Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
701+ 206.78% |
$112K - $118K
|
1.04K
$183K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
693+ 1.85% |
$110K - $117K
|
38.2K
$6.74M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
682+ 7.91% |
$109K - $115K
|
9.3K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
678+ 1.7% |
$108K - $114K
|
40.6K
$7.16M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
655+ 46.72% |
$104K - $110K
|
2.06K
$363K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
653+ 37.53% |
$104K - $110K
|
2.39K
$422K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
649+ 32450.0% |
$103K - $109K
|
651
$115K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
644+ 8.24% |
$103K - $108K
|
8.46K
$1.49M
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
637+ 25.27% |
$101K - $107K
|
3.16K
$557K
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
632+ 2.45% |
$101K - $106K
|
26.5K
$4.67M
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
630+ 1.59% |
$100K - $106K
|
40.2K
$7.09M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
629+ 2.92% |
$100K - $106K
|
22.2K
$3.91M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
620+ 3.65% |
$98.7K - $104K
|
17.6K
$3.1M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
618+ 9.67% |
$98.4K - $104K
|
7.01K
$1.24M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
608+ 0.5% |
$96.8K - $102K
|
123K
$21.6M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
599+ 3.13% |
$95.4K - $101K
|
19.7K
$3.48M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
582+ 34.75% |
$92.7K - $98K
|
2.26K
$398K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
575+ 1.56% |
$91.5K - $96.8K
|
37.3K
$6.58M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
573+ 5.33% |
$91.2K - $96.5K
|
11.3K
$2M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
569+ 6.1% |
$90.6K - $95.8K
|
9.9K
$1.75M
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
567+ 2.83% |
$90.3K - $95.5K
|
20.6K
$3.63M
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
561+ 7.19% |
$89.3K - $94.5K
|
8.36K
$1.47M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
555New |
$88.4K - $93.4K
|
555
$97.9K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
553+ 34.03% |
$88K - $93.1K
|
2.18K
$384K
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
553+ 2.69% |
$88K - $93.1K
|
21.1K
$3.73M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
551+ 27.24% |
$87.7K - $92.8K
|
2.57K
$454K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
551+ 1.38% |
$87.7K - $92.8K
|
40.5K
$7.15M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
550+ 2391.3% |
$87.6K - $92.6K
|
573
$101K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
546+ 1.39% |
$86.9K - $91.9K
|
39.7K
$7.01M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
544+ 10.18% |
$86.6K - $91.6K
|
5.89K
$1.04M
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
536+ 26.4% |
$85.3K - $90.2K
|
2.57K
$452K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
532+ 6.63% |
$84.7K - $89.6K
|
8.56K
$1.51M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
530+ 0.45% |
$84.4K - $89.2K
|
119K
$20.9M
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
511+ 1.55% |
$81.4K - $86K
|
33.4K
$5.89M
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
509+ 10.23% |
$81K - $85.7K
|
5.48K
$967K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
497+ 35.76% |
$79.1K - $83.7K
|
1.89K
$333K
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
492+ 7.02% |
$78.3K - $82.8K
|
7.5K
$1.32M
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
486+ 19.79% |
$77.4K - $81.8K
|
2.94K
$519K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
486+ 0.07% |
$77.4K - $81.8K
|
669K
$118M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
484New |
$77.1K - $81.5K
|
484
$85.3K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
478+ 5.09% |
$76.1K - $80.5K
|
9.88K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
478+ 18.29% |
$76.1K - $80.5K
|
3.09K
$545K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
468+ 2.44% |
$74.5K - $78.8K
|
19.6K
$3.46M
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
466+ 2.27% |
$74.2K - $78.5K
|
21K
$3.69M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
465+ 29.34% |
$74K - $78.3K
|
2.05K
$361K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
445+ 0.4% |
$70.8K - $74.9K
|
111K
$19.6M
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
435+ 13.84% |
$69.3K - $73.2K
|
3.58K
$631K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
429+ 4.01% |
$68.3K - $72.2K
|
11.1K
$1.96M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
426+ 1.1% |
$67.8K - $71.7K
|
39.3K
$6.92M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
420+ 3.73% |
$66.9K - $70.7K
|
11.7K
$2.06M
|