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 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.35K+ 15.32% |
$1.03M - $1.14M
|
47.8K
$8.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.28K+ 8.39% |
$1.02M - $1.12M
|
81K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
6.25K+ 73.27% |
$1.02M - $1.12M
|
14.8K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.24K+ 2.96% |
$1.02M - $1.12M
|
217K
$39.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.22K+ 145.59% |
$1.01M - $1.11M
|
10.5K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.02K+ 11.96% |
$980K - $1.08M
|
56.4K
$10.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.93K+ 3.94% |
$965K - $1.06M
|
156K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.91KNew |
$962K - $1.06M
|
5.91K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.82K+ 3.69% |
$947K - $1.04M
|
163K
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.82K+ 37.57% |
$947K - $1.04M
|
21.3K
$3.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.8KNew |
$945K - $1.04M
|
5.8K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.77K+ 21.19% |
$939K - $1.03M
|
33K
$5.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.72K+ 124.1% |
$931K - $1.02M
|
10.3K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.7K+ 15.44% |
$928K - $1.02M
|
42.6K
$7.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.64K+ 24.2% |
$918K - $1.01M
|
28.9K
$5.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.56K+ 12.26% |
$905K - $996K
|
50.9K
$9.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.54KNew |
$903K - $993K
|
5.54K
$998K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
5.46K+ 29.53% |
$889K - $978K
|
23.9K
$4.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.4KNew |
$879K - $968K
|
5.4K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.37K+ 28.27% |
$875K - $963K
|
24.4K
$4.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.36K+ 132.64% |
$873K - $960K
|
9.4K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.36K+ 39.39% |
$872K - $960K
|
19K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.3K+ 30.57% |
$864K - $950K
|
22.7K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.29K+ 4.24% |
$862K - $948K
|
130K
$23.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.22K+ 80.93% |
$849K - $934K
|
11.7K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.21K+ 5.48% |
$848K - $933K
|
100K
$18M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.21KNew |
$848K - $933K
|
5.21K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.09K+ 18.96% |
$829K - $912K
|
31.9K
$5.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5.09K+ 5.04% |
$828K - $912K
|
106K
$19.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.05K+ 82.86% |
$823K - $905K
|
11.2K
$2.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.05K+ 15.33% |
$822K - $904K
|
38K
$6.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
5.03K+ 54.33% |
$819K - $901K
|
14.3K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.01K+ 10.61% |
$815K - $897K
|
52.2K
$9.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.99K+ 12.43% |
$813K - $895K
|
45.2K
$8.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 26.24% |
$799K - $879K
|
23.6K
$4.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.87K+ 5.56% |
$793K - $872K
|
92.4K
$16.6M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 27.69% |
$785K - $863K
|
22.2K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.76K+ 12.52% |
$776K - $853K
|
42.8K
$7.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.76K+ 9.98% |
$774K - $852K
|
52.4K
$9.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.72KNew |
$769K - $846K
|
4.72K
$850K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.72K+ 4.66% |
$768K - $845K
|
106K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.71K+ 4.1% |
$768K - $845K
|
120K
$21.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.66K+ 0.35% |
$759K - $835K
|
1.34M
$241M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
4.48K+ 20354.55% |
$729K - $802K
|
4.5K
$810K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.48K+ 19.48% |
$729K - $802K
|
27.5K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.42K+ 1.33% |
$719K - $791K
|
336K
$60.6M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
4.41KNew |
$717K - $789K
|
4.41K
$793K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.38K+ 7.43% |
$712K - $784K
|
63.2K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.32KNew |
$703K - $773K
|
4.32K
$777K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29K+ 0.35% |
$699K - $769K
|
1.24M
$222M
|