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 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-106- 1.74% |
$18.5K - $19.9K
|
5.99K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-110- 7.74% |
$19.2K - $20.6K
|
1.31K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-113- 1.42% |
$19.7K - $21.2K
|
7.86K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-115- 0.98% |
$20K - $21.6K
|
11.6K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-117- 2.12% |
$20.4K - $22K
|
5.4K
$988K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-121- 0.29% |
$21.1K - $22.7K
|
41K
$7.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-128- 14.75% |
$22.3K - $24K
|
740
$135K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-128- 1.49% |
$22.3K - $24K
|
8.45K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-129- 1.89% |
$22.5K - $24.2K
|
6.69K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-129- 0.68% |
$22.5K - $24.2K
|
18.8K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-130- 3.64% |
$22.6K - $24.4K
|
3.44K
$630K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-131- 3.63% |
$22.8K - $24.6K
|
3.48K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-132- 0.27% |
$23K - $24.8K
|
48.5K
$8.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-134- 7.61% |
$23.3K - $25.1K
|
1.63K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-135- 4.87% |
$23.5K - $25.3K
|
2.64K
$483K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-136- 4.73% |
$23.7K - $25.5K
|
2.74K
$501K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-136- 8.27% |
$23.7K - $25.5K
|
1.51K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-136- 64.76% |
$23.7K - $25.5K
|
74
$13.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-137- 2.71% |
$23.9K - $25.7K
|
4.91K
$899K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-137- 8.58% |
$23.9K - $25.7K
|
1.46K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-138- 0.5% |
$24K - $25.9K
|
27.4K
$5.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-142- 3.28% |
$24.7K - $26.6K
|
4.18K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-144- 3.34% |
$25.1K - $27K
|
4.16K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-146- 0.05% |
$25.4K - $27.4K
|
316K
$57.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-148- 3.3% |
$25.8K - $27.8K
|
4.34K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 11.4% |
$26.1K - $28.1K
|
1.17K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-150- 10.14% |
$26.1K - $28.1K
|
1.33K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-156- 1.02% |
$27.2K - $29.3K
|
15.1K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-157- 2.83% |
$27.4K - $29.5K
|
5.39K
$987K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-158- 10.25% |
$27.5K - $29.6K
|
1.38K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 3.61% |
$27.9K - $30K
|
4.27K
$781K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-165- 23.14% |
$28.7K - $31K
|
548
$100K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-167- 2.37% |
$29.1K - $31.3K
|
6.87K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-168- 6.6% |
$29.3K - $31.5K
|
2.38K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 6.25% |
$29.4K - $31.7K
|
2.54K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-172- 0.66% |
$30K - $32.3K
|
25.7K
$4.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-173- 1.19% |
$30.1K - $32.5K
|
14.4K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-175- 7.94% |
$30.5K - $32.8K
|
2.03K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-175- 1.54% |
$30.5K - $32.8K
|
11.2K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-175- 12.64% |
$30.5K - $32.8K
|
1.21K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-177- 1.58% |
$30.8K - $33.2K
|
11.1K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-179- 6.56% |
$31.2K - $33.6K
|
2.55K
$467K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-182- 3.21% |
$31.7K - $34.1K
|
5.48K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-183- 10.99% |
$31.9K - $34.3K
|
1.48K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-183- 0.32% |
$31.9K - $34.3K
|
57.8K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-183- 3.71% |
$31.9K - $34.3K
|
4.75K
$870K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-184- 9.3% |
$32.1K - $34.5K
|
1.8K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-186- 5.8% |
$32.4K - $34.9K
|
3.02K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-187- 0.79% |
$32.6K - $35.1K
|
23.6K
$4.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-192- 2.52% |
$33.5K - $36K
|
7.42K
$1.36M
|