Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.33% |
$1.03K - $1.1K
|
2.14K
$377K
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.29% |
$880 - $944
|
2.08K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5New |
$733 - $787
|
5
$883
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
4+ 0.06% |
$586 - $630
|
7.03K
$1.24M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3+ 0.1% |
$440 - $472
|
3.1K
$548K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3+ 0.1% |
$440 - $472
|
3.01K
$532K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.38% |
$440 - $472
|
797
$141K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.17% |
$440 - $472
|
1.81K
$319K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.01% |
$293 - $315
|
13.9K
$2.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.12% |
$293 - $315
|
1.61K
$285K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.01% |
$293 - $315
|
17.3K
$3.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$147 - $157
|
10.3K
$1.82M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.07% |
$147 - $157
|
1.4K
$247K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$147 - $157
|
3.93K
$694K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$147 - $157
|
1.64K
$290K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1+ 0.03% |
$147 - $157
|
3.26K
$575K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$147 - $157
|
5.88K
$1.04M
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
1+ 0.14% |
$147 - $157
|
735
$130K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1- 0.02% |
$147 - $157
|
6.24K
$1.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2- 0.02% |
$293 - $315
|
9.33K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4- 0.11% |
$586 - $630
|
3.76K
$665K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7- 0.38% |
$1.03K - $1.1K
|
1.83K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-7- 0.04% |
$1.03K - $1.1K
|
19.9K
$3.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-7Closed |
$1.03K - $1.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-9- 0.23% |
$1.32K - $1.42K
|
3.87K
$683K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-10- 0.16% |
$1.47K - $1.57K
|
6.1K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.22% |
$1.61K - $1.73K
|
4.88K
$862K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-13- 16.88% |
$1.91K - $2.05K
|
64
$11.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13- 0.12% |
$1.91K - $2.05K
|
11.1K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-15- 0.65% |
$2.2K - $2.36K
|
2.29K
$404K
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
SELL
|
- |
-19- 0.45% |
$2.79K - $2.99K
|
4.2K
$742K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-22- 0.08% |
$3.23K - $3.46K
|
27.5K
$4.85M
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-23- 1.22% |
$3.37K - $3.62K
|
1.86K
$328K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-23- 0.5% |
$3.37K - $3.62K
|
4.56K
$806K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.85% |
$3.52K - $3.78K
|
2.79K
$492K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25- 0.92% |
$3.67K - $3.93K
|
2.69K
$475K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 1.07% |
$3.67K - $3.93K
|
2.32K
$410K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-28- 63.64% |
$4.11K - $4.41K
|
16
$2.83K
|
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-29- 1.16% |
$4.25K - $4.56K
|
2.47K
$436K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-30- 0.41% |
$4.4K - $4.72K
|
7.26K
$1.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-32- 0.85% |
$4.69K - $5.04K
|
3.73K
$658K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-33- 1.24% |
$4.84K - $5.19K
|
2.64K
$466K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-39- 29.55% |
$5.72K - $6.14K
|
93
$16.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-45- 86.54% |
$6.6K - $7.08K
|
7
$1.24K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-46- 1.3% |
$6.74K - $7.24K
|
3.51K
$619K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-47- 4.88% |
$6.89K - $7.4K
|
916
$162K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-49- 21.3% |
$7.18K - $7.71K
|
181
$32K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.44% |
$7.33K - $7.87K
|
11.3K
$2M
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-50- 2.53% |
$7.33K - $7.87K
|
1.93K
$340K
|