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 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
78+ 8.96% |
$10.4K - $12.4K
|
949
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
75+ 3.49% |
$10K - $11.9K
|
2.23K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
74+ 98.67% |
$9.89K - $11.7K
|
149
$26.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
72+ 0.68% |
$9.62K - $11.4K
|
10.6K
$1.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
70+ 1.19% |
$9.36K - $11.1K
|
5.96K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.77% |
$9.36K - $11.1K
|
1.93K
$341K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$8.55K - $10.1K
|
64
$11.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
60+ 11.43% |
$8.02K - $9.5K
|
585
$103K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
56+ 0.39% |
$7.48K - $8.87K
|
14.3K
$2.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
56+ 1.94% |
$7.48K - $8.87K
|
2.95K
$521K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
55+ 22.54% |
$7.35K - $8.71K
|
299
$52.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
55+ 2.69% |
$7.35K - $8.71K
|
2.1K
$371K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
54+ 0.21% |
$7.22K - $8.55K
|
25.2K
$4.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
51+ 2.44% |
$6.82K - $8.08K
|
2.14K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
51+ 0.28% |
$6.82K - $8.08K
|
18.1K
$3.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
50+ 2.58% |
$6.68K - $7.92K
|
1.99K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 0.58% |
$6.68K - $7.92K
|
8.62K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
48New |
$6.42K - $7.6K
|
48
$8.48K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
46+ 0.55% |
$6.15K - $7.29K
|
8.39K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41New |
$5.48K - $6.49K
|
41
$7.24K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
40+ 0.06% |
$5.35K - $6.34K
|
67K
$11.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
36+ 2.29% |
$4.81K - $5.7K
|
1.61K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36+ 0.21% |
$4.81K - $5.7K
|
16.9K
$2.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
36+ 1.45% |
$4.81K - $5.7K
|
2.52K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
35+ 0.18% |
$4.68K - $5.54K
|
19.1K
$3.37M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
31+ 6.62% |
$4.14K - $4.91K
|
499
$88.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
30+ 0.39% |
$4.01K - $4.75K
|
7.76K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
24+ 0.59% |
$3.21K - $3.8K
|
4.1K
$724K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
22+ 0.38% |
$2.94K - $3.49K
|
5.84K
$1.03M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
22New |
$2.94K - $3.49K
|
22
$3.89K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22New |
$2.94K - $3.49K
|
22
$3.89K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20+ 0.33% |
$2.67K - $3.17K
|
6.02K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
20+ 0.46% |
$2.67K - $3.17K
|
4.38K
$773K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 4.08% |
$2.54K - $3.01K
|
485
$85.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
16New |
$2.14K - $2.53K
|
16
$2.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
15+ 0.31% |
$2K - $2.38K
|
4.82K
$852K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
15New |
$2K - $2.38K
|
15
$2.65K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
12+ 0.84% |
$1.6K - $1.9K
|
1.45K
$255K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
12+ 0.75% |
$1.6K - $1.9K
|
1.61K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12New |
$1.6K - $1.9K
|
12
$2.12K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11+ 0.62% |
$1.47K - $1.74K
|
1.8K
$318K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
10+ 0.26% |
$1.34K - $1.58K
|
3.79K
$669K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
10+ 0.38% |
$1.34K - $1.58K
|
2.63K
$465K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10+ 0.38% |
$1.34K - $1.58K
|
2.63K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
9+ 0.16% |
$1.2K - $1.43K
|
5.66K
$999K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9+ 0.08% |
$1.2K - $1.43K
|
11.6K
$2.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8+ 0.32% |
$1.07K - $1.27K
|
2.52K
$444K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 5.06% |
$1.07K - $1.27K
|
166
$29.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.37% |
$936 - $1.11K
|
1.92K
$340K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.26% |
$936 - $1.11K
|
2.68K
$474K
|