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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
417+ 0.41% |
$66.4K - $70.2K
|
102K
$18M
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
411+ 1.27% |
$65.4K - $69.2K
|
32.9K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
411+ 24.85% |
$65.4K - $69.2K
|
2.07K
$364K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
402+ 1.24% |
$64K - $67.7K
|
32.9K
$5.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
400+ 2.58% |
$63.7K - $67.3K
|
15.9K
$2.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
393+ 4.59% |
$62.6K - $66.2K
|
8.96K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
388New |
$61.8K - $65.3K
|
388
$68.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
383+ 1.26% |
$61K - $64.5K
|
30.8K
$5.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
375+ 2.0% |
$59.7K - $63.1K
|
19.2K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
371+ 2.91% |
$59.1K - $62.5K
|
13.1K
$2.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
363+ 0.73% |
$57.8K - $61.1K
|
50.4K
$8.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
361+ 14.01% |
$57.5K - $60.8K
|
2.94K
$518K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
359+ 1.14% |
$57.2K - $60.4K
|
31.9K
$5.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
352+ 3.24% |
$56K - $59.3K
|
11.2K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
351+ 334.29% |
$55.9K - $59.1K
|
456
$80.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
350+ 28.23% |
$55.7K - $58.9K
|
1.59K
$280K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
350+ 18.67% |
$55.7K - $58.9K
|
2.23K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
342+ 3.31% |
$54.4K - $57.6K
|
10.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
342+ 1.07% |
$54.4K - $57.6K
|
32.4K
$5.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
334+ 23.44% |
$53.2K - $56.2K
|
1.76K
$310K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
331+ 20.92% |
$52.7K - $55.7K
|
1.91K
$337K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
331+ 13.77% |
$52.7K - $55.7K
|
2.73K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
306+ 4.01% |
$48.7K - $51.5K
|
7.93K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
305+ 3.83% |
$48.6K - $51.4K
|
8.27K
$1.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
305+ 0.24% |
$48.6K - $51.4K
|
126K
$22.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
298+ 23.71% |
$47.4K - $50.2K
|
1.56K
$274K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
298+ 6.5% |
$47.4K - $50.2K
|
4.89K
$861K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
297+ 1.69% |
$47.3K - $50K
|
17.8K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
296+ 12.95% |
$47.1K - $49.8K
|
2.58K
$455K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
285+ 0.57% |
$45.4K - $48K
|
49.9K
$8.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
275+ 13.96% |
$43.8K - $46.3K
|
2.25K
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
274New |
$43.6K - $46.1K
|
274
$48.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
274+ 10.52% |
$43.6K - $46.1K
|
2.88K
$507K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
274+ 13.8% |
$43.6K - $46.1K
|
2.26K
$398K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
273+ 0.59% |
$43.5K - $46K
|
46.9K
$8.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
262+ 15.23% |
$41.7K - $44.1K
|
1.98K
$349K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
250+ 85.91% |
$39.8K - $42.1K
|
541
$95.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
242+ 5.65% |
$38.5K - $40.7K
|
4.53K
$798K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
242+ 1.08% |
$38.5K - $40.7K
|
22.6K
$3.99M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
239+ 1.53% |
$38.1K - $40.2K
|
15.9K
$2.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
237New |
$37.7K - $39.9K
|
237
$41.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
236+ 9.38% |
$37.6K - $39.7K
|
2.75K
$485K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 1.02% |
$36K - $38.1K
|
22.5K
$3.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
225+ 0.24% |
$35.8K - $37.9K
|
92.9K
$16.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
220New |
$35K - $37K
|
220
$38.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
220+ 86.27% |
$35K - $37K
|
475
$83.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
219+ 3.63% |
$34.9K - $36.9K
|
6.26K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
216+ 3.23% |
$34.4K - $36.4K
|
6.9K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
215+ 8.27% |
$34.2K - $36.2K
|
2.82K
$496K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
214+ 59.78% |
$34.1K - $36K
|
572
$101K
|