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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-183- 3.71% |
$31.9K - $34.3K
|
4.75K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-186- 5.8% |
$32.4K - $34.9K
|
3.02K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-187- 0.79% |
$32.6K - $35.1K
|
23.6K
$4.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-192- 2.52% |
$33.5K - $36K
|
7.42K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-193- 1.4% |
$33.6K - $36.2K
|
13.6K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-197- 0.07% |
$34.3K - $37K
|
267K
$47.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-197- 4.97% |
$34.3K - $37K
|
3.76K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-199- 4.87% |
$34.7K - $37.3K
|
3.89K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-199- 0.39% |
$34.7K - $37.3K
|
50.6K
$9.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-199- 3.72% |
$34.7K - $37.3K
|
5.15K
$921K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-203- 1.33% |
$35.4K - $38.1K
|
15.1K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-210- 3.56% |
$36.6K - $39.4K
|
5.69K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-211- 4.74% |
$36.8K - $39.6K
|
4.25K
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-213- 1.24% |
$37.1K - $40K
|
16.9K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-215- 5.95% |
$37.5K - $40.3K
|
3.4K
$608K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-216- 2.74% |
$37.6K - $40.5K
|
7.66K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-221- 1.57% |
$38.5K - $41.5K
|
13.9K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-222- 3.58% |
$38.7K - $41.7K
|
5.98K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-236- 0.91% |
$41.1K - $44.3K
|
25.6K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-237- 0.41% |
$41.3K - $44.5K
|
57.6K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-239- 11.55% |
$41.6K - $44.8K
|
1.83K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-241- 16.95% |
$42K - $45.2K
|
1.18K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-247- 7.78% |
$43K - $46.3K
|
2.93K
$524K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-254- 12.56% |
$44.3K - $47.7K
|
1.77K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-255- 9.82% |
$44.4K - $47.8K
|
2.34K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-260- 7.79% |
$45.3K - $48.8K
|
3.08K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-267- 12.19% |
$46.5K - $50.1K
|
1.92K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-270- 1.62% |
$47K - $50.7K
|
16.4K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-273- 1.65% |
$47.6K - $51.2K
|
16.2K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-276- 1.45% |
$48.1K - $51.8K
|
18.8K
$3.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-280- 1.47% |
$48.8K - $52.5K
|
18.8K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-281- 0.93% |
$49K - $52.7K
|
30K
$5.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-284- 2.6% |
$49.5K - $53.3K
|
10.6K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-296- 2.78% |
$51.6K - $55.5K
|
10.3K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-299- 59.21% |
$52.1K - $56.1K
|
206
$36.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-312- 35.9% |
$54.4K - $58.5K
|
557
$99.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-313- 6.48% |
$54.5K - $58.7K
|
4.51K
$808K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-315- 6.01% |
$54.9K - $59.1K
|
4.93K
$882K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-319- 0.69% |
$55.6K - $59.9K
|
45.9K
$8.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-320- 10.12% |
$55.8K - $60K
|
2.84K
$508K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-323- 11.99% |
$56.3K - $60.6K
|
2.37K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-326- 9.57% |
$56.8K - $61.2K
|
3.08K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-330- 7.06% |
$57.5K - $61.9K
|
4.34K
$777K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-332- 5.31% |
$57.8K - $62.3K
|
5.92K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-332- 5.84% |
$57.8K - $62.3K
|
5.35K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-332- 3.51% |
$57.8K - $62.3K
|
9.12K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-335- 9.59% |
$58.4K - $62.9K
|
3.16K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-345- 8.42% |
$60.1K - $64.7K
|
3.75K
$671K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-351- 0.69% |
$61.2K - $65.9K
|
50.8K
$9.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-354- 8.9% |
$61.7K - $66.4K
|
3.62K
$648K
|