Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.05% |
$279 - $299
|
4.31K
$753K
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$279 - $299
|
2.22K
$388K
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$140 - $150
|
45K
$7.87M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.01% |
$140 - $150
|
16.6K
$2.89M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1+ 0.07% |
$140 - $150
|
1.48K
$259K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.76% |
$140 - $150
|
133
$23.2K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.45% |
$140 - $150
|
224
$39.1K
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.11% |
$140 - $150
|
929
$162K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$140 - $150
|
351
$61.3K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 1.04% |
$140 - $150
|
97
$16.9K
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.11% |
$140 - $150
|
91
$15.9K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 2.22% |
$140 - $150
|
44
$7.69K
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1- 0.02% |
$140 - $150
|
4.08K
$713K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 0.45% |
$140 - $150
|
219
$38.3K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2- 0.04% |
$279 - $299
|
5.27K
$921K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$419 - $449
|
19.6K
$3.42M
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-7- 0.11% |
$977 - $1.05K
|
6.49K
$1.13M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-10- 0.6% |
$1.4K - $1.5K
|
1.66K
$290K
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-10- 0.62% |
$1.4K - $1.5K
|
1.61K
$281K
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-11- 0.26% |
$1.54K - $1.65K
|
4.28K
$748K
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11- 0.55% |
$1.54K - $1.65K
|
1.99K
$347K
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-13- 0.05% |
$1.81K - $1.95K
|
24.5K
$4.28M
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-13- 1.26% |
$1.81K - $1.95K
|
1.02K
$178K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 0.52% |
$2.23K - $2.39K
|
3.04K
$532K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 0.25% |
$2.65K - $2.84K
|
7.6K
$1.33M
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.82% |
$2.79K - $2.99K
|
2.42K
$423K
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-25- 0.14% |
$3.49K - $3.74K
|
18.1K
$3.16M
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.36% |
$3.49K - $3.74K
|
6.85K
$1.2M
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-26- 0.39% |
$3.63K - $3.89K
|
6.6K
$1.15M
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-28- 0.82% |
$3.91K - $4.19K
|
3.38K
$590K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-28- 0.09% |
$3.91K - $4.19K
|
32.4K
$5.66M
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 0.26% |
$4.19K - $4.49K
|
11.7K
$2.05M
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-30- 0.31% |
$4.19K - $4.49K
|
9.71K
$1.7M
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-32- 0.51% |
$4.47K - $4.79K
|
6.19K
$1.08M
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-33- 3.87% |
$4.61K - $4.94K
|
820
$143K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34- 0.65% |
$4.75K - $5.09K
|
5.19K
$906K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-38- 2.29% |
$5.31K - $5.69K
|
1.62K
$283K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-39- 10.34% |
$5.44K - $5.84K
|
338
$59.1K
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-40- 0.93% |
$5.58K - $5.99K
|
4.25K
$742K
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-41- 0.89% |
$5.72K - $6.14K
|
4.55K
$794K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-43- 1.0% |
$6K - $6.43K
|
4.26K
$745K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-45- 13.31% |
$6.28K - $6.73K
|
293
$51.2K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-46- 0.34% |
$6.42K - $6.88K
|
13.5K
$2.36M
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-48- 19.2% |
$6.7K - $7.18K
|
202
$35.3K
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-49- 2.75% |
$6.84K - $7.33K
|
1.73K
$303K
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-52- 0.12% |
$7.26K - $7.78K
|
45K
$7.87M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-53- 1.98% |
$7.4K - $7.93K
|
2.62K
$458K
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-56- 3.34% |
$7.82K - $8.38K
|
1.62K
$283K
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-56- 1.16% |
$7.82K - $8.38K
|
4.76K
$832K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-58- 12.66% |
$8.1K - $8.68K
|
400
$69.9K
|