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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-28- 2.07% |
$4.56K - $5.02K
|
1.33K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-29- 0.48% |
$4.72K - $5.2K
|
5.95K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-30- 0.3% |
$4.88K - $5.37K
|
10K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 1.83% |
$5.05K - $5.55K
|
1.66K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-34- 0.62% |
$5.54K - $6.09K
|
5.43K
$977K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-35- 0.06% |
$5.7K - $6.27K
|
57.9K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-35- 1.02% |
$5.7K - $6.27K
|
3.4K
$612K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-38- 46.34% |
$6.19K - $6.81K
|
44
$7.92K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-38- 2.08% |
$6.19K - $6.81K
|
1.79K
$323K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-40- 0.91% |
$6.51K - $7.17K
|
4.34K
$781K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-41- 0.09% |
$6.68K - $7.35K
|
46.2K
$8.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-42- 2.49% |
$6.84K - $7.52K
|
1.64K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-45- 0.28% |
$7.33K - $8.06K
|
15.9K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-45- 1.82% |
$7.33K - $8.06K
|
2.43K
$437K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-46- 8.6% |
$7.49K - $8.24K
|
489
$88K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-47- 0.57% |
$7.65K - $8.42K
|
8.22K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-48- 1.85% |
$7.82K - $8.6K
|
2.55K
$458K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-48- 5.23% |
$7.82K - $8.6K
|
869
$156K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 2.89% |
$8.14K - $8.96K
|
1.68K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.71% |
$8.14K - $8.96K
|
6.99K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-51- 1.59% |
$8.3K - $9.14K
|
3.17K
$570K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-54- 0.7% |
$8.79K - $9.67K
|
7.69K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55- 5.29% |
$8.96K - $9.85K
|
985
$177K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-56- 5.7% |
$9.12K - $10K
|
927
$167K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-59- 0.23% |
$9.61K - $10.6K
|
25.1K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-59- 56.73% |
$9.61K - $10.6K
|
45
$8.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-60- 3.46% |
$9.77K - $10.7K
|
1.67K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-62- 4.24% |
$10.1K - $11.1K
|
1.4K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-62- 1.62% |
$10.1K - $11.1K
|
3.77K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-65- 1.88% |
$10.6K - $11.6K
|
3.39K
$611K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.43% |
$10.7K - $11.8K
|
15.3K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-66- 0.19% |
$10.7K - $11.8K
|
35.5K
$6.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-69- 2.19% |
$11.2K - $12.4K
|
3.08K
$554K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-70- 3.68% |
$11.4K - $12.5K
|
1.83K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-70- 0.65% |
$11.4K - $12.5K
|
10.8K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-73- 6.16% |
$11.9K - $13.1K
|
1.11K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-74- 5.47% |
$12K - $13.3K
|
1.28K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-75- 1.09% |
$12.2K - $13.4K
|
6.82K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 1.78% |
$12.2K - $13.4K
|
4.14K
$745K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-77- 0.46% |
$12.5K - $13.8K
|
16.8K
$3.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-78- 0.56% |
$12.7K - $14K
|
13.8K
$2.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-78- 0.98% |
$12.7K - $14K
|
7.87K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-79- 1.48% |
$12.9K - $14.2K
|
5.25K
$945K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-80- 0.06% |
$13K - $14.3K
|
136K
$24.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-83- 3.16% |
$13.5K - $14.9K
|
2.54K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-85- 0.36% |
$13.8K - $15.2K
|
23.8K
$4.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 0.14% |
$14.3K - $15.8K
|
61.5K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-90- 6.04% |
$14.7K - $16.1K
|
1.4K
$252K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-91- 1.64% |
$14.8K - $16.3K
|
5.47K
$985K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-95- 0.11% |
$15.5K - $17K
|
84.6K
$15.2M
|