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 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.49KNew |
$237K - $251K
|
1.49K
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.48KNew |
$236K - $250K
|
1.48K
$259K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.47KNew |
$234K - $248K
|
1.47K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.47K+ 1.57% |
$233K - $247K
|
94.9K
$16.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$231K - $245K
|
1.45K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.45KNew |
$230K - $244K
|
1.45K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
1.44K+ 7.52% |
$229K - $242K
|
20.5K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 23.18% |
$228K - $242K
|
7.63K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.43K+ 12.13% |
$228K - $241K
|
13.2K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.43K+ 8.35% |
$228K - $241K
|
18.6K
$3.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.42K+ 1.34% |
$227K - $240K
|
108K
$18.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.41K+ 66.06% |
$225K - $238K
|
3.55K
$620K
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.41KNew |
$224K - $237K
|
1.41K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.39KNew |
$221K - $234K
|
1.39K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.36K+ 14.9% |
$216K - $228K
|
10.4K
$1.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.35K+ 20.69% |
$214K - $227K
|
7.85K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 25.41% |
$213K - $225K
|
6.59K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.32KNew |
$210K - $222K
|
1.32K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.31K+ 2372.73% |
$208K - $220K
|
1.36K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.3KNew |
$207K - $219K
|
1.3K
$227K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1.29KNew |
$205K - $216K
|
1.29K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.27KNew |
$203K - $214K
|
1.27K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
1.27KNew |
$203K - $214K
|
1.27K
$222K
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.27KNew |
$202K - $213K
|
1.27K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.26KNew |
$201K - $213K
|
1.26K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.24K+ 2.11% |
$198K - $209K
|
60.3K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.24KNew |
$198K - $209K
|
1.24K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.22K+ 2.2% |
$195K - $206K
|
56.8K
$9.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.21K+ 29.36% |
$192K - $203K
|
5.31K
$928K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.2K+ 299.25% |
$191K - $202K
|
1.6K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 73.04% |
$190K - $201K
|
2.83K
$495K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.19K+ 58.1% |
$189K - $200K
|
3.23K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.18K+ 2.09% |
$189K - $199K
|
57.9K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.18K+ 0.59% |
$187K - $198K
|
201K
$35.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.17K+ 6.35% |
$186K - $197K
|
19.6K
$3.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.17K+ 12.09% |
$186K - $197K
|
10.8K
$1.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.13K+ 1.34% |
$180K - $191K
|
85.9K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.13K+ 36.14% |
$180K - $191K
|
4.26K
$745K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
1.13K+ 1.98% |
$179K - $189K
|
57.9K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.12K+ 51.8% |
$179K - $189K
|
3.29K
$576K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.11K+ 16.16% |
$177K - $188K
|
8.01K
$1.4M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.11K+ 80.13% |
$177K - $187K
|
2.49K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.1K+ 5.98% |
$175K - $185K
|
19.5K
$3.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.1KNew |
$175K - $185K
|
1.1K
$192K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.09K+ 4.91% |
$174K - $184K
|
23.3K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.08K+ 6.24% |
$172K - $182K
|
18.4K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.07K+ 2.74% |
$171K - $180K
|
40.2K
$7.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.06K+ 11.31% |
$168K - $178K
|
10.4K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
1.06K+ 33.16% |
$168K - $178K
|
4.24K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.06K+ 9.85% |
$168K - $178K
|
11.8K
$2.06M
|