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 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.36K+ 17.27% |
$363K - $400K
|
16K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.34K+ 106.47% |
$360K - $396K
|
4.53K
$801K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31K+ 10.61% |
$356K - $392K
|
24.1K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.31K+ 2.99% |
$355K - $391K
|
79.4K
$14M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.25K+ 18.98% |
$346K - $381K
|
14.1K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.25K+ 3.57% |
$346K - $380K
|
65.2K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.23KNew |
$342K - $377K
|
2.23K
$393K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.2K+ 2.21% |
$339K - $373K
|
102K
$18M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
2.2KNew |
$338K - $373K
|
2.2K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.19K+ 23.83% |
$336K - $370K
|
11.4K
$2.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.18K+ 6.17% |
$335K - $368K
|
37.4K
$6.61M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.17KNew |
$334K - $368K
|
2.17K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.14KNew |
$329K - $362K
|
2.14K
$377K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.13KNew |
$327K - $360K
|
2.13K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.12K+ 154.07% |
$326K - $359K
|
3.5K
$618K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.11K+ 67.91% |
$325K - $357K
|
5.22K
$922K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.11K+ 2.55% |
$324K - $357K
|
84.8K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
2.08K+ 27.76% |
$319K - $351K
|
9.55K
$1.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.05K+ 2.49% |
$315K - $347K
|
84.4K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.04K+ 5.23% |
$314K - $346K
|
41K
$7.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.03KNew |
$312K - $344K
|
2.03K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.02KNew |
$311K - $343K
|
2.02K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.02K+ 70.02% |
$310K - $341K
|
4.9K
$865K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.97KNew |
$303K - $334K
|
1.97K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.95K+ 1.6% |
$300K - $331K
|
124K
$21.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
1.94KNew |
$298K - $328K
|
1.94K
$342K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 58.03% |
$297K - $327K
|
5.25K
$928K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.91K+ 17.15% |
$294K - $323K
|
13K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 7.29% |
$287K - $316K
|
27.4K
$4.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.86K+ 3.88% |
$285K - $314K
|
49.6K
$8.77M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.85K+ 3.47% |
$284K - $313K
|
55.1K
$9.73M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 4.03% |
$283K - $312K
|
47.5K
$8.39M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.84K+ 6.18% |
$283K - $311K
|
31.6K
$5.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.84KNew |
$282K - $311K
|
1.84K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.83KNew |
$282K - $310K
|
1.83K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 10.93% |
$281K - $310K
|
18.6K
$3.28M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.82K+ 4.07% |
$281K - $309K
|
46.6K
$8.23M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.82KNew |
$280K - $309K
|
1.82K
$322K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.82K+ 10.3% |
$280K - $308K
|
19.5K
$3.44M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.81K+ 6.75% |
$279K - $307K
|
28.6K
$5.06M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.78K+ 4.84% |
$274K - $302K
|
38.6K
$6.82M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.77K+ 3.25% |
$273K - $300K
|
56.4K
$9.96M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.77K+ 88.28% |
$272K - $300K
|
3.78K
$667K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.77K+ 265.77% |
$272K - $300K
|
2.44K
$430K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.77K+ 102.67% |
$272K - $299K
|
3.49K
$617K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$269K - $296K
|
1.75K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.75K+ 5.68% |
$269K - $296K
|
32.5K
$5.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.74K+ 28.05% |
$268K - $295K
|
7.96K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.72K+ 321.27% |
$265K - $292K
|
2.26K
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.72K+ 24.91% |
$264K - $291K
|
8.62K
$1.52M
|