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 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.22% |
$5.23K - $5.63K
|
13.4K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 63.27% |
$5.4K - $5.82K
|
18
$3.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-35- 0.54% |
$6.1K - $6.57K
|
6.48K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-36- 2.28% |
$6.27K - $6.75K
|
1.54K
$282K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 1.33% |
$6.27K - $6.75K
|
2.67K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-39- 0.72% |
$6.79K - $7.32K
|
5.39K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-40- 2.38% |
$6.97K - $7.5K
|
1.64K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.19% |
$6.97K - $7.5K
|
21.3K
$3.9M
|
|
|
Jul 15, 2025
Q4 2024
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-40- 0.12% |
$6.97K - $7.5K
|
32.1K
$5.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-42- 3.02% |
$7.32K - $7.88K
|
1.35K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-44- 0.97% |
$7.67K - $8.26K
|
4.49K
$822K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-44- 2.9% |
$7.67K - $8.26K
|
1.47K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-45- 3.27% |
$7.84K - $8.44K
|
1.33K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45- 0.45% |
$7.84K - $8.44K
|
9.98K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46- 0.64% |
$8.01K - $8.63K
|
7.15K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-46- 2.5% |
$8.01K - $8.63K
|
1.8K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-48- 0.24% |
$8.36K - $9.01K
|
19.9K
$3.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-50- 3.89% |
$8.71K - $9.38K
|
1.24K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-50- 0.51% |
$8.71K - $9.38K
|
9.72K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-52- 0.64% |
$9.06K - $9.76K
|
8.13K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-53- 0.79% |
$9.23K - $9.94K
|
6.67K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 4.11% |
$9.58K - $10.3K
|
1.28K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-57- 2.9% |
$9.93K - $10.7K
|
1.91K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-63- 5.25% |
$11K - $11.8K
|
1.14K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-68- 0.77% |
$11.8K - $12.8K
|
8.82K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-69- 3.41% |
$12K - $12.9K
|
1.95K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-69- 2.29% |
$12K - $12.9K
|
2.95K
$539K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-70- 2.04% |
$12.2K - $13.1K
|
3.36K
$615K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-74- 1.91% |
$12.9K - $13.9K
|
3.8K
$695K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-75- 0.08% |
$13.1K - $14.1K
|
89.8K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-78- 1.45% |
$13.6K - $14.6K
|
5.31K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-80- 5.92% |
$13.9K - $15K
|
1.27K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-80- 0.49% |
$13.9K - $15K
|
16.2K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-81- 1.63% |
$14.1K - $15.2K
|
4.89K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-81- 0.65% |
$14.1K - $15.2K
|
12.3K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-83- 50.0% |
$14.5K - $15.6K
|
83
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-86- 0.84% |
$15K - $16.1K
|
10.1K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-87- 0.98% |
$15.2K - $16.3K
|
8.78K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-88- 0.93% |
$15.3K - $16.5K
|
9.39K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-90- 5.42% |
$15.7K - $16.9K
|
1.57K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-90- 0.05% |
$15.7K - $16.9K
|
192K
$35.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-91- 2.68% |
$15.9K - $17.1K
|
3.31K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-95- 2.79% |
$16.6K - $17.8K
|
3.31K
$605K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-99- 0.39% |
$17.2K - $18.6K
|
25K
$4.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-99- 2.9% |
$17.2K - $18.6K
|
3.32K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-99- 60.37% |
$17.2K - $18.6K
|
65
$11.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-103- 0.78% |
$17.9K - $19.3K
|
13.1K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-104- 1.08% |
$18.1K - $19.5K
|
9.5K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-105- 1.16% |
$18.3K - $19.7K
|
8.94K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-105- 3.18% |
$18.3K - $19.7K
|
3.19K
$585K
|