Purchases and Sales Made in Q4 2023 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 2023. 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 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.83KNew |
$245K - $290K
|
1.83K
$324K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.8KNew |
$241K - $285K
|
1.8K
$318K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 1.16% |
$239K - $283K
|
156K
$27.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.78K+ 14.47% |
$238K - $282K
|
14.1K
$2.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.77K+ 2.28% |
$237K - $281K
|
79.7K
$14.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.75KNew |
$233K - $276K
|
1.75K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.73KNew |
$232K - $275K
|
1.73K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.73KNew |
$231K - $274K
|
1.73K
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.69K+ 58.78% |
$225K - $267K
|
4.56K
$805K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.68KNew |
$225K - $266K
|
1.68K
$297K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.68KNew |
$224K - $266K
|
1.68K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.68KNew |
$224K - $265K
|
1.68K
$296K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.67KNew |
$223K - $264K
|
1.67K
$295K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.66KNew |
$222K - $263K
|
1.66K
$293K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.65KNew |
$221K - $262K
|
1.65K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.64K+ 69.63% |
$220K - $260K
|
4.01K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.61K+ 2.91% |
$215K - $255K
|
57K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.6KNew |
$213K - $253K
|
1.6K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.59KNew |
$213K - $252K
|
1.59K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.59KNew |
$212K - $252K
|
1.59K
$281K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.59K+ 23.61% |
$212K - $251K
|
8.3K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
1.57K+ 2.45% |
$210K - $249K
|
65.7K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.57K+ 207.27% |
$210K - $249K
|
2.33K
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$209K - $248K
|
1.57K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.57K+ 71.46% |
$209K - $248K
|
3.76K
$663K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.56K+ 15.0% |
$209K - $248K
|
12K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.55K+ 14.42% |
$207K - $246K
|
12.3K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.55K+ 30.67% |
$207K - $245K
|
6.6K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.52K+ 106.52% |
$203K - $241K
|
2.95K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.5KNew |
$200K - $238K
|
1.5K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.49K+ 4.19% |
$200K - $237K
|
37.2K
$6.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.49K+ 1.28% |
$199K - $236K
|
118K
$20.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.48K+ 6.52% |
$198K - $235K
|
24.2K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
1.48KNew |
$198K - $235K
|
1.48K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.48K+ 579.3% |
$198K - $235K
|
1.74K
$307K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.48KNew |
$198K - $235K
|
1.48K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.48KNew |
$197K - $234K
|
1.48K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 1270.69% |
$197K - $233K
|
1.59K
$281K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.47K+ 22.96% |
$197K - $233K
|
7.88K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.46K+ 29.21% |
$195K - $231K
|
6.45K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.44K+ 34.71% |
$192K - $228K
|
5.59K
$987K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.43K+ 956.0% |
$192K - $227K
|
1.58K
$280K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.43KNew |
$191K - $227K
|
1.43K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.42K+ 8.15% |
$189K - $224K
|
18.8K
$3.32M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.42K+ 6.63% |
$189K - $224K
|
22.8K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 4.03% |
$189K - $224K
|
36.5K
$6.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.41K+ 3.81% |
$189K - $224K
|
38.4K
$6.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.41K+ 24.4% |
$189K - $224K
|
7.19K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
1.41KNew |
$188K - $223K
|
1.41K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.41K+ 2.65% |
$188K - $223K
|
54.5K
$9.64M
|