 1.63% |
$10.1K - $10.9K
|
3.63K
$649K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 0.34% |
$9.76K - $10.5K
|
16.6K
$2.97M
|