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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
98+ 0.2% |
$15.1K - $16.6K
|
49K
$8.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
95+ 2.27% |
$14.6K - $16.1K
|
4.29K
$758K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
94+ 1.78% |
$14.5K - $15.9K
|
5.38K
$950K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
90+ 2.62% |
$13.8K - $15.2K
|
3.53K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
90+ 86.54% |
$13.8K - $15.2K
|
194
$34.3K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
89+ 0.87% |
$13.7K - $15.1K
|
10.3K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
88+ 0.62% |
$13.5K - $14.9K
|
14.4K
$2.54M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
86+ 0.54% |
$13.2K - $14.6K
|
16.1K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
83New |
$12.8K - $14.1K
|
83
$14.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
82+ 4.18% |
$12.6K - $13.9K
|
2.04K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
82+ 0.59% |
$12.6K - $13.9K
|
14K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
82New |
$12.6K - $13.9K
|
82
$14.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81New |
$12.5K - $13.7K
|
81
$14.3K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
78New |
$12K - $13.2K
|
78
$13.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
75+ 8.23% |
$11.5K - $12.7K
|
986
$174K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
75New |
$11.5K - $12.7K
|
75
$13.2K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
74+ 1.24% |
$11.4K - $12.5K
|
6.04K
$1.07M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
73+ 3.74% |
$11.2K - $12.4K
|
2.03K
$358K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
70+ 4.22% |
$10.8K - $11.9K
|
1.73K
$305K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
70+ 2.82% |
$10.8K - $11.9K
|
2.56K
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
70+ 0.48% |
$10.8K - $11.9K
|
14.6K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
68+ 0.65% |
$10.5K - $11.5K
|
10.5K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
66+ 3.24% |
$10.2K - $11.2K
|
2.1K
$371K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
65+ 1.4% |
$10K - $11K
|
4.7K
$830K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
65+ 1.87% |
$10K - $11K
|
3.55K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
64+ 0.49% |
$9.85K - $10.8K
|
13.2K
$2.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
62+ 3.79% |
$9.54K - $10.5K
|
1.7K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
62+ 2.59% |
$9.54K - $10.5K
|
2.46K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
61+ 4.49% |
$9.38K - $10.3K
|
1.42K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60+ 2.48% |
$9.23K - $10.2K
|
2.48K
$438K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
58+ 3.01% |
$8.92K - $9.82K
|
1.99K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
56New |
$8.62K - $9.48K
|
56
$9.89K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 2.41% |
$8.62K - $9.48K
|
2.38K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
53+ 0.46% |
$8.15K - $8.98K
|
11.6K
$2.06M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
51+ 0.71% |
$7.85K - $8.64K
|
7.22K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
51New |
$7.85K - $8.64K
|
51
$9.01K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
49New |
$7.54K - $8.3K
|
49
$8.66K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
48+ 1.13% |
$7.38K - $8.13K
|
4.31K
$762K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
46+ 3.44% |
$7.08K - $7.79K
|
1.38K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
41+ 1.42% |
$6.31K - $6.94K
|
2.93K
$518K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
39+ 10.92% |
$6K - $6.61K
|
396
$70K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.74% |
$6K - $6.61K
|
5.34K
$944K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
37+ 0.45% |
$5.69K - $6.27K
|
8.22K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
37+ 1.62% |
$5.69K - $6.27K
|
2.31K
$409K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
37+ 0.09% |
$5.69K - $6.27K
|
42.3K
$7.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
37+ 0.41% |
$5.69K - $6.27K
|
9.12K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
36+ 0.23% |
$5.54K - $6.1K
|
15.8K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
35+ 0.81% |
$5.38K - $5.93K
|
4.36K
$769K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
33+ 0.26% |
$5.08K - $5.59K
|
12.9K
$2.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.82% |
$5.08K - $5.59K
|
4.05K
$715K
|