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 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
744+ 49.57% |
$130K - $140K
|
2.25K
$407K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
743+ 12.68% |
$129K - $139K
|
6.6K
$1.2M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
732+ 24.78% |
$128K - $137K
|
3.69K
$668K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
727New |
$127K - $136K
|
727
$132K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
722+ 1.76% |
$126K - $135K
|
41.8K
$7.58M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
715+ 45.8% |
$125K - $134K
|
2.28K
$413K
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
693+ 24.31% |
$121K - $130K
|
3.54K
$643K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
693+ 35.14% |
$121K - $130K
|
2.67K
$483K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
680+ 31.94% |
$118K - $128K
|
2.81K
$509K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
662+ 56.87% |
$115K - $124K
|
1.83K
$331K
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
653+ 35.7% |
$114K - $123K
|
2.48K
$450K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
653+ 7.07% |
$114K - $123K
|
9.89K
$1.79M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
652+ 10.1% |
$114K - $122K
|
7.11K
$1.29M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
649+ 24.85% |
$113K - $122K
|
3.26K
$591K
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
647+ 18.03% |
$113K - $121K
|
4.24K
$768K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
645+ 0.81% |
$112K - $121K
|
80.6K
$14.6M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
642+ 5.7% |
$112K - $120K
|
11.9K
$2.16M
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
640+ 2.75% |
$112K - $120K
|
23.9K
$4.34M
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
629+ 4.94% |
$110K - $118K
|
13.4K
$2.42M
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
623+ 0.51% |
$109K - $117K
|
123K
$22.4M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
615New |
$107K - $115K
|
615
$112K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
615+ 23.4% |
$107K - $115K
|
3.24K
$588K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
603+ 23.23% |
$105K - $113K
|
3.2K
$580K
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
601+ 1.71% |
$105K - $113K
|
35.8K
$6.49M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
597+ 3.18% |
$104K - $112K
|
19.4K
$3.51M
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
585+ 2.71% |
$102K - $110K
|
22.2K
$4.02M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
583+ 7.97% |
$102K - $109K
|
7.9K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
582+ 5.04% |
$101K - $109K
|
12.1K
$2.2M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
571+ 8.03% |
$99.5K - $107K
|
7.68K
$1.39M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
567+ 9.77% |
$98.8K - $106K
|
6.37K
$1.16M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
549New |
$95.6K - $103K
|
549
$99.6K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
541+ 236.24% |
$94.3K - $102K
|
770
$140K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
536+ 7.27% |
$93.4K - $101K
|
7.91K
$1.43M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
534+ 1.25% |
$93K - $100K
|
43.1K
$7.82M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
525+ 17.07% |
$91.5K - $98.5K
|
3.6K
$653K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
521+ 1.38% |
$90.8K - $97.8K
|
38.2K
$6.92M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
520+ 4.69% |
$90.6K - $97.6K
|
11.6K
$2.1M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
515+ 40.74% |
$89.7K - $96.6K
|
1.78K
$323K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
506+ 1.95% |
$88.2K - $94.9K
|
26.5K
$4.81M
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
496+ 11.99% |
$86.4K - $93.1K
|
4.63K
$840K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
494+ 2.02% |
$86.1K - $92.7K
|
24.9K
$4.51M
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
489+ 14.43% |
$85.2K - $91.7K
|
3.88K
$703K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
487+ 3.34% |
$84.8K - $91.4K
|
15.1K
$2.73M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
486New |
$84.7K - $91.2K
|
486
$88.1K
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
480+ 4.3% |
$83.6K - $90.1K
|
11.6K
$2.11M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
478+ 16.05% |
$83.3K - $89.7K
|
3.46K
$627K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
470New |
$81.9K - $88.2K
|
470
$85.2K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
460+ 29.08% |
$80.1K - $86.3K
|
2.04K
$370K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
459+ 5.13% |
$80K - $86.1K
|
9.41K
$1.71M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
457+ 12.28% |
$79.6K - $85.7K
|
4.18K
$758K
|