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
|
Fca Corp
Houston, TX |
BUY
|
- |
1.31K+ 2.95% |
$192K - $207K
|
45.8K
$8.09M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
1.29K+ 13.44% |
$189K - $203K
|
10.9K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.29KNew |
$189K - $203K
|
1.29K
$228K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 2.26% |
$187K - $200K
|
57.6K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.25K+ 1.9% |
$183K - $196K
|
66.8K
$11.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.24K+ 53.74% |
$181K - $195K
|
3.54K
$625K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.2KNew |
$176K - $189K
|
1.2K
$212K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.18K+ 32.42% |
$173K - $186K
|
4.82K
$852K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.17K+ 27.04% |
$172K - $185K
|
5.52K
$974K
|
|
|
Nov 12, 2021
Q3 2021
|
Factorial Partners, LLC
|
BUY
|
- |
1.1K+ 7.05% |
$161K - $173K
|
16.7K
$2.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.07K+ 4.92% |
$157K - $169K
|
22.8K
$4.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.04K+ 15.2% |
$152K - $164K
|
7.87K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.04K+ 3.79% |
$152K - $163K
|
28.4K
$5.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1.03K+ 4.59% |
$151K - $162K
|
23.5K
$4.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1K+ 2.52% |
$147K - $157K
|
40.7K
$7.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
990+ 21.57% |
$145K - $156K
|
5.58K
$986K
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
981+ 4.48% |
$144K - $154K
|
22.9K
$4.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
971+ 2.16% |
$142K - $153K
|
45.9K
$8.11M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
950+ 35.77% |
$139K - $150K
|
3.61K
$637K
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
948+ 8.49% |
$139K - $149K
|
12.1K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
927+ 1.27% |
$136K - $146K
|
73.9K
$13.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
923+ 1.44% |
$135K - $145K
|
64.9K
$11.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
906+ 1.0% |
$133K - $143K
|
91.5K
$16.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
889+ 1.05% |
$130K - $140K
|
85.2K
$15.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
888+ 8.33% |
$130K - $140K
|
11.5K
$2.04M
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
886+ 55.34% |
$130K - $139K
|
2.49K
$439K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
860+ 66.62% |
$126K - $135K
|
2.15K
$380K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
839+ 8.87% |
$123K - $132K
|
10.3K
$1.82M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
835+ 9.0% |
$122K - $131K
|
10.1K
$1.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
826+ 3.03% |
$121K - $130K
|
28.1K
$4.97M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
816+ 10.94% |
$120K - $128K
|
8.27K
$1.46M
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
816+ 2.23% |
$120K - $128K
|
37.5K
$6.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
809+ 15.15% |
$119K - $127K
|
6.15K
$1.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
789+ 10.92% |
$116K - $124K
|
8.01K
$1.42M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
767+ 0.82% |
$112K - $121K
|
94.1K
$16.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
732+ 1.35% |
$107K - $115K
|
54.9K
$9.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
726+ 1.25% |
$106K - $114K
|
58.6K
$10.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
722+ 2.44% |
$106K - $114K
|
30.3K
$5.36M
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
700+ 28.62% |
$103K - $110K
|
3.15K
$556K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
698+ 19.65% |
$102K - $110K
|
4.25K
$751K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
694+ 21.55% |
$102K - $109K
|
3.91K
$691K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
683+ 44.44% |
$100K - $107K
|
2.22K
$392K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
680+ 22.31% |
$99.7K - $107K
|
3.73K
$659K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
679+ 4.04% |
$99.5K - $107K
|
17.5K
$3.09M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
673+ 5.55% |
$98.7K - $106K
|
12.8K
$2.26M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
655+ 17.36% |
$96K - $103K
|
4.43K
$782K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
652+ 6.99% |
$95.6K - $103K
|
9.97K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
644New |
$94.4K - $101K
|
644
$114K
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
640+ 33.61% |
$93.8K - $101K
|
2.54K
$449K
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
629+ 3.87% |
$92.2K - $99K
|
16.9K
$2.98M
|