Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.03% |
$256 - $298
|
6.86K
$1.21M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.06% |
$256 - $298
|
3.46K
$612K
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2+ 50.0% |
$256 - $298
|
6
$1.06K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2New |
$256 - $298
|
2
$353
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$128 - $149
|
1.94K
$343K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.02% |
$128 - $149
|
4.39K
$776K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.04% |
$128 - $149
|
2.77K
$489K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$128 - $149
|
5.63K
$995K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 1.05% |
$128 - $149
|
96
$17K
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.01% |
$128 - $149
|
7.51K
$1.33M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$128 - $149
|
349
$61.7K
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 0.11% |
$128 - $149
|
926
$164K
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.76% |
$128 - $149
|
132
$23.3K
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.03% |
$128 - $149
|
3.32K
$587K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.12% |
$128 - $149
|
90
$15.9K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$128 - $149
|
17.7K
$3.12M
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$128 - $149
|
6.71K
$1.18M
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 2.22% |
$128 - $149
|
44
$7.77K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.29% |
$128 - $149
|
338
$59.7K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2- 10.0% |
$256 - $298
|
18
$3.18K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 0.76% |
$256 - $298
|
260
$45.9K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 0.09% |
$512 - $596
|
4.54K
$801K
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-5- 0.84% |
$640 - $745
|
588
$104K
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-6- 0.21% |
$768 - $894
|
2.86K
$506K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8- 0.08% |
$1.02K - $1.19K
|
10.4K
$1.84M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-9- 0.19% |
$1.15K - $1.34K
|
4.73K
$836K
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-11- 5.56% |
$1.41K - $1.64K
|
187
$33K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13- 0.11% |
$1.66K - $1.94K
|
12.2K
$2.15M
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-15- 0.22% |
$1.92K - $2.24K
|
6.86K
$1.21M
|
|
Jan 10, 2023
Q4 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-18- 33.33% |
$2.3K - $2.68K
|
36
$6.36K
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-18- 1.1% |
$2.3K - $2.68K
|
1.61K
$285K
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-19- 2.93% |
$2.43K - $2.83K
|
629
$111K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-23- 2.79% |
$2.94K - $3.43K
|
802
$142K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 13.86% |
$2.94K - $3.43K
|
143
$25.3K
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-26- 0.96% |
$3.33K - $3.87K
|
2.69K
$475K
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-29- 0.11% |
$3.71K - $4.32K
|
26.1K
$4.61M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-29- 0.18% |
$3.71K - $4.32K
|
16.5K
$2.92M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-30- 8.0% |
$3.84K - $4.47K
|
345
$61K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-30- 20.98% |
$3.84K - $4.47K
|
113
$20K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-33- 0.62% |
$4.22K - $4.92K
|
5.25K
$927K
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-34- 1.04% |
$4.35K - $5.07K
|
3.23K
$570K
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 0.09% |
$4.35K - $5.07K
|
36.9K
$6.51M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-36- 0.08% |
$4.61K - $5.37K
|
45.8K
$8.08M
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-36- 0.17% |
$4.61K - $5.37K
|
21.4K
$3.78M
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-43- 0.84% |
$5.5K - $6.41K
|
5.09K
$898K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-46- 0.23% |
$5.89K - $6.86K
|
19.8K
$3.49M
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-50- 0.92% |
$6.4K - $7.45K
|
5.38K
$950K
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-55- 0.17% |
$7.04K - $8.2K
|
32.8K
$5.79M
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-55- 2.12% |
$7.04K - $8.2K
|
2.54K
$449K
|