Purchases and Sales Made in Q3 2024 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 2024. 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 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
630+ 4.42% |
$103K - $113K
|
14.9K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
617+ 4.21% |
$100K - $111K
|
15.3K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
614New |
$100K - $110K
|
614
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
609+ 44.81% |
$99.2K - $109K
|
1.97K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
608+ 2.69% |
$99K - $109K
|
23.2K
$4.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
607+ 8.18% |
$98.8K - $109K
|
8.03K
$1.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
600+ 30.06% |
$97.7K - $107K
|
2.6K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
599+ 4.28% |
$97.5K - $107K
|
14.6K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
596+ 0.84% |
$97K - $107K
|
71.4K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
588+ 5.95% |
$95.7K - $105K
|
10.5K
$1.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
575+ 3.26% |
$93.6K - $103K
|
18.2K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
566+ 2.68% |
$92.2K - $101K
|
21.7K
$3.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
563+ 1.94% |
$91.7K - $101K
|
29.6K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
560New |
$91.2K - $100K
|
560
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
551+ 26.53% |
$89.7K - $98.7K
|
2.63K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
550+ 17.79% |
$89.6K - $98.5K
|
3.64K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
549+ 24.32% |
$89.4K - $98.4K
|
2.81K
$509K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
549+ 12.73% |
$89.4K - $98.4K
|
4.86K
$881K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
544+ 2.17% |
$88.6K - $97.5K
|
25.6K
$4.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
543+ 15.23% |
$88.4K - $97.3K
|
4.11K
$745K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
536+ 4.39% |
$87.3K - $96K
|
12.7K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
531+ 2.8% |
$86.5K - $95.1K
|
19.5K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
529+ 32.45% |
$86.1K - $94.8K
|
2.16K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
528+ 24.24% |
$86K - $94.6K
|
2.71K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
510+ 2.81% |
$83K - $91.4K
|
18.7K
$3.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
502+ 3.87% |
$81.7K - $89.9K
|
13.5K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
495+ 15.88% |
$80.6K - $88.7K
|
3.61K
$655K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
494+ 8.1% |
$80.4K - $88.5K
|
6.59K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
490+ 3.55% |
$79.8K - $87.8K
|
14.3K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
485+ 8.12% |
$79K - $86.9K
|
6.46K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
484+ 9.91% |
$78.8K - $86.7K
|
5.37K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
483+ 1.2% |
$78.6K - $86.5K
|
40.7K
$7.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
473+ 4.42% |
$77K - $84.7K
|
11.2K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
469+ 13.37% |
$76.4K - $84K
|
3.98K
$721K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
467+ 34.39% |
$76K - $83.7K
|
1.83K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
466+ 4.0% |
$75.9K - $83.5K
|
12.1K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
465+ 47.11% |
$75.7K - $83.3K
|
1.45K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
465+ 3.15% |
$75.7K - $83.3K
|
15.2K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
458+ 2.29% |
$74.6K - $82.1K
|
20.4K
$3.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
452+ 0.68% |
$73.6K - $81K
|
67.2K
$12.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
447+ 3.99% |
$72.8K - $80.1K
|
11.6K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
430+ 0.39% |
$70K - $77K
|
112K
$20.2M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
430+ 31.83% |
$70K - $77K
|
1.78K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
426+ 34.86% |
$69.4K - $76.3K
|
1.65K
$299K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
425+ 6.24% |
$69.2K - $76.1K
|
7.24K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
423+ 15.72% |
$68.9K - $75.8K
|
3.11K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
420+ 18.88% |
$68.4K - $75.2K
|
2.65K
$479K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
414+ 48.14% |
$67.4K - $74.2K
|
1.27K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
412+ 8.51% |
$67.1K - $73.8K
|
5.25K
$952K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
398+ 1.96% |
$64.8K - $71.3K
|
20.7K
$3.75M
|