Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13+ 0.39% |
$1.96K - $2.12K
|
3.37K
$607K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
13+ 0.32% |
$1.96K - $2.12K
|
4.1K
$739K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
12+ 0.89% |
$1.81K - $1.96K
|
1.36K
$244K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12New |
$1.81K - $1.96K
|
12
$2.16K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11+ 3.34% |
$1.66K - $1.79K
|
340
$61.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
9+ 0.18% |
$1.36K - $1.47K
|
4.95K
$891K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
8+ 0.31% |
$1.21K - $1.3K
|
2.56K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.28% |
$905 - $978
|
2.14K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
6+ 0.37% |
$905 - $978
|
1.63K
$293K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.29% |
$754 - $815
|
1.71K
$307K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.22% |
$604 - $652
|
1.86K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4New |
$604 - $652
|
4
$720
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.14% |
$604 - $652
|
2.9K
$523K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$604 - $652
|
6.32K
$1.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.07% |
$453 - $489
|
4.17K
$750K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.05% |
$453 - $489
|
5.53K
$996K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.04% |
$302 - $326
|
4.88K
$879K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$302 - $326
|
10.3K
$1.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.05% |
$302 - $326
|
4.09K
$736K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$302 - $326
|
15.7K
$2.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
2+ 0.07% |
$302 - $326
|
3.01K
$542K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.14% |
$302 - $326
|
1.4K
$252K
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
2+ 0.03% |
$302 - $326
|
7.5K
$1.35M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$302 - $326
|
1.57K
$282K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.01% |
$302 - $326
|
13.9K
$2.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.04% |
$151 - $163
|
2.43K
$437K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$151 - $163
|
14.3K
$2.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.56% |
$151 - $163
|
179
$32.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1+ 0.03% |
$151 - $163
|
3.49K
$628K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.38% |
$151 - $163
|
261
$47K
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
1+ 0.02% |
$151 - $163
|
4.2K
$757K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$151 - $163
|
759
$137K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.03% |
$151 - $163
|
3.67K
$660K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$151 - $163
|
662
$119K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.1% |
$151 - $163
|
954
$172K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1Closed |
$151 - $163
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 0.04% |
$302 - $326
|
4.61K
$830K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-2- 0.49% |
$302 - $326
|
405
$72.9K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3- 0.06% |
$453 - $489
|
5.05K
$909K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4- 0.22% |
$604 - $652
|
1.82K
$328K
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-7- 0.34% |
$1.06K - $1.14K
|
2.06K
$372K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-7Closed |
$1.06K - $1.14K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8- 0.47% |
$1.21K - $1.3K
|
1.71K
$308K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-8- 0.23% |
$1.21K - $1.3K
|
3.52K
$633K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-9- 0.24% |
$1.36K - $1.47K
|
3.72K
$670K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12- 0.21% |
$1.81K - $1.96K
|
5.66K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-15- 0.24% |
$2.26K - $2.45K
|
6.2K
$1.12M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15- 6.49% |
$2.26K - $2.45K
|
216
$38.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.14% |
$2.26K - $2.45K
|
10.9K
$1.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-16- 0.2% |
$2.41K - $2.61K
|
8.16K
$1.47M
|