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 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
693+ 18.74% |
$92.6K - $110K
|
4.39K
$771K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
692+ 3.67% |
$92.5K - $110K
|
19.6K
$3.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
683+ 4.44% |
$91.3K - $108K
|
16.1K
$2.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
683+ 3.4% |
$91.3K - $108K
|
20.8K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
680+ 14.21% |
$90.9K - $108K
|
5.47K
$960K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
678+ 10.01% |
$90.6K - $107K
|
7.45K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
668+ 21.07% |
$89.3K - $106K
|
3.84K
$674K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
659+ 0.95% |
$88.1K - $104K
|
69.8K
$12.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
638+ 12.94% |
$85.3K - $101K
|
5.57K
$977K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
633+ 9.24% |
$84.6K - $100K
|
7.48K
$1.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
632New |
$84.5K - $100K
|
632
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
624+ 5.6% |
$83.4K - $98.8K
|
11.8K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
608+ 18.85% |
$81.3K - $96.3K
|
3.83K
$673K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
600+ 30.0% |
$80.2K - $95K
|
2.6K
$456K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
587+ 2.49% |
$78.5K - $93K
|
24.2K
$4.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
578+ 6.82% |
$77.3K - $91.6K
|
9.06K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
574+ 2.47% |
$76.7K - $90.9K
|
23.8K
$4.17M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
570New |
$76.2K - $90.3K
|
570
$100K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
570+ 1425.0% |
$76.2K - $90.3K
|
610
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
563+ 173.23% |
$75.3K - $89.2K
|
888
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
551+ 23.53% |
$73.6K - $87.3K
|
2.89K
$508K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
546+ 38.48% |
$73K - $86.5K
|
1.97K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
543+ 18.7% |
$72.6K - $86K
|
3.45K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
542+ 2.22% |
$72.4K - $85.9K
|
25K
$4.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
539+ 31.01% |
$72K - $85.4K
|
2.28K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
538+ 3.14% |
$71.9K - $85.2K
|
17.7K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
536New |
$71.6K - $84.9K
|
536
$94.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
532+ 27.35% |
$71.1K - $84.3K
|
2.48K
$435K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
531+ 10.33% |
$71K - $84.1K
|
5.67K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
524+ 6.51% |
$70K - $83K
|
8.57K
$1.5M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
518New |
$69.2K - $82.1K
|
518
$90.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
505+ 30.15% |
$67.5K - $80K
|
2.18K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
502New |
$67.1K - $79.5K
|
502
$88.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
500+ 49.02% |
$66.8K - $79.2K
|
1.52K
$267K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
492+ 21.4% |
$65.8K - $77.9K
|
2.79K
$490K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
491+ 9.02% |
$65.6K - $77.8K
|
5.93K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
483New |
$64.6K - $76.5K
|
483
$84.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
483+ 25.37% |
$64.6K - $76.5K
|
2.39K
$419K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
479+ 15.63% |
$64K - $75.9K
|
3.54K
$622K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
465+ 8.01% |
$62.2K - $73.7K
|
6.27K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
464+ 2.46% |
$62K - $73.5K
|
19.3K
$3.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
462+ 2.76% |
$61.8K - $73.2K
|
17.2K
$3.02M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
459+ 1.57% |
$61.3K - $72.7K
|
29.7K
$5.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
456+ 10.53% |
$60.9K - $72.2K
|
4.79K
$840K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
443+ 6.14% |
$59.2K - $70.2K
|
7.66K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
435+ 4.64% |
$58.1K - $68.9K
|
9.8K
$1.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
430+ 0.47% |
$57.5K - $68.1K
|
91.7K
$16.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
428+ 2.75% |
$57.2K - $67.8K
|
16K
$2.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
426New |
$56.9K - $67.5K
|
426
$74.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
424New |
$56.7K - $67.2K
|
424
$74.4K
|