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 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-57- 30.0% |
$9.07K - $9.6K
|
133
$24.1K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-59- 0.83% |
$9.39K - $9.93K
|
7.07K
$1.28M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-59- 2.08% |
$9.39K - $9.93K
|
2.78K
$505K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-59- 3.22% |
$9.39K - $9.93K
|
1.78K
$322K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-62- 6.51% |
$9.87K - $10.4K
|
891
$162K
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-63- 1.51% |
$10K - $10.6K
|
4.1K
$744K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-66- 4.65% |
$10.5K - $11.1K
|
1.35K
$245K
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-67- 1.14% |
$10.7K - $11.3K
|
5.8K
$1.05M
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-68- 1.54% |
$10.8K - $11.4K
|
4.35K
$789K
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-68- 2.73% |
$10.8K - $11.4K
|
2.43K
$440K
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-70- 1.11% |
$11.1K - $11.8K
|
6.22K
$1.13M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-70- 1.48% |
$11.1K - $11.8K
|
4.67K
$848K
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-74- 0.6% |
$11.8K - $12.5K
|
12.2K
$2.22M
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-75- 1.14% |
$11.9K - $12.6K
|
6.48K
$1.18M
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.56% |
$11.9K - $12.6K
|
2.85K
$517K
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-76- 3.54% |
$12.1K - $12.8K
|
2.07K
$376K
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-77- 2.58% |
$12.3K - $13K
|
2.9K
$527K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-77- 2.98% |
$12.3K - $13K
|
2.51K
$455K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-77- 5.16% |
$12.3K - $13K
|
1.42K
$257K
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 3.5% |
$12.9K - $13.6K
|
2.23K
$405K
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-81- 2.94% |
$12.9K - $13.6K
|
2.68K
$485K
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-84- 6.12% |
$13.4K - $14.1K
|
1.29K
$234K
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-85- 0.55% |
$13.5K - $14.3K
|
15.3K
$2.78M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-85- 0.5% |
$13.5K - $14.3K
|
17K
$3.08M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-90- 6.04% |
$14.3K - $15.2K
|
1.4K
$254K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-95- 2.0% |
$15.1K - $16K
|
4.65K
$844K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-96- 3.86% |
$15.3K - $16.2K
|
2.39K
$434K
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-96- 2.63% |
$15.3K - $16.2K
|
3.56K
$646K
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-100- 4.99% |
$15.9K - $16.8K
|
1.9K
$345K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-100- 5.56% |
$15.9K - $16.8K
|
1.7K
$309K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 2.69% |
$15.9K - $16.8K
|
3.62K
$657K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100- 1.49% |
$15.9K - $16.8K
|
6.6K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-100- 0.81% |
$15.9K - $16.8K
|
12.2K
$2.22M
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-100- 1.14% |
$15.9K - $16.8K
|
8.68K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-106- 2.1% |
$16.9K - $17.8K
|
4.95K
$897K
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-108- 2.65% |
$17.2K - $18.2K
|
3.96K
$719K
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-108- 1.98% |
$17.2K - $18.2K
|
5.36K
$973K
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-109- 0.21% |
$17.4K - $18.4K
|
51.7K
$9.38M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-109- 1.44% |
$17.4K - $18.4K
|
7.46K
$1.35M
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-116- 3.89% |
$18.5K - $19.5K
|
2.87K
$520K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-116- 1.13% |
$18.5K - $19.5K
|
10.2K
$1.85M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-117- 0.42% |
$18.6K - $19.7K
|
27.9K
$5.06M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-119- 4.78% |
$18.9K - $20K
|
2.37K
$430K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-122- 3.02% |
$19.4K - $20.5K
|
3.92K
$711K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-123- 4.83% |
$19.6K - $20.7K
|
2.42K
$440K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-123- 3.77% |
$19.6K - $20.7K
|
3.14K
$569K
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-125- 9.04% |
$19.9K - $21K
|
1.26K
$228K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-131- 4.47% |
$20.9K - $22.1K
|
2.8K
$508K
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-134- 10.15% |
$21.3K - $22.6K
|
1.19K
$215K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-136- 1.34% |
$21.7K - $22.9K
|
9.99K
$1.81M
|