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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
3+ 0.11% |
$462 - $508
|
2.62K
$464K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.21% |
$462 - $508
|
1.44K
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 7.89% |
$462 - $508
|
41
$7.24K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.43% |
$462 - $508
|
700
$124K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3+ 0.07% |
$462 - $508
|
4.54K
$802K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$308 - $339
|
4.05K
$716K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$308 - $339
|
4.45K
$786K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.14% |
$308 - $339
|
1.42K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2+ 0.12% |
$308 - $339
|
1.73K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.44% |
$308 - $339
|
459
$81.1K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2+ 0.08% |
$308 - $339
|
2.4K
$425K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.01% |
$308 - $339
|
15.9K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.45% |
$308 - $339
|
449
$79.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$154 - $169
|
2.87K
$507K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.03% |
$154 - $169
|
3.31K
$584K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$154 - $169
|
1.57K
$277K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1+ 0.07% |
$154 - $169
|
1.49K
$263K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.05% |
$154 - $169
|
1.87K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.01% |
$154 - $169
|
14.1K
$2.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1+ 0.02% |
$154 - $169
|
6.27K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.44% |
$154 - $169
|
227
$40.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.75% |
$154 - $169
|
135
$23.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$154 - $169
|
12.2K
$2.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.85% |
$154 - $169
|
55
$9.72K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$154 - $169
|
2.63K
$464K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.05% |
$154 - $169
|
1.84K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.12% |
$154 - $169
|
804
$142K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 0.11% |
$154 - $169
|
933
$165K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.5% |
$154 - $169
|
200
$35.3K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.2% |
$154 - $169
|
503
$88.9K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.1% |
$154 - $169
|
92
$16.3K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.3% |
$154 - $169
|
339
$59.9K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.2% |
$154 - $169
|
503
$88.9K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1- 0.2% |
$154 - $169
|
502
$88.7K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3- 0.19% |
$462 - $508
|
1.55K
$273K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-3- 0.1% |
$462 - $508
|
3.15K
$556K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4- 0.02% |
$615 - $677
|
25.2K
$4.45M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 57.14% |
$615 - $677
|
3
$530
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-6- 0.43% |
$923 - $1.02K
|
1.37K
$243K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-10- 0.32% |
$1.54K - $1.69K
|
3.08K
$544K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10- 0.31% |
$1.54K - $1.69K
|
3.23K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-10- 0.3% |
$1.54K - $1.69K
|
3.32K
$586K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-11- 0.29% |
$1.69K - $1.86K
|
3.74K
$661K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-12- 0.56% |
$1.85K - $2.03K
|
2.14K
$378K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-12- 0.28% |
$1.85K - $2.03K
|
4.28K
$756K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-13- 0.77% |
$2K - $2.2K
|
1.67K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-14- 0.25% |
$2.15K - $2.37K
|
5.53K
$977K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14- 26.92% |
$2.15K - $2.37K
|
38
$6.71K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-14- 0.1% |
$2.15K - $2.37K
|
14.7K
$2.59M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-15- 0.07% |
$2.31K - $2.54K
|
22.4K
$3.96M
|