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 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
32New |
$4.92K - $5.42K
|
32
$5.65K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
31+ 0.53% |
$4.77K - $5.25K
|
5.84K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
29+ 24.58% |
$4.46K - $4.91K
|
147
$26K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
25+ 0.43% |
$3.85K - $4.23K
|
5.86K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
24+ 0.73% |
$3.69K - $4.06K
|
3.3K
$583K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.29% |
$3.38K - $3.73K
|
7.73K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
22New |
$3.38K - $3.73K
|
22
$3.89K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
21+ 0.36% |
$3.23K - $3.56K
|
5.91K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.68% |
$3.23K - $3.56K
|
3.12K
$551K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21+ 0.05% |
$3.23K - $3.56K
|
43.7K
$7.72M
|
|
|
May 13, 2024
Q1 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
21+ 0.11% |
$3.23K - $3.56K
|
19.1K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$3.08K - $3.39K
|
20
$3.53K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18New |
$2.77K - $3.05K
|
18
$3.18K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.34% |
$2.62K - $2.88K
|
4.99K
$882K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.23% |
$2.62K - $2.88K
|
7.44K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17+ 1.07% |
$2.62K - $2.88K
|
1.61K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
17+ 0.09% |
$2.62K - $2.88K
|
19.8K
$3.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$2.46K - $2.71K
|
3.98K
$704K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.37% |
$2.15K - $2.37K
|
3.84K
$679K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.4% |
$2.15K - $2.37K
|
3.49K
$616K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
14+ 0.1% |
$2.15K - $2.37K
|
13.7K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
14+ 0.12% |
$2.15K - $2.37K
|
11.5K
$2.03M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13New |
$2K - $2.2K
|
13
$2.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 2.51% |
$1.85K - $2.03K
|
490
$86.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
12+ 0.52% |
$1.85K - $2.03K
|
2.34K
$413K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 1.05% |
$1.54K - $1.69K
|
959
$169K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.54K - $1.69K
|
10
$1.77K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.18% |
$1.54K - $1.69K
|
5.44K
$961K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9+ 0.34% |
$1.38K - $1.52K
|
2.69K
$475K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
8+ 0.3% |
$1.23K - $1.35K
|
2.64K
$466K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
8+ 0.38% |
$1.23K - $1.35K
|
2.1K
$371K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.41% |
$1.23K - $1.35K
|
1.96K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.2% |
$1.23K - $1.35K
|
4.11K
$726K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.36% |
$1.08K - $1.19K
|
1.93K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.08K - $1.19K
|
1.76K
$311K
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
7+ 0.47% |
$1.08K - $1.19K
|
1.49K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7+ 0.35% |
$1.08K - $1.19K
|
1.99K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.44% |
$923 - $1.02K
|
1.38K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.14% |
$923 - $1.02K
|
4.19K
$740K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 35.29% |
$923 - $1.02K
|
23
$4.06K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$923 - $1.02K
|
2.82K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6+ 0.03% |
$923 - $1.02K
|
20.1K
$3.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.14% |
$769 - $847
|
3.48K
$615K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.16% |
$769 - $847
|
3.07K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.17% |
$769 - $847
|
2.95K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 3.07% |
$769 - $847
|
168
$29.7K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5+ 0.28% |
$769 - $847
|
1.8K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.04% |
$615 - $677
|
9.13K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.22% |
$615 - $677
|
1.83K
$324K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.13% |
$615 - $677
|
3.01K
$531K
|