Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
426New |
$65.5K - $72.2K
|
426
$75.3K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
424+ 0.65% |
$65.2K - $71.8K
|
66.1K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
423+ 0.95% |
$65.1K - $71.6K
|
44.9K
$7.94M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
417+ 1.28% |
$64.2K - $70.6K
|
32.9K
$5.81M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
412+ 30.47% |
$63.4K - $69.8K
|
1.76K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
409New |
$62.9K - $69.3K
|
409
$72.3K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
407+ 2.02% |
$62.6K - $68.9K
|
20.6K
$3.64M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
402+ 1.27% |
$61.8K - $68.1K
|
32.1K
$5.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
393+ 10.17% |
$60.5K - $66.6K
|
4.26K
$752K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
372+ 2.61% |
$57.2K - $63K
|
14.6K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
369+ 1.77% |
$56.8K - $62.5K
|
21.2K
$3.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
366+ 4.17% |
$56.3K - $62K
|
9.15K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
366+ 5.34% |
$56.3K - $62K
|
7.22K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
360+ 9.42% |
$55.4K - $61K
|
4.18K
$739K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
357+ 9.74% |
$54.9K - $60.5K
|
4.02K
$710K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
352+ 4.27% |
$54.2K - $59.6K
|
8.6K
$1.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
350+ 26.42% |
$53.8K - $59.3K
|
1.68K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
350+ 6.67% |
$53.8K - $59.3K
|
5.6K
$989K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
350+ 8.13% |
$53.8K - $59.3K
|
4.66K
$822K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
330+ 2.16% |
$50.8K - $55.9K
|
15.6K
$2.76M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
325+ 3.61% |
$50K - $55K
|
9.33K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
321+ 1.77% |
$49.4K - $54.4K
|
18.4K
$3.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
310New |
$47.7K - $52.5K
|
310
$54.8K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
309+ 10.15% |
$47.5K - $52.3K
|
3.35K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
309+ 0.84% |
$47.5K - $52.3K
|
37.1K
$6.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
308+ 10.68% |
$47.4K - $52.2K
|
3.19K
$564K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
306+ 1.69% |
$47.1K - $51.8K
|
18.4K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
302+ 1.38% |
$46.5K - $51.1K
|
22.2K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
302+ 0.74% |
$46.5K - $51.1K
|
41.2K
$7.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
296+ 20.95% |
$45.5K - $50.1K
|
1.71K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
294+ 20.33% |
$45.2K - $49.8K
|
1.74K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
284+ 13.03% |
$43.7K - $48.1K
|
2.46K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
275+ 6.8% |
$42.3K - $46.6K
|
4.32K
$763K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
275New |
$42.3K - $46.6K
|
275
$48.6K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
268+ 11.83% |
$41.2K - $45.4K
|
2.53K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
268+ 0.84% |
$41.2K - $45.4K
|
32.3K
$5.7M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
267+ 11.02% |
$41.1K - $45.2K
|
2.69K
$475K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
262+ 1.09% |
$40.3K - $44.4K
|
24.3K
$4.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
257+ 84.54% |
$39.5K - $43.5K
|
561
$99.1K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
257+ 2.07% |
$39.5K - $43.5K
|
12.6K
$2.23M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
255+ 1.26% |
$39.2K - $43.2K
|
20.5K
$3.62M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
254+ 2.09% |
$39.1K - $43K
|
12.4K
$2.19M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
250+ 16.45% |
$38.5K - $42.3K
|
1.77K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
247+ 1.31% |
$38K - $41.8K
|
19K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
244+ 0.96% |
$37.5K - $41.3K
|
25.8K
$4.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
244+ 13.56% |
$37.5K - $41.3K
|
2.04K
$361K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
241New |
$37.1K - $40.8K
|
241
$42.6K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
225+ 0.16% |
$34.6K - $38.1K
|
141K
$24.9M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
221+ 0.12% |
$34K - $37.4K
|
178K
$31.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
220+ 45.55% |
$33.8K - $37.3K
|
703
$124K
|