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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.05K+ 1.92% |
$134K - $160K
|
55.9K
$9.77M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.03K+ 3.79% |
$131K - $156K
|
28.1K
$4.91M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 0.95% |
$130K - $156K
|
109K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.01K+ 9.07% |
$129K - $154K
|
12.1K
$2.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 33.17% |
$128K - $153K
|
4.03K
$704K
|
|
|
Nov 09, 2022
Q3 2022
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1KNew |
$127K - $152K
|
1K
$175K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
995+ 6.7% |
$127K - $152K
|
15.8K
$2.77M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
971+ 64.48% |
$124K - $148K
|
2.48K
$433K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
970+ 5.4% |
$123K - $148K
|
18.9K
$3.31M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
957+ 7.23% |
$122K - $146K
|
14.2K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
955+ 6.52% |
$122K - $146K
|
15.6K
$2.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
938+ 0.53% |
$119K - $143K
|
177K
$31M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
938+ 19.84% |
$119K - $143K
|
5.67K
$990K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
931+ 1.42% |
$118K - $142K
|
66.7K
$11.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
919+ 3.68% |
$117K - $140K
|
25.9K
$4.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
915+ 36.97% |
$116K - $139K
|
3.39K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
900+ 10.81% |
$115K - $137K
|
9.23K
$1.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
886+ 5.06% |
$113K - $135K
|
18.4K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
876+ 10.29% |
$111K - $133K
|
9.39K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
873+ 23.47% |
$111K - $133K
|
4.59K
$802K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
850+ 1.62% |
$108K - $130K
|
53.3K
$9.31M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
843+ 1.56% |
$107K - $128K
|
55K
$9.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
835+ 0.84% |
$106K - $127K
|
100K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
828+ 29.82% |
$105K - $126K
|
3.61K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
821+ 4.56% |
$104K - $125K
|
18.8K
$3.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
820New |
$104K - $125K
|
820
$143K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
794+ 3.35% |
$101K - $121K
|
24.5K
$4.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
744+ 7.24% |
$94.7K - $113K
|
11K
$1.93M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
744+ 23.11% |
$94.7K - $113K
|
3.96K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
738+ 25.94% |
$93.9K - $112K
|
3.58K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
736+ 2.46% |
$93.7K - $112K
|
30.6K
$5.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
736+ 26.46% |
$93.7K - $112K
|
3.52K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
733+ 4.71% |
$93.3K - $112K
|
16.3K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
720+ 1.94% |
$91.6K - $110K
|
37.8K
$6.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
712+ 6.45% |
$90.6K - $109K
|
11.8K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
704+ 2.3% |
$89.6K - $107K
|
31.3K
$5.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
704+ 18.81% |
$89.6K - $107K
|
4.45K
$777K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
693+ 11.23% |
$88.2K - $106K
|
6.86K
$1.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
645+ 0.4% |
$82.1K - $98.3K
|
162K
$28.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
628+ 10.64% |
$79.9K - $95.7K
|
6.53K
$1.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
625New |
$79.6K - $95.2K
|
625
$109K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
621+ 5.31% |
$79K - $94.6K
|
12.3K
$2.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
603+ 26.18% |
$76.7K - $91.9K
|
2.91K
$508K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
600+ 3.88% |
$76.4K - $91.4K
|
16.1K
$2.81M
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
595+ 5.51% |
$75.7K - $90.7K
|
11.4K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
582+ 2.69% |
$74.1K - $88.7K
|
22.2K
$3.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
579+ 178.15% |
$73.7K - $88.2K
|
904
$158K
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
576+ 21.2% |
$73.3K - $87.8K
|
3.29K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
572+ 2.68% |
$72.8K - $87.2K
|
21.9K
$3.83M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
539+ 4.18% |
$68.6K - $82.1K
|
13.4K
$2.35M
|