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 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
2.5K+ 78.82% |
$407K - $447K
|
5.67K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.48K+ 1.67% |
$404K - $445K
|
151K
$26.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 7.53% |
$403K - $444K
|
35.4K
$6.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.47K+ 6.71% |
$402K - $443K
|
39.3K
$6.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.44KNew |
$397K - $436K
|
2.44K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 1.68% |
$395K - $435K
|
147K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2.4K+ 28.83% |
$391K - $430K
|
10.7K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
2.39K+ 17.83% |
$389K - $428K
|
15.8K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.37K+ 26.43% |
$386K - $425K
|
11.4K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
2.36KNew |
$385K - $424K
|
2.36K
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.36KNew |
$384K - $423K
|
2.36K
$413K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.35K+ 6.73% |
$382K - $420K
|
37.2K
$6.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.34K+ 1.34% |
$381K - $420K
|
177K
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$372K - $410K
|
2.29K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.25K+ 10.32% |
$366K - $403K
|
24K
$4.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.24K+ 4.78% |
$365K - $401K
|
49.1K
$8.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.21K+ 19.52% |
$360K - $396K
|
13.5K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.21K+ 1.71% |
$359K - $395K
|
131K
$22.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.2K+ 3.58% |
$359K - $395K
|
63.8K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.2K+ 5.71% |
$358K - $393K
|
40.7K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.17K+ 8.21% |
$354K - $389K
|
28.6K
$5M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.16K+ 47.41% |
$352K - $388K
|
6.73K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.13K+ 8.35% |
$347K - $382K
|
27.7K
$4.84M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.13KNew |
$347K - $381K
|
2.13K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.11K+ 40.71% |
$343K - $378K
|
7.29K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.11K+ 67.17% |
$343K - $377K
|
5.24K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.1K+ 3.79% |
$342K - $376K
|
57.5K
$10M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.09K+ 50.01% |
$340K - $374K
|
6.25K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.08K+ 25.78% |
$339K - $373K
|
10.2K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.04KNew |
$332K - $366K
|
2.04K
$357K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.04K+ 1.9% |
$332K - $365K
|
109K
$19.1M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.03K+ 1.93% |
$331K - $364K
|
107K
$18.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.03K+ 7.54% |
$330K - $363K
|
28.9K
$5.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.02KNew |
$329K - $362K
|
2.02K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2K+ 2.06% |
$326K - $359K
|
99.1K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.98KNew |
$323K - $355K
|
1.98K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.98K+ 1.72% |
$323K - $355K
|
117K
$20.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.96KNew |
$320K - $352K
|
1.96K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.94K+ 3.7% |
$315K - $347K
|
54.2K
$9.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.93KNew |
$313K - $345K
|
1.93K
$336K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.92K+ 12.63% |
$313K - $345K
|
17.2K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.91K+ 74.65% |
$311K - $342K
|
4.46K
$780K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.91K+ 89.02% |
$310K - $341K
|
4.05K
$707K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 118.66% |
$309K - $340K
|
3.49K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.84KNew |
$300K - $330K
|
1.84K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.83KNew |
$298K - $328K
|
1.83K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.83K+ 4.95% |
$298K - $328K
|
38.8K
$6.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.83K+ 1.06% |
$298K - $328K
|
174K
$30.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.8KNew |
$293K - $322K
|
1.8K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.78K+ 0.39% |
$289K - $318K
|
458K
$79.9M
|