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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
620+ 6.43% |
$90.9K - $97.6K
|
10.3K
$1.78M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
611+ 7.96% |
$89.6K - $96.2K
|
8.29K
$1.44M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
588+ 3.88% |
$86.2K - $92.5K
|
15.7K
$2.74M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
583+ 11.74% |
$85.5K - $91.8K
|
5.55K
$964K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
580+ 2.62% |
$85K - $91.3K
|
22.7K
$3.95M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
565+ 2.58% |
$82.8K - $88.9K
|
22.4K
$3.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
545+ 0.94% |
$79.9K - $85.8K
|
58.4K
$10.2M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
541+ 3.34% |
$79.3K - $85.1K
|
16.7K
$2.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
517+ 15.14% |
$75.8K - $81.4K
|
3.93K
$683K
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
500+ 7.6% |
$73.3K - $78.7K
|
7.08K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
486+ 1.72% |
$71.3K - $76.5K
|
28.8K
$5M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
483+ 5.2% |
$70.8K - $76K
|
9.77K
$1.7M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
480+ 4.13% |
$70.4K - $75.5K
|
12.1K
$2.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
477+ 10.03% |
$69.9K - $75.1K
|
5.23K
$909K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
469+ 27.48% |
$68.8K - $73.8K
|
2.18K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
468+ 7.52% |
$68.6K - $73.7K
|
6.69K
$1.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
458New |
$67.1K - $72.1K
|
458
$79.6K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
447+ 1.26% |
$65.5K - $70.4K
|
35.9K
$6.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
445+ 0.76% |
$65.2K - $70K
|
59K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
438+ 1.61% |
$64.2K - $68.9K
|
27.6K
$4.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
428+ 1.31% |
$62.7K - $67.4K
|
33K
$5.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
425+ 1.26% |
$62.3K - $66.9K
|
34.1K
$5.93M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
421+ 2.29% |
$61.7K - $66.3K
|
18.8K
$3.27M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
415+ 15.66% |
$60.8K - $65.3K
|
3.07K
$533K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
415+ 8.7% |
$60.8K - $65.3K
|
5.19K
$902K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
409+ 17.69% |
$60K - $64.4K
|
2.72K
$473K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
398+ 1.03% |
$58.4K - $62.6K
|
39K
$6.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
394+ 6.38% |
$57.8K - $62K
|
6.57K
$1.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
393+ 0.68% |
$57.6K - $61.9K
|
58.4K
$10.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
380+ 0.22% |
$55.7K - $59.8K
|
174K
$30.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
362+ 21.55% |
$53.1K - $57K
|
2.04K
$355K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
356+ 2.28% |
$52.2K - $56K
|
16K
$2.78M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
350New |
$51.3K - $55.1K
|
350
$60.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
330+ 3.63% |
$48.4K - $51.9K
|
9.43K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
323+ 10.06% |
$47.4K - $50.8K
|
3.53K
$614K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
316+ 3.41% |
$46.3K - $49.7K
|
9.59K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
307New |
$45K - $48.3K
|
307
$53.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
302+ 0.12% |
$44.3K - $47.5K
|
259K
$45M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
301+ 83.61% |
$44.1K - $47.4K
|
661
$115K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
300+ 53.76% |
$44K - $47.2K
|
858
$149K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
300New |
$44K - $47.2K
|
300
$52.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
300+ 7.6% |
$44K - $47.2K
|
4.25K
$738K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
290+ 22.91% |
$42.5K - $45.6K
|
1.56K
$270K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
290+ 22.91% |
$42.5K - $45.6K
|
1.56K
$270K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
287+ 3.68% |
$42.1K - $45.2K
|
8.09K
$1.41M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
280+ 2.44% |
$41.1K - $44.1K
|
11.8K
$2.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
273+ 14.52% |
$40K - $43K
|
2.15K
$374K
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
273+ 0.64% |
$40K - $43K
|
43.1K
$7.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
271+ 0.91% |
$39.7K - $42.7K
|
30.1K
$5.23M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
265+ 4.37% |
$38.9K - $41.7K
|
6.33K
$1.1M
|