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 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-247- 1.97% |
$39.3K - $41.6K
|
12.3K
$2.23M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-249- 4.93% |
$39.6K - $41.9K
|
4.8K
$871K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-250- 2.81% |
$39.8K - $42.1K
|
8.65K
$1.57M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-271- 2.83% |
$43.1K - $45.6K
|
9.31K
$1.69M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-278- 1.36% |
$44.3K - $46.8K
|
20.1K
$3.65M
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-280- 0.73% |
$44.6K - $47.1K
|
38K
$6.9M
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-287- 3.49% |
$45.7K - $48.3K
|
7.94K
$1.44M
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-287- 4.04% |
$45.7K - $48.3K
|
6.81K
$1.24M
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-297- 5.78% |
$47.3K - $50K
|
4.84K
$878K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-304- 7.04% |
$48.4K - $51.2K
|
4.02K
$729K
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-309- 13.33% |
$49.2K - $52K
|
2.01K
$364K
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-309- 1.13% |
$49.2K - $52K
|
27K
$4.9M
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-317- 19.0% |
$50.5K - $53.4K
|
1.35K
$245K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-320- 13.37% |
$50.9K - $53.9K
|
2.07K
$376K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-339- 0.32% |
$54K - $57.1K
|
106K
$19.2M
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-339- 8.42% |
$54K - $57.1K
|
3.69K
$669K
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-340- 5.41% |
$54.1K - $57.2K
|
5.95K
$1.08M
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-345- 5.64% |
$54.9K - $58.1K
|
5.78K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-349- 2.38% |
$55.6K - $58.8K
|
14.3K
$2.6M
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-352- 1.8% |
$56K - $59.3K
|
19.2K
$3.48M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-356- 6.1% |
$56.7K - $59.9K
|
5.48K
$994K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-358- 0.65% |
$57K - $60.3K
|
54.7K
$9.93M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-359- 7.38% |
$57.2K - $60.4K
|
4.5K
$817K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-359- 13.08% |
$57.2K - $60.4K
|
2.39K
$433K
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-360- 5.46% |
$57.3K - $60.6K
|
6.24K
$1.13M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-365- 2.51% |
$58.1K - $61.5K
|
14.2K
$2.58M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-366- 4.61% |
$58.3K - $61.6K
|
7.57K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-369- 0.39% |
$58.7K - $62.1K
|
95K
$17.2M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-373- 21.61% |
$59.4K - $62.8K
|
1.35K
$245K
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-378- 1.82% |
$60.2K - $63.6K
|
20.4K
$3.69M
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-380- 2.84% |
$60.5K - $64K
|
13K
$2.35M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-383- 4.02% |
$61K - $64.5K
|
9.15K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-383- 9.97% |
$61K - $64.5K
|
3.46K
$627K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-387- 2.64% |
$61.6K - $65.2K
|
14.3K
$2.59M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-388- 2.4% |
$61.8K - $65.3K
|
15.8K
$2.86M
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-403- 1.98% |
$64.2K - $67.9K
|
19.9K
$3.61M
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-403- 0.92% |
$64.2K - $67.9K
|
43.3K
$7.85M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-404- 3.37% |
$64.3K - $68K
|
11.6K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-405- 1.59% |
$64.5K - $68.2K
|
25K
$4.54M
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-410- 3.18% |
$65.3K - $69K
|
12.5K
$2.26M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-410- 3.85% |
$65.3K - $69K
|
10.2K
$1.86M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-411- 2.2% |
$65.4K - $69.2K
|
18.3K
$3.31M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-411- 2.67% |
$65.4K - $69.2K
|
15K
$2.72M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-423- 7.55% |
$67.3K - $71.2K
|
5.18K
$939K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-423- 45.34% |
$67.3K - $71.2K
|
510
$92.5K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-425- 1.42% |
$67.7K - $71.6K
|
29.5K
$5.35M
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-426- 12.02% |
$67.8K - $71.7K
|
3.12K
$566K
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-428- 13.41% |
$68.1K - $72.1K
|
2.76K
$501K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-430- 72.27% |
$68.5K - $72.4K
|
165
$29.9K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-433- 14.84% |
$68.9K - $72.9K
|
2.49K
$451K
|