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 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.98KNew |
$344K - $371K
|
1.98K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.95KNew |
$340K - $367K
|
1.95K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.93K+ 21.21% |
$336K - $362K
|
11K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.9K+ 1.3% |
$331K - $357K
|
148K
$27.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.88KNew |
$327K - $352K
|
1.88K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 1.77% |
$315K - $339K
|
104K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.81K+ 9.35% |
$315K - $339K
|
21.1K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 28.21% |
$315K - $339K
|
8.21K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.79K+ 6.77% |
$312K - $336K
|
28.2K
$5.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.73K+ 33.22% |
$301K - $324K
|
6.93K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 4.39% |
$298K - $321K
|
40.7K
$7.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$295K - $318K
|
1.69K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.69K+ 9.04% |
$295K - $318K
|
20.4K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.68KNew |
$292K - $314K
|
1.68K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.61KNew |
$281K - $303K
|
1.61K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.61K+ 2.58% |
$280K - $302K
|
64K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1.61KNew |
$280K - $302K
|
1.61K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.59K+ 0.35% |
$277K - $298K
|
459K
$83.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.59KNew |
$277K - $298K
|
1.59K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.56K+ 1020.92% |
$272K - $293K
|
1.72K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$272K - $293K
|
1.56K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.55KNew |
$269K - $290K
|
1.55K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.53K+ 9.47% |
$266K - $287K
|
17.7K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.52K+ 2.09% |
$265K - $285K
|
74.1K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 5.85% |
$260K - $280K
|
27K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.49K+ 14.51% |
$259K - $279K
|
11.7K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 29.57% |
$259K - $278K
|
6.5K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.44KNew |
$251K - $270K
|
1.44K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.43K+ 6.04% |
$250K - $269K
|
25.2K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$261K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.42K+ 2.88% |
$247K - $266K
|
50.6K
$9.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.4K+ 3.16% |
$244K - $263K
|
45.8K
$8.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$243K - $262K
|
1.39K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.39K+ 50.56% |
$243K - $262K
|
4.15K
$759K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.38K+ 2.05% |
$240K - $258K
|
68.6K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.37K+ 1.43% |
$239K - $258K
|
97.6K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.34K+ 13.75% |
$233K - $251K
|
11.1K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.31K+ 10.53% |
$228K - $246K
|
13.8K
$2.52M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.3K+ 2.61% |
$227K - $244K
|
51.2K
$9.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.28KNew |
$223K - $240K
|
1.28K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 2.02% |
$223K - $240K
|
64.7K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 47.45% |
$222K - $239K
|
3.96K
$723K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.27KNew |
$221K - $238K
|
1.27K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.26K+ 22.26% |
$220K - $237K
|
6.93K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.26K+ 4.4% |
$219K - $236K
|
29.8K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$215K - $232K
|
1.24K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.23K+ 56.83% |
$214K - $230K
|
3.39K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.22KNew |
$212K - $229K
|
1.22K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.18K+ 2.11% |
$205K - $221K
|
56.9K
$10.4M
|