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 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.74% |
$163 - $179
|
136
$24.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.41% |
$163 - $179
|
243
$43.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.18% |
$163 - $179
|
563
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1+ 0.07% |
$163 - $179
|
1.38K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.0% |
$163 - $179
|
51.9K
$9.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1+ 0.07% |
$163 - $179
|
1.49K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.2% |
$163 - $179
|
505
$90.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$163 - $179
|
7.59K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1- 0.03% |
$163 - $179
|
3.56K
$640K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.01% |
$163 - $179
|
7.01K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1- 1.09% |
$163 - $179
|
91
$16.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1- 0.9% |
$163 - $179
|
110
$19.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 7.41% |
$326 - $358
|
25
$4.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2- 0.14% |
$326 - $358
|
1.42K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.15% |
$326 - $358
|
1.37K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.1% |
$488 - $537
|
2.87K
$516K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3- 2.26% |
$488 - $537
|
130
$23.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 12.12% |
$651 - $717
|
29
$5.22K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 2.06% |
$651 - $717
|
190
$34.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4- 0.29% |
$651 - $717
|
1.35K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-4- 0.14% |
$651 - $717
|
2.94K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-5- 0.14% |
$814 - $896
|
3.61K
$650K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-5- 0.05% |
$814 - $896
|
9.38K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5- 0.27% |
$814 - $896
|
1.83K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.19% |
$977 - $1.07K
|
3.08K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-7- 0.08% |
$1.14K - $1.25K
|
8.82K
$1.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-8- 0.37% |
$1.3K - $1.43K
|
2.15K
$387K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10- 0.09% |
$1.63K - $1.79K
|
11.6K
$2.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-11- 0.1% |
$1.79K - $1.97K
|
11K
$1.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-12- 0.25% |
$1.95K - $2.15K
|
4.83K
$869K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-12- 0.27% |
$1.95K - $2.15K
|
4.49K
$809K
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.07% |
$1.95K - $2.15K
|
17.1K
$3.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-13- 0.45% |
$2.12K - $2.33K
|
2.87K
$517K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-13- 0.18% |
$2.12K - $2.33K
|
7.11K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.33% |
$2.12K - $2.33K
|
3.87K
$697K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 0.38% |
$2.44K - $2.69K
|
3.95K
$711K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.26% |
$2.61K - $2.87K
|
6.03K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-17- 1.72% |
$2.77K - $3.05K
|
971
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-17- 0.03% |
$2.77K - $3.05K
|
50.4K
$9.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 0.6% |
$2.93K - $3.22K
|
2.99K
$539K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-19- 0.34% |
$3.09K - $3.4K
|
5.51K
$992K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20- 0.09% |
$3.26K - $3.58K
|
23.2K
$4.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.97% |
$3.26K - $3.58K
|
2.05K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.11% |
$3.75K - $4.12K
|
21.7K
$3.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-24- 0.55% |
$3.91K - $4.3K
|
4.32K
$778K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24- 5.48% |
$3.91K - $4.3K
|
414
$74.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 3.91% |
$4.07K - $4.48K
|
615
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-26- 0.21% |
$4.23K - $4.66K
|
12.1K
$2.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-28- 0.03% |
$4.56K - $5.02K
|
85.9K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28- 0.5% |
$4.56K - $5.02K
|
5.58K
$1M
|