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 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$337K - $362K
|
2.3K
$405K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 118.99% |
$336K - $361K
|
4.22K
$745K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.27K+ 7.61% |
$333K - $357K
|
32.1K
$5.67M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.24K+ 1.97% |
$329K - $353K
|
116K
$20.5M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.17K+ 8.79% |
$319K - $342K
|
26.9K
$4.75M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.16K+ 5.39% |
$317K - $340K
|
42.3K
$7.47M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.15K+ 6.18% |
$315K - $338K
|
36.9K
$6.52M
|
|
Nov 04, 2021
Q3 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.13K+ 14.09% |
$312K - $335K
|
17.3K
$3.05M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.1KNew |
$308K - $331K
|
2.1K
$371K
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.07KNew |
$304K - $326K
|
2.07K
$366K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.06K+ 23.23% |
$302K - $324K
|
10.9K
$1.93M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 7.37% |
$299K - $321K
|
29.7K
$5.25M
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.03K+ 9.89% |
$298K - $320K
|
22.6K
$3.98M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2K+ 2.57% |
$293K - $314K
|
79.7K
$14.1M
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.84KNew |
$270K - $290K
|
1.84K
$325K
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$263K - $283K
|
1.8K
$317K
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1.79K+ 6.52% |
$263K - $282K
|
29.3K
$5.17M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
1.79KNew |
$262K - $282K
|
1.79K
$316K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.77K+ 3.23% |
$259K - $278K
|
56.6K
$9.98M
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.73KNew |
$254K - $273K
|
1.73K
$306K
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
1.68K+ 51.77% |
$246K - $264K
|
4.93K
$869K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.66KNew |
$243K - $261K
|
1.66K
$293K
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.66KNew |
$243K - $261K
|
1.66K
$292K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.65K+ 2.15% |
$242K - $260K
|
78.3K
$13.8M
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.65K+ 11.89% |
$242K - $259K
|
15.5K
$2.74M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.63K+ 6.01% |
$239K - $257K
|
28.8K
$5.09M
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.62KNew |
$238K - $255K
|
1.62K
$286K
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.61K+ 7.94% |
$236K - $253K
|
21.9K
$3.86M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.61K+ 33.2% |
$236K - $253K
|
6.45K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.61K+ 100.0% |
$235K - $253K
|
3.21K
$567K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.58K+ 3.47% |
$232K - $249K
|
47.2K
$8.34M
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.55K+ 8.17% |
$227K - $244K
|
20.5K
$3.62M
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.54K+ 15.65% |
$226K - $243K
|
11.4K
$2.01M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
1.54K+ 24.13% |
$226K - $243K
|
7.94K
$1.4M
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.53K+ 11.71% |
$224K - $241K
|
14.6K
$2.58M
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.52K+ 43.57% |
$222K - $238K
|
4.99K
$881K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.49KNew |
$219K - $235K
|
1.49K
$263K
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.49KNew |
$218K - $234K
|
1.49K
$262K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.46K+ 24.94% |
$213K - $229K
|
7.29K
$1.29M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.45K+ 6.19% |
$213K - $228K
|
24.9K
$4.39M
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$209K - $224K
|
1.42K
$251K
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
1.41KNew |
$207K - $222K
|
1.41K
$249K
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.4KNew |
$205K - $221K
|
1.4K
$247K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.39KNew |
$204K - $219K
|
1.39K
$246K
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.39K+ 5.99% |
$203K - $218K
|
24.6K
$4.34M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.35K+ 3.34% |
$198K - $212K
|
41.7K
$7.36M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.35KNew |
$198K - $212K
|
1.35K
$238K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$197K - $212K
|
1.35K
$237K
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.34KNew |
$197K - $211K
|
1.34K
$237K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.33K+ 10.24% |
$195K - $209K
|
14.3K
$2.52M
|