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
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 2.31% |
$32.6K - $35.8K
|
8.44K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-202- 8.08% |
$32.9K - $36.2K
|
2.3K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-208- 3.08% |
$33.9K - $37.3K
|
6.56K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-217- 9.93% |
$35.3K - $38.9K
|
1.97K
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-218- 0.99% |
$35.5K - $39.1K
|
21.9K
$3.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-219- 11.67% |
$35.7K - $39.2K
|
1.66K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-231- 4.0% |
$37.6K - $41.4K
|
5.55K
$978K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-250- 6.68% |
$40.7K - $44.8K
|
3.49K
$616K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-263- 3.47% |
$42.8K - $47.1K
|
7.31K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-267- 8.46% |
$43.5K - $47.8K
|
2.89K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-268- 0.46% |
$43.6K - $48K
|
58K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-269- 2.31% |
$43.8K - $48.2K
|
11.4K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-274- 1.23% |
$44.6K - $49.1K
|
22.1K
$3.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-276- 1.86% |
$44.9K - $49.4K
|
14.6K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-280- 4.71% |
$45.6K - $50.2K
|
5.67K
$999K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-281- 8.14% |
$45.8K - $50.3K
|
3.17K
$559K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-282- 8.36% |
$45.9K - $50.5K
|
3.09K
$545K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-288- 3.1% |
$46.9K - $51.6K
|
9K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-299- 1.32% |
$48.7K - $53.6K
|
22.3K
$3.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-302- 4.61% |
$49.2K - $54.1K
|
6.25K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-306- 1.23% |
$49.8K - $54.8K
|
24.7K
$4.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-311- 16.6% |
$50.6K - $55.7K
|
1.56K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-314- 1.05% |
$51.1K - $56.3K
|
29.7K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-314- 6.01% |
$51.1K - $56.3K
|
4.91K
$865K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-320- 1.89% |
$52.1K - $57.3K
|
16.7K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-322- 2.26% |
$52.4K - $57.7K
|
13.9K
$2.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-324- 6.03% |
$52.8K - $58K
|
5.05K
$890K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-346- 0.67% |
$56.3K - $62K
|
51.2K
$9.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-347- 1.5% |
$56.5K - $62.2K
|
22.8K
$4.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-348- 2.52% |
$56.7K - $62.3K
|
13.5K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-350- 5.31% |
$57K - $62.7K
|
6.25K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-351- 1.19% |
$57.2K - $62.9K
|
29.2K
$5.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-353- 1.61% |
$57.5K - $63.2K
|
21.6K
$3.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-361- 2.9% |
$58.8K - $64.7K
|
12.1K
$2.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-370- 12.06% |
$60.2K - $66.3K
|
2.7K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-377- 2.79% |
$61.4K - $67.5K
|
13.1K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-385- 1.21% |
$62.7K - $69K
|
31.4K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-387- 9.28% |
$63K - $69.3K
|
3.78K
$667K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-396- 7.0% |
$64.5K - $70.9K
|
5.27K
$928K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-403- 19.03% |
$65.6K - $72.2K
|
1.72K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-408- 23.35% |
$66.4K - $73.1K
|
1.34K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-411- 16.54% |
$66.9K - $73.6K
|
2.07K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-420- 0.41% |
$68.4K - $75.2K
|
101K
$17.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-424- 3.24% |
$69K - $76K
|
12.7K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-436- 8.92% |
$71K - $78.1K
|
4.45K
$785K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-436- 4.26% |
$71K - $78.1K
|
9.8K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-459- 22.23% |
$74.7K - $82.2K
|
1.61K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-467- 11.68% |
$76K - $83.7K
|
3.53K
$623K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-468- 1.61% |
$76.2K - $83.8K
|
28.6K
$5.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-478- 3.0% |
$77.8K - $85.6K
|
15.4K
$2.72M
|