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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.13K+ 84.68% |
$151K - $179K
|
2.47K
$434K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
1.09K+ 10.97% |
$146K - $173K
|
11K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.09K+ 23.06% |
$146K - $173K
|
5.82K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.08K+ 8.71% |
$145K - $171K
|
13.5K
$2.37M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.08K+ 62.62% |
$145K - $171K
|
2.81K
$493K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.07K+ 79.22% |
$143K - $170K
|
2.42K
$425K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.06KNew |
$142K - $168K
|
1.06K
$186K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.03K+ 4.61% |
$137K - $163K
|
23.3K
$4.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.01K+ 3.36% |
$135K - $160K
|
31K
$5.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1K+ 2.65% |
$134K - $158K
|
38.7K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
991+ 2.41% |
$132K - $157K
|
42.1K
$7.4M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
983+ 58.83% |
$131K - $156K
|
2.65K
$466K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
978+ 6.46% |
$131K - $155K
|
16.1K
$2.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
974+ 7.36% |
$130K - $154K
|
14.2K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
969+ 0.42% |
$130K - $153K
|
234K
$41.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
954+ 3.95% |
$128K - $151K
|
25.1K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
953+ 59.19% |
$127K - $151K
|
2.56K
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
946+ 12.96% |
$126K - $150K
|
8.25K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
944+ 31.11% |
$126K - $150K
|
3.98K
$698K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
935+ 55.42% |
$125K - $148K
|
2.62K
$460K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
926+ 5.06% |
$124K - $147K
|
19.2K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
920+ 14.04% |
$123K - $146K
|
7.47K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
913+ 2.79% |
$122K - $145K
|
33.7K
$5.91M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
905+ 0.92% |
$121K - $143K
|
99.1K
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
905New |
$121K - $143K
|
905
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
897+ 29.79% |
$120K - $142K
|
3.91K
$686K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
894New |
$119K - $142K
|
894
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
878+ 31.9% |
$117K - $139K
|
3.63K
$637K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
870+ 2.4% |
$116K - $138K
|
37.2K
$6.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
863+ 3.85% |
$115K - $137K
|
23.3K
$4.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
835+ 87.89% |
$112K - $132K
|
1.79K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
825+ 44.59% |
$110K - $131K
|
2.68K
$470K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
805+ 5366.67% |
$108K - $128K
|
820
$144K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
801+ 282.04% |
$107K - $127K
|
1.09K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
799+ 1.58% |
$107K - $127K
|
51.5K
$9.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
792+ 3.76% |
$106K - $125K
|
21.8K
$3.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
790+ 53.74% |
$106K - $125K
|
2.26K
$397K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
783+ 36.23% |
$105K - $124K
|
2.94K
$517K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
765+ 3.03% |
$102K - $121K
|
26K
$4.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
764+ 1.72% |
$102K - $121K
|
45.2K
$7.94M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
763+ 26.7% |
$102K - $121K
|
3.62K
$636K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
761+ 40.01% |
$102K - $121K
|
2.66K
$468K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
753+ 195.58% |
$101K - $119K
|
1.14K
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
748+ 4.18% |
$100K - $118K
|
18.6K
$3.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
742+ 29.16% |
$99.2K - $118K
|
3.29K
$577K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
734+ 4.07% |
$98.1K - $116K
|
18.8K
$3.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
726+ 0.92% |
$97K - $115K
|
79.5K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
719+ 9.81% |
$96.1K - $114K
|
8.05K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
706+ 6.23% |
$94.4K - $112K
|
12K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
697New |
$93.2K - $110K
|
697
$122K
|