Purchases and Sales Made in Q3 2023 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 2023. 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 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
572+ 32.32% |
$80.7K - $88.7K
|
2.34K
$422K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
560+ 4.41% |
$79K - $86.8K
|
13.3K
$2.39M
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
558+ 6.47% |
$78.7K - $86.5K
|
9.19K
$1.65M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
542+ 16.26% |
$76.4K - $84K
|
3.88K
$698K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
540+ 0.26% |
$76.2K - $83.7K
|
210K
$37.8M
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
535+ 2.37% |
$75.5K - $82.9K
|
23.1K
$4.16M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
531New |
$74.9K - $82.3K
|
531
$95.6K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
524+ 9.88% |
$73.9K - $81.2K
|
5.83K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
518+ 2.97% |
$73.1K - $80.3K
|
18K
$3.23M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
501+ 9.94% |
$70.7K - $77.7K
|
5.54K
$997K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
476+ 0.95% |
$67.1K - $73.8K
|
50.7K
$9.13M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
458+ 3.56% |
$64.6K - $71K
|
13.3K
$2.4M
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
457+ 5.09% |
$64.5K - $70.8K
|
9.43K
$1.7M
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
454+ 25.69% |
$64K - $70.4K
|
2.22K
$400K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
444+ 0.53% |
$62.6K - $68.8K
|
84.4K
$15.2M
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
437+ 3.42% |
$61.6K - $67.7K
|
13.2K
$2.38M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
435+ 4.8% |
$61.4K - $67.4K
|
9.49K
$1.71M
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
431+ 11.8% |
$60.8K - $66.8K
|
4.09K
$735K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
429+ 2.43% |
$60.5K - $66.5K
|
18.1K
$3.25M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
427+ 5.29% |
$60.2K - $66.2K
|
8.49K
$1.53M
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
414+ 1.63% |
$58.4K - $64.2K
|
25.8K
$4.64M
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
410+ 11.22% |
$57.8K - $63.6K
|
4.07K
$732K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
406+ 3.72% |
$57.3K - $62.9K
|
11.3K
$2.04M
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
405+ 17.94% |
$57.1K - $62.8K
|
2.66K
$479K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
405+ 1.71% |
$57.1K - $62.8K
|
24.1K
$4.35M
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
401+ 7.9% |
$56.6K - $62.2K
|
5.47K
$986K
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
395+ 3.14% |
$55.7K - $61.2K
|
13K
$2.34M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
395+ 55.17% |
$55.7K - $61.2K
|
1.11K
$200K
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
393+ 16.48% |
$55.4K - $60.9K
|
2.78K
$500K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
384+ 5.76% |
$54.2K - $59.5K
|
7.05K
$1.27M
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
382+ 16.51% |
$53.9K - $59.2K
|
2.7K
$485K
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
373+ 0.25% |
$52.6K - $57.8K
|
151K
$27.2M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
367+ 4.74% |
$51.8K - $56.9K
|
8.11K
$1.46M
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
365+ 24.5% |
$51.5K - $56.6K
|
1.86K
$334K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
362+ 6.44% |
$51.1K - $56.1K
|
5.98K
$1.08M
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
359+ 3.75% |
$50.6K - $55.6K
|
9.94K
$1.79M
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
357+ 24.84% |
$50.4K - $55.3K
|
1.79K
$323K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
356+ 1.32% |
$50.2K - $55.2K
|
27.3K
$4.91M
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
355+ 9.19% |
$50.1K - $55K
|
4.22K
$759K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
348+ 13.62% |
$49.1K - $53.9K
|
2.9K
$523K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
346+ 0.51% |
$48.8K - $53.6K
|
68.7K
$12.4M
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
344+ 2.71% |
$48.5K - $53.3K
|
13K
$2.35M
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
340+ 7.44% |
$48K - $52.7K
|
4.91K
$884K
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
338+ 15.58% |
$47.7K - $52.4K
|
2.51K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
334+ 7.6% |
$47.1K - $51.8K
|
4.73K
$851K
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
325+ 19.99% |
$45.8K - $50.4K
|
1.95K
$351K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
324+ 6.81% |
$45.7K - $50.2K
|
5.08K
$915K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
316+ 11.6% |
$44.6K - $49K
|
3.04K
$548K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
315+ 1.51% |
$44.4K - $48.8K
|
21.2K
$3.81M
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
308+ 3.17% |
$43.4K - $47.7K
|
10K
$1.8M
|