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
|
Cadinha & CO LLC
|
SELL
|
- |
-871- 26.8% |
$112K - $130K
|
2.38K
$420K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-925- 55.49% |
$118K - $138K
|
742
$131K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-930- 42.23% |
$119K - $139K
|
1.27K
$225K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-955- 95.98% |
$122K - $142K
|
40
$7.07K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-995- 2.55% |
$127K - $148K
|
38K
$6.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1K- 24.61% |
$128K - $149K
|
3.06K
$541K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.03K- 1.88% |
$132K - $154K
|
53.8K
$9.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.06K- 40.67% |
$136K - $159K
|
1.55K
$274K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.1K- 1.16% |
$140K - $163K
|
93.3K
$16.5M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.1K- 2.25% |
$141K - $164K
|
47.9K
$8.46M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.1K- 13.85% |
$141K - $164K
|
6.86K
$1.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.12K- 4.58% |
$144K - $167K
|
23.4K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.16K- 4.18% |
$149K - $173K
|
26.6K
$4.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.2K- 8.62% |
$154K - $179K
|
12.7K
$2.25M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-1.26K- 5.43% |
$162K - $188K
|
22K
$3.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.31K- 33.59% |
$167K - $195K
|
2.59K
$457K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.35K- 2.5% |
$172K - $200K
|
52.5K
$9.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.37K- 21.86% |
$175K - $204K
|
4.9K
$865K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.41K- 1.87% |
$181K - $211K
|
74.3K
$13.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-1.42K- 40.62% |
$182K - $211K
|
2.07K
$366K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-1.47K- 7.73% |
$188K - $218K
|
17.5K
$3.09M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.53K- 0.51% |
$195K - $228K
|
299K
$52.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.58K- 1.07% |
$203K - $236K
|
147K
$26M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.61K- 9.27% |
$206K - $240K
|
15.7K
$2.78M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.62K- 82.08% |
$207K - $241K
|
353
$62.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.62K- 2.92% |
$208K - $242K
|
53.9K
$9.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.64K- 4.3% |
$210K - $244K
|
36.5K
$6.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.65K- 11.85% |
$212K - $246K
|
12.3K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.74K- 15.3% |
$223K - $260K
|
9.65K
$1.7M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.75K- 46.46% |
$224K - $261K
|
2.01K
$356K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.81K- 3.23% |
$231K - $269K
|
54.1K
$9.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.85K- 85.05% |
$237K - $276K
|
326
$57.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.86K- 6.02% |
$239K - $278K
|
29.1K
$5.14M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.89K- 34.28% |
$242K - $281K
|
3.62K
$639K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 3.67% |
$243K - $283K
|
49.9K
$8.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-2K- 8.33% |
$256K - $298K
|
22K
$3.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.03K- 2.85% |
$260K - $302K
|
69.1K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.04K- 8.24% |
$261K - $304K
|
22.7K
$4.01M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.09K- 31.28% |
$267K - $311K
|
4.59K
$811K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-2.09K- 31.28% |
$267K - $311K
|
4.59K
$811K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.13K- 9.11% |
$273K - $317K
|
21.3K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.2K- 24.93% |
$282K - $328K
|
6.64K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.21K- 16.42% |
$283K - $329K
|
11.2K
$1.99M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.23K- 1.58% |
$285K - $332K
|
139K
$24.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.24K- 1.26% |
$287K - $334K
|
175K
$30.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.25K- 39.41% |
$288K - $335K
|
3.46K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.27K- 11.55% |
$290K - $338K
|
17.4K
$3.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-2.28K- 22.41% |
$291K - $339K
|
7.88K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.35K- 4.74% |
$301K - $351K
|
47.3K
$8.36M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.39K- 2.99% |
$306K - $356K
|
77.6K
$13.7M
|