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 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.13K+ 67.93% |
$170K - $183K
|
2.78K
$486K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.12K+ 40.73% |
$169K - $183K
|
3.88K
$678K
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.08KNew |
$163K - $176K
|
1.08K
$189K
|
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.07K+ 45.24% |
$161K - $174K
|
3.43K
$599K
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.74% |
$158K - $171K
|
39.3K
$6.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.04K+ 9.09% |
$157K - $170K
|
12.5K
$2.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
984+ 1.19% |
$148K - $160K
|
83.8K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
983+ 14.94% |
$148K - $160K
|
7.56K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
971+ 14.42% |
$147K - $158K
|
7.7K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
968+ 24.88% |
$146K - $158K
|
4.86K
$849K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
967+ 12.89% |
$146K - $158K
|
8.47K
$1.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
929+ 4.15% |
$140K - $151K
|
23.3K
$4.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
912+ 11.57% |
$138K - $149K
|
8.8K
$1.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
909+ 2.39% |
$137K - $148K
|
39K
$6.81M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
900New |
$136K - $147K
|
900
$157K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
896+ 48.7% |
$135K - $146K
|
2.74K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
896+ 2.54% |
$135K - $146K
|
36.2K
$6.32M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
879New |
$133K - $143K
|
879
$154K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
864New |
$130K - $141K
|
864
$151K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
853+ 15.47% |
$129K - $139K
|
6.37K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
816New |
$123K - $133K
|
816
$143K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
809+ 3.54% |
$122K - $132K
|
23.7K
$4.14M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
806+ 1.24% |
$122K - $131K
|
65.9K
$11.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
805+ 0.65% |
$121K - $131K
|
124K
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
800New |
$121K - $130K
|
800
$140K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
797+ 18.61% |
$120K - $130K
|
5.08K
$888K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
797+ 7.74% |
$120K - $130K
|
11.1K
$1.94M
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
780+ 21.63% |
$118K - $127K
|
4.39K
$766K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
778New |
$117K - $127K
|
778
$136K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
778+ 64.94% |
$117K - $127K
|
1.98K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
769+ 98.72% |
$116K - $125K
|
1.55K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
768+ 4.95% |
$116K - $125K
|
16.3K
$2.84M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
766New |
$116K - $125K
|
766
$134K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
766+ 7.0% |
$116K - $125K
|
11.7K
$2.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
752+ 21.06% |
$113K - $123K
|
4.32K
$755K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
750+ 4.98% |
$113K - $122K
|
15.8K
$2.76M
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
733+ 8.85% |
$111K - $119K
|
9.02K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
730+ 2.97% |
$110K - $119K
|
25.3K
$4.42M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
724New |
$109K - $118K
|
724
$126K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
719+ 2.68% |
$108K - $117K
|
27.6K
$4.81M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
701+ 2.11% |
$106K - $114K
|
33.9K
$5.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
695+ 5.3% |
$105K - $113K
|
13.8K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
669+ 24.94% |
$101K - $109K
|
3.35K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
655+ 1.92% |
$98.8K - $107K
|
34.7K
$6.07M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
641New |
$96.7K - $104K
|
641
$112K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
641+ 2.57% |
$96.7K - $104K
|
25.5K
$4.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
625+ 11.8% |
$94.3K - $102K
|
5.92K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600+ 21.88% |
$90.5K - $97.8K
|
3.34K
$584K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
592+ 27.08% |
$89.3K - $96.5K
|
2.78K
$485K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
583+ 10.45% |
$88K - $95K
|
6.16K
$1.08M
|