Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.06KNew |
$262K - $314K
|
2.06K
$360K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2K+ 113.06% |
$255K - $305K
|
3.77K
$659K
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.98K+ 10.62% |
$252K - $302K
|
20.6K
$3.6M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.94K+ 1.79% |
$247K - $296K
|
110K
$19.3M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.91K+ 2.91% |
$243K - $291K
|
67.6K
$11.8M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.85K+ 7.41% |
$235K - $281K
|
26.8K
$4.67M
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.84K+ 1.67% |
$234K - $280K
|
112K
$19.6M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.81K+ 41.54% |
$230K - $276K
|
6.17K
$1.08M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.8K+ 27.16% |
$229K - $274K
|
8.43K
$1.47M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.77K+ 103.2% |
$226K - $270K
|
3.49K
$610K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.77K+ 2.33% |
$225K - $269K
|
77.6K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.77K+ 2.33% |
$225K - $269K
|
77.6K
$13.6M
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.76K+ 15.15% |
$224K - $268K
|
13.4K
$2.34M
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.74K+ 4.53% |
$222K - $265K
|
40.2K
$7.02M
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.7K+ 7.9% |
$217K - $259K
|
23.2K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.7K+ 63.18% |
$216K - $258K
|
4.38K
$765K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.69KNew |
$215K - $257K
|
1.69K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.69K+ 5.55% |
$215K - $257K
|
32K
$5.6M
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
1.67KNew |
$212K - $254K
|
1.67K
$291K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.66KNew |
$211K - $253K
|
1.66K
$290K
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.65K+ 15.93% |
$210K - $251K
|
12K
$2.1M
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.64K+ 13.03% |
$209K - $251K
|
14.3K
$2.49M
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.63KNew |
$207K - $248K
|
1.63K
$285K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.61K+ 31.05% |
$205K - $245K
|
6.78K
$1.18M
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$200K - $239K
|
1.57K
$274K
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.53K+ 14.65% |
$195K - $233K
|
12K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.52K+ 7.61% |
$194K - $232K
|
21.5K
$3.76M
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.45K+ 5.58% |
$185K - $221K
|
27.5K
$4.8M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.44K+ 56.58% |
$184K - $220K
|
4K
$698K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 32.21% |
$182K - $218K
|
5.87K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.41K+ 6.5% |
$179K - $215K
|
23.1K
$4.03M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 3.44% |
$178K - $214K
|
42.1K
$7.36M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.38K+ 68.0% |
$176K - $210K
|
3.41K
$596K
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.35K+ 16.76% |
$171K - $205K
|
9.38K
$1.64M
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.35K+ 56.96% |
$171K - $205K
|
3.71K
$648K
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 12.34% |
$171K - $205K
|
12.2K
$2.14M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.34KNew |
$171K - $205K
|
1.34K
$235K
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
1.34K+ 2.55% |
$171K - $205K
|
53.9K
$9.42M
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
1.34K+ 21.43% |
$171K - $204K
|
7.59K
$1.33M
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.34K+ 50.88% |
$170K - $204K
|
3.96K
$692K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.31K+ 2.37% |
$167K - $199K
|
56.5K
$9.87M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.29K+ 2.64% |
$164K - $197K
|
50.2K
$8.77M
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
1.26K+ 5.61% |
$161K - $192K
|
23.8K
$4.15M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.16K+ 7.24% |
$148K - $177K
|
17.2K
$3.01M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 13.31% |
$147K - $176K
|
9.84K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.15K+ 173.48% |
$146K - $174K
|
1.81K
$315K
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.11K+ 9.33% |
$142K - $169K
|
13K
$2.28M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
1.1K+ 12.47% |
$140K - $168K
|
9.94K
$1.74M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.08K+ 630.41% |
$137K - $164K
|
1.25K
$218K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 42.13% |
$134K - $160K
|
3.55K
$620K
|