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 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-448- 2.86% |
$71.3K - $75.4K
|
15.2K
$2.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-448- 0.94% |
$71.3K - $75.4K
|
47.1K
$8.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-458- 2.4% |
$72.9K - $77.1K
|
18.6K
$3.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-461- 8.05% |
$73.4K - $77.6K
|
5.27K
$949K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-462- 27.73% |
$73.6K - $77.8K
|
1.2K
$217K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-468- 8.82% |
$74.5K - $78.8K
|
4.84K
$871K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-480- 6.63% |
$76.4K - $80.8K
|
6.76K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-480- 15.12% |
$76.4K - $80.8K
|
2.69K
$485K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-495- 1.53% |
$78.8K - $83.3K
|
31.8K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-495- 5.81% |
$78.8K - $83.3K
|
8.03K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 10.4% |
$79.6K - $84.2K
|
4.31K
$776K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-502- 0.57% |
$79.9K - $84.5K
|
86.9K
$15.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-518- 7.17% |
$82.5K - $87.2K
|
6.71K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-519- 6.71% |
$82.6K - $87.4K
|
7.22K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-534- 4.12% |
$85K - $89.9K
|
12.4K
$2.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-535- 22.4% |
$85.2K - $90.1K
|
1.85K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-557- 24.92% |
$88.7K - $93.8K
|
1.68K
$302K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-583- 2.17% |
$92.8K - $98.2K
|
26.3K
$4.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-591- 14.61% |
$94.1K - $99.5K
|
3.45K
$622K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-594- 14.76% |
$94.6K - $100K
|
3.43K
$618K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-594- 14.76% |
$94.6K - $100K
|
3.43K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-609- 1.48% |
$97K - $103K
|
40.5K
$7.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-611- 2.03% |
$97.3K - $103K
|
29.5K
$5.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-611- 9.73% |
$97.3K - $103K
|
5.67K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-613- 1.64% |
$97.6K - $103K
|
36.8K
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-615- 3.63% |
$97.9K - $104K
|
16.3K
$2.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-625- 2.14% |
$99.5K - $105K
|
28.6K
$5.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-633- 4.95% |
$101K - $107K
|
12.2K
$2.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-636- 4.05% |
$101K - $107K
|
15.1K
$2.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-636- 7.36% |
$101K - $107K
|
8.01K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-637- 5.48% |
$101K - $107K
|
11K
$1.98M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-642- 2.56% |
$102K - $108K
|
24.5K
$4.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-643- 4.15% |
$102K - $108K
|
14.9K
$2.67M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-645- 2.56% |
$103K - $109K
|
24.6K
$4.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-650- 10.97% |
$103K - $109K
|
5.27K
$950K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-651- 4.48% |
$104K - $110K
|
13.9K
$2.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-652- 24.24% |
$104K - $110K
|
2.04K
$367K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-656- 2.76% |
$104K - $110K
|
23.1K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-659- 66.23% |
$105K - $111K
|
336
$60.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-662- 12.28% |
$105K - $111K
|
4.73K
$851K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-663- 8.09% |
$106K - $112K
|
7.54K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-663- 12.04% |
$106K - $112K
|
4.84K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-700- 18.48% |
$111K - $118K
|
3.09K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-710- 2.15% |
$113K - $120K
|
32.3K
$5.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-712- 0.37% |
$113K - $120K
|
194K
$34.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-714- 17.46% |
$114K - $120K
|
3.38K
$608K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-715- 8.28% |
$114K - $120K
|
7.92K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-722- 4.37% |
$115K - $122K
|
15.8K
$2.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-731- 1.56% |
$116K - $123K
|
46.2K
$8.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-745- 5.64% |
$119K - $125K
|
12.5K
$2.24M
|