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 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
263+ 1.44% |
$38.6K - $41.4K
|
18.6K
$3.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
263+ 166.46% |
$38.6K - $41.4K
|
421
$74.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
256+ 0.27% |
$37.5K - $40.3K
|
93.6K
$16.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
254+ 13.15% |
$37.2K - $40K
|
2.19K
$386K
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
249+ 2.97% |
$36.5K - $39.2K
|
8.64K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
247+ 2.97% |
$36.2K - $38.9K
|
8.57K
$1.51M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
237+ 1.18% |
$34.7K - $37.3K
|
20.4K
$3.6M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
226+ 2.25% |
$33.1K - $35.6K
|
10.3K
$1.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
223+ 5.78% |
$32.7K - $35.1K
|
4.08K
$721K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
221+ 4.76% |
$32.4K - $34.8K
|
4.86K
$859K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
221+ 4.76% |
$32.4K - $34.8K
|
4.86K
$859K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
200+ 5.38% |
$29.3K - $31.5K
|
3.92K
$692K
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
190+ 1.33% |
$27.9K - $29.9K
|
14.5K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
174+ 12.02% |
$25.5K - $27.4K
|
1.62K
$286K
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
174+ 2.2% |
$25.5K - $27.4K
|
8.09K
$1.43M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
172+ 12.35% |
$25.2K - $27.1K
|
1.57K
$276K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
164+ 2.57% |
$24K - $25.8K
|
6.55K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
164+ 9.44% |
$24K - $25.8K
|
1.9K
$336K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
162New |
$23.8K - $25.5K
|
162
$28.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
161+ 2.53% |
$23.6K - $25.3K
|
6.53K
$1.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
158+ 4.27% |
$23.2K - $24.9K
|
3.86K
$682K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
155+ 1.63% |
$22.7K - $24.4K
|
9.64K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
154+ 2.15% |
$22.6K - $24.2K
|
7.32K
$1.29M
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
153+ 3.04% |
$22.4K - $24.1K
|
5.18K
$915K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
153+ 60.24% |
$22.4K - $24.1K
|
407
$71.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
150+ 5.75% |
$22K - $23.6K
|
2.76K
$487K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
150+ 100.0% |
$22K - $23.6K
|
300
$53K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
144+ 0.63% |
$21.1K - $22.7K
|
22.9K
$4.04M
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
143+ 0.99% |
$21K - $22.5K
|
14.5K
$2.57M
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
141+ 0.25% |
$20.7K - $22.2K
|
56.8K
$10M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
140+ 39.44% |
$20.5K - $22K
|
495
$87.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
137+ 2.94% |
$20.1K - $21.6K
|
4.8K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
134New |
$19.6K - $21.1K
|
134
$23.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
129New |
$18.9K - $20.3K
|
129
$22.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
129+ 5.78% |
$18.9K - $20.3K
|
2.36K
$416K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
128+ 3.28% |
$18.8K - $20.1K
|
4.03K
$712K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
125+ 73.96% |
$18.3K - $19.7K
|
294
$51.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
125+ 10.83% |
$18.3K - $19.7K
|
1.28K
$226K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
120New |
$17.6K - $18.9K
|
120
$21.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
113+ 2.22% |
$16.6K - $17.8K
|
5.2K
$918K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
113+ 1.28% |
$16.6K - $17.8K
|
8.94K
$1.58M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
112+ 3.18% |
$16.4K - $17.6K
|
3.63K
$641K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
112+ 3.19% |
$16.4K - $17.6K
|
3.63K
$640K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
104+ 2.07% |
$15.2K - $16.4K
|
5.14K
$907K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 11.25% |
$14.7K - $15.7K
|
989
$175K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
98+ 1.31% |
$14.4K - $15.4K
|
7.58K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
98+ 1.36% |
$14.4K - $15.4K
|
7.32K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
93New |
$13.6K - $14.6K
|
93
$16.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
90+ 3.85% |
$13.2K - $14.2K
|
2.43K
$429K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
86+ 1.27% |
$12.6K - $13.5K
|
6.83K
$1.21M
|