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 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
100+ 3.7% |
$15.9K - $16.8K
|
2.8K
$494K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
99+ 11.2% |
$15.8K - $16.7K
|
983
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
98+ 0.71% |
$15.6K - $16.5K
|
13.8K
$2.44M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
98+ 0.71% |
$15.6K - $16.5K
|
13.8K
$2.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
96+ 5.05% |
$15.3K - $16.2K
|
2K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
94+ 0.17% |
$15K - $15.8K
|
56K
$9.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
93+ 1.37% |
$14.8K - $15.7K
|
6.9K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
92+ 1.02% |
$14.6K - $15.5K
|
9.15K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
91+ 54.17% |
$14.5K - $15.3K
|
259
$45.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
89+ 0.73% |
$14.2K - $15K
|
12.3K
$2.16M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
85+ 151.79% |
$13.5K - $14.3K
|
141
$24.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
85+ 0.97% |
$13.5K - $14.3K
|
8.82K
$1.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
84+ 1.44% |
$13.4K - $14.1K
|
5.91K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
82+ 1.06% |
$13.1K - $13.8K
|
7.79K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
78+ 0.99% |
$12.4K - $13.1K
|
7.95K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
75+ 3.27% |
$11.9K - $12.6K
|
2.37K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
73+ 0.4% |
$11.6K - $12.3K
|
18.1K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
72+ 5.44% |
$11.5K - $12.1K
|
1.4K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
71+ 0.07% |
$11.3K - $12K
|
99.3K
$17.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
67+ 23.93% |
$10.7K - $11.3K
|
347
$61.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
67+ 1.56% |
$10.7K - $11.3K
|
4.35K
$768K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
67+ 2.41% |
$10.7K - $11.3K
|
2.85K
$503K
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
66+ 2.6% |
$10.5K - $11.1K
|
2.61K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
65+ 0.41% |
$10.3K - $10.9K
|
15.8K
$2.79M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
59+ 0.63% |
$9.39K - $9.93K
|
9.39K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
59+ 131.11% |
$9.39K - $9.93K
|
104
$18.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
58+ 0.08% |
$9.23K - $9.77K
|
70.9K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.83% |
$9.23K - $9.77K
|
7.04K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
57+ 0.74% |
$9.07K - $9.6K
|
7.74K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
55+ 9.4% |
$8.76K - $9.26K
|
640
$113K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
54+ 4.57% |
$8.6K - $9.09K
|
1.24K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
54+ 3.36% |
$8.6K - $9.09K
|
1.66K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
51+ 0.94% |
$8.12K - $8.59K
|
5.47K
$965K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
50+ 2.82% |
$7.96K - $8.42K
|
1.82K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
49New |
$7.8K - $8.25K
|
49
$8.64K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
47+ 0.85% |
$7.48K - $7.91K
|
5.56K
$981K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
47+ 0.85% |
$7.48K - $7.91K
|
5.6K
$987K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
45+ 2.74% |
$7.16K - $7.58K
|
1.69K
$297K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43+ 1.03% |
$6.85K - $7.24K
|
4.23K
$746K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
43+ 27.39% |
$6.85K - $7.24K
|
200
$35.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$6.69K - $7.07K
|
42
$7.41K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
42+ 35.29% |
$6.69K - $7.07K
|
161
$28.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
41+ 0.39% |
$6.53K - $6.9K
|
10.5K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
41New |
$6.53K - $6.9K
|
41
$7.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
38+ 2.22% |
$6.05K - $6.4K
|
1.75K
$308K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
38+ 0.42% |
$6.05K - $6.4K
|
9.16K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
37+ 1.11% |
$5.89K - $6.23K
|
3.38K
$595K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
37+ 1.11% |
$5.89K - $6.23K
|
3.38K
$595K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
35+ 2.86% |
$5.57K - $5.89K
|
1.26K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
33+ 0.25% |
$5.25K - $5.56K
|
13.3K
$2.34M
|