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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
531+ 15.28% |
$67.6K - $80.9K
|
4.01K
$700K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
531+ 2.66% |
$67.6K - $80.9K
|
20.5K
$3.58M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
502+ 0.4% |
$63.9K - $76.5K
|
127K
$22.2M
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
501+ 6.33% |
$63.8K - $76.3K
|
8.42K
$1.47M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
501+ 5.97% |
$63.8K - $76.3K
|
8.89K
$1.55M
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
501+ 1.3% |
$63.8K - $76.3K
|
39K
$6.82M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
500New |
$63.6K - $76.2K
|
500
$87.4K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
485+ 18.7% |
$61.7K - $73.9K
|
3.08K
$538K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
484+ 11.83% |
$61.6K - $73.8K
|
4.58K
$800K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
484+ 7.61% |
$61.6K - $73.8K
|
6.84K
$1.2M
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
449+ 1.44% |
$57.1K - $68.4K
|
31.6K
$5.52M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
446+ 4.26% |
$56.8K - $68K
|
10.9K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
445+ 5.78% |
$56.6K - $67.8K
|
8.14K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
422+ 7.8% |
$53.7K - $64.3K
|
5.84K
$1.02M
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
417+ 12.28% |
$53.1K - $63.5K
|
3.81K
$666K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
415+ 5.5% |
$52.8K - $63.2K
|
7.97K
$1.39M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
403+ 22.64% |
$51.3K - $61.4K
|
2.18K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
397+ 5.05% |
$50.5K - $60.5K
|
8.26K
$1.44M
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
394+ 6.66% |
$50.1K - $60K
|
6.31K
$1.1M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
381+ 2.01% |
$48.5K - $58.1K
|
19.3K
$3.37M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
378+ 8.75% |
$48.1K - $57.6K
|
4.7K
$821K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
371+ 13.33% |
$47.2K - $56.5K
|
3.15K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
365+ 0.55% |
$46.5K - $55.6K
|
66.9K
$11.7M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
359New |
$45.7K - $54.7K
|
359
$62.7K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
357+ 2.21% |
$45.4K - $54.4K
|
16.5K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
352+ 3.49% |
$44.8K - $53.6K
|
10.4K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
346+ 2.49% |
$44K - $52.7K
|
14.3K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
344+ 1.35% |
$43.8K - $52.4K
|
25.9K
$4.52M
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
342New |
$43.5K - $52.1K
|
342
$59.8K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
327+ 4.97% |
$41.6K - $49.8K
|
6.91K
$1.21M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
325+ 14.26% |
$41.4K - $49.5K
|
2.6K
$455K
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
323+ 2.62% |
$41.1K - $49.2K
|
12.6K
$2.21M
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
320New |
$40.7K - $48.8K
|
320
$55.9K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
320+ 3.83% |
$40.7K - $48.8K
|
8.68K
$1.52M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
320+ 53.24% |
$40.7K - $48.8K
|
921
$161K
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
311+ 0.96% |
$39.6K - $47.4K
|
32.8K
$5.74M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
303+ 1.9% |
$38.6K - $46.2K
|
16.2K
$2.84M
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
300+ 3.46% |
$38.2K - $45.7K
|
8.97K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
300+ 4.68% |
$38.2K - $45.7K
|
6.7K
$1.17M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
292+ 4.24% |
$37.2K - $44.5K
|
7.19K
$1.26M
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
287+ 12.24% |
$36.5K - $43.7K
|
2.63K
$460K
|
|
Nov 14, 2022
Q3 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
287+ 17.92% |
$36.5K - $43.7K
|
1.89K
$330K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
285+ 1.79% |
$36.3K - $43.4K
|
16.2K
$2.83M
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
281+ 15.23% |
$35.8K - $42.8K
|
2.13K
$371K
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
271+ 2.9% |
$34.5K - $41.3K
|
9.62K
$1.68M
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
269+ 129.95% |
$34.2K - $41K
|
476
$83.2K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
265+ 4.76% |
$33.7K - $40.4K
|
5.84K
$1.02M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
265+ 4.75% |
$33.7K - $40.4K
|
5.84K
$1.02M
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
259+ 1.85% |
$33K - $39.5K
|
14.3K
$2.49M
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
255New |
$32.5K - $38.9K
|
255
$44.6K
|