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 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
210+ 0.23% |
$33.4K - $35.4K
|
92.9K
$16.4M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
207+ 32.29% |
$33K - $34.9K
|
848
$150K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
202+ 4.18% |
$32.2K - $34K
|
5.03K
$887K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
202+ 7.62% |
$32.2K - $34K
|
2.85K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
201New |
$32K - $33.8K
|
201
$35.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
200+ 4.36% |
$31.8K - $33.7K
|
4.79K
$844K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200+ 2.37% |
$31.8K - $33.7K
|
8.64K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
198+ 6.27% |
$31.5K - $33.3K
|
3.36K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
196+ 9.33% |
$31.2K - $33K
|
2.3K
$405K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
195+ 3.88% |
$31K - $32.8K
|
5.22K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
183+ 11.81% |
$29.1K - $30.8K
|
1.73K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
182+ 5.43% |
$29K - $30.6K
|
3.54K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
180+ 8.58% |
$28.7K - $30.3K
|
2.28K
$401K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
179+ 7.29% |
$28.5K - $30.1K
|
2.63K
$464K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
178+ 0.53% |
$28.3K - $30K
|
34K
$6M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
177+ 11.68% |
$28.2K - $29.8K
|
1.69K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
175+ 0.46% |
$27.9K - $29.5K
|
38.5K
$6.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
173+ 1.39% |
$27.5K - $29.1K
|
12.6K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
170+ 4.54% |
$27.1K - $28.6K
|
3.91K
$690K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
168+ 3.92% |
$26.7K - $28.3K
|
4.46K
$786K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
162+ 0.62% |
$25.8K - $27.3K
|
26.5K
$4.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
160+ 22.86% |
$25.5K - $26.9K
|
860
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
158+ 7.44% |
$25.2K - $26.6K
|
2.28K
$402K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
158+ 1.08% |
$25.2K - $26.6K
|
14.8K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
152+ 0.84% |
$24.2K - $25.6K
|
18.2K
$3.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 5.92% |
$23.9K - $25.3K
|
2.68K
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
148+ 2.78% |
$23.6K - $24.9K
|
5.47K
$965K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
147New |
$23.4K - $24.8K
|
147
$25.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
140+ 8.26% |
$22.3K - $23.6K
|
1.84K
$324K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
132+ 2.2% |
$21K - $22.2K
|
6.13K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
130+ 3.0% |
$20.7K - $21.9K
|
4.46K
$787K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
130New |
$20.7K - $21.9K
|
130
$22.9K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
129+ 0.74% |
$20.5K - $21.7K
|
17.6K
$3.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
128+ 5.36% |
$20.4K - $21.6K
|
2.52K
$444K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
128+ 2.04% |
$20.4K - $21.6K
|
6.4K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
128+ 3.72% |
$20.4K - $21.6K
|
3.57K
$629K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
125New |
$19.9K - $21K
|
125
$22K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
125+ 4.23% |
$19.9K - $21K
|
3.08K
$544K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
120+ 8.02% |
$19.1K - $20.2K
|
1.62K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
119New |
$18.9K - $20K
|
119
$21K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
118+ 4.39% |
$18.8K - $19.9K
|
2.8K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
115+ 1.66% |
$18.3K - $19.4K
|
7.04K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
113+ 3.41% |
$18K - $19K
|
3.43K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
113+ 6.01% |
$18K - $19K
|
1.99K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
112+ 3.2% |
$17.8K - $18.9K
|
3.61K
$636K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
106+ 0.19% |
$16.9K - $17.8K
|
56.5K
$9.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
102+ 2.8% |
$16.2K - $17.2K
|
3.74K
$660K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
102+ 6.22% |
$16.2K - $17.2K
|
1.74K
$307K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100+ 107.53% |
$15.9K - $16.8K
|
193
$34K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
100+ 7.29% |
$15.9K - $16.8K
|
1.47K
$259K
|