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 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
417+ 25.79% |
$55.7K - $66.1K
|
2.03K
$357K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
412+ 7.13% |
$55.1K - $65.3K
|
6.19K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
405+ 0.27% |
$54.1K - $64.2K
|
151K
$26.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
401+ 1.36% |
$53.6K - $63.5K
|
29.8K
$5.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
400+ 800.0% |
$53.5K - $63.4K
|
450
$79K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
394+ 5.99% |
$52.7K - $62.4K
|
6.97K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
390+ 14.65% |
$52.1K - $61.8K
|
3.05K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
378+ 2.17% |
$50.5K - $59.9K
|
17.8K
$3.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
370+ 12.38% |
$49.5K - $58.6K
|
3.36K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
370+ 11.36% |
$49.5K - $58.6K
|
3.63K
$637K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
370+ 12.38% |
$49.5K - $58.6K
|
3.36K
$590K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
369+ 4.23% |
$49.3K - $58.5K
|
9.09K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
365New |
$48.8K - $57.8K
|
365
$64.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
364+ 2.81% |
$48.7K - $57.7K
|
13.3K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
359+ 1.12% |
$48K - $56.9K
|
32.5K
$5.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
357+ 2.42% |
$47.7K - $56.6K
|
15.1K
$2.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
348+ 4.36% |
$46.5K - $55.1K
|
8.32K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
344+ 14.09% |
$46K - $54.5K
|
2.79K
$489K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
338+ 39.21% |
$45.2K - $53.5K
|
1.2K
$211K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
318+ 6.38% |
$42.5K - $50.4K
|
5.3K
$931K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
314+ 12.98% |
$42K - $49.7K
|
2.73K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
314+ 0.1% |
$42K - $49.7K
|
316K
$55.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
313+ 7.03% |
$41.8K - $49.6K
|
4.76K
$836K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
303+ 2.39% |
$40.5K - $48K
|
13K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
300+ 20.41% |
$40.1K - $47.5K
|
1.77K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
299+ 5.6% |
$40K - $47.4K
|
5.64K
$990K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
298+ 2.95% |
$39.8K - $47.2K
|
10.4K
$1.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
294+ 19.09% |
$39.3K - $46.6K
|
1.83K
$322K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
294+ 20.46% |
$39.3K - $46.6K
|
1.73K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
293+ 7.06% |
$39.2K - $46.4K
|
4.45K
$780K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
292+ 4.42% |
$39K - $46.3K
|
6.9K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
289+ 22.74% |
$38.6K - $45.8K
|
1.56K
$274K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
280New |
$37.4K - $44.4K
|
280
$49.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
280New |
$37.4K - $44.4K
|
280
$49.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
277New |
$37K - $43.9K
|
277
$48.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
271+ 0.61% |
$36.2K - $42.9K
|
44.8K
$7.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
261+ 0.13% |
$34.9K - $41.3K
|
208K
$36.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
258+ 0.97% |
$34.5K - $40.9K
|
26.8K
$4.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
256+ 1.12% |
$34.2K - $40.6K
|
23.1K
$4.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
251+ 5.77% |
$33.5K - $39.8K
|
4.6K
$807K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
247+ 6.5% |
$33K - $39.1K
|
4.05K
$710K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
241New |
$32.2K - $38.2K
|
241
$42.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
240+ 6.65% |
$32.1K - $38K
|
3.85K
$676K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
234+ 6.04% |
$31.3K - $37.1K
|
4.11K
$722K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
233+ 0.4% |
$31.1K - $36.9K
|
59.2K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
231+ 2.48% |
$30.9K - $36.6K
|
9.54K
$1.68M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
226+ 3.67% |
$30.2K - $35.8K
|
6.39K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
225+ 5.17% |
$30.1K - $35.6K
|
4.58K
$803K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
220+ 2.2% |
$29.4K - $34.9K
|
10.2K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
220New |
$29.4K - $34.9K
|
220
$38.6K
|