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 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.36% |
$936 - $1.11K
|
1.95K
$344K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7+ 0.11% |
$936 - $1.11K
|
6.51K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
7New |
$936 - $1.11K
|
7
$1.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.17% |
$936 - $1.11K
|
4.1K
$724K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 0.34% |
$802 - $950
|
1.75K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
6+ 0.3% |
$802 - $950
|
1.98K
$350K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6+ 0.36% |
$802 - $950
|
1.68K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.16% |
$668 - $792
|
3.07K
$542K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.05% |
$668 - $792
|
9.12K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$668 - $792
|
2.81K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5+ 0.14% |
$668 - $792
|
3.62K
$640K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.27% |
$668 - $792
|
1.83K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.12% |
$668 - $792
|
4.32K
$763K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5+ 0.28% |
$668 - $792
|
1.8K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
4New |
$535 - $634
|
4
$707
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.39% |
$535 - $634
|
1.02K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.12% |
$535 - $634
|
3.47K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3New |
$401 - $475
|
3
$530
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3+ 0.08% |
$401 - $475
|
3.78K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3+ 0.06% |
$401 - $475
|
5.09K
$899K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 0.08% |
$267 - $317
|
2.62K
$463K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2New |
$267 - $317
|
2
$353
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.14% |
$267 - $317
|
1.42K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
2+ 0.08% |
$267 - $317
|
2.62K
$464K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.22% |
$267 - $317
|
932
$165K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.44% |
$134 - $158
|
226
$39.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 2.27% |
$134 - $158
|
45
$7.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1+ 0.03% |
$134 - $158
|
3.52K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.46% |
$134 - $158
|
220
$38.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$134 - $158
|
3.95K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.22% |
$134 - $158
|
447
$79K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$134 - $158
|
1.95K
$345K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.03% |
$134 - $158
|
2.87K
$507K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 0.02% |
$134 - $158
|
4.29K
$758K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-4- 0.13% |
$535 - $634
|
3K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4- 0.18% |
$535 - $634
|
2.19K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-7- 0.04% |
$936 - $1.11K
|
17.2K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 5.88% |
$1.47K - $1.74K
|
176
$31.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-12- 0.28% |
$1.6K - $1.9K
|
4.29K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15- 0.19% |
$2K - $2.38K
|
7.97K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16- 1.2% |
$2.14K - $2.53K
|
1.32K
$233K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 50.0% |
$2.27K - $2.69K
|
17
$3K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 2.19% |
$2.41K - $2.85K
|
803
$142K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-18- 0.32% |
$2.41K - $2.85K
|
5.54K
$979K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 30.3% |
$2.67K - $3.17K
|
46
$8.13K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.3% |
$2.81K - $3.33K
|
6.89K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 0.17% |
$2.94K - $3.49K
|
12.8K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-22- 0.23% |
$2.94K - $3.49K
|
9.46K
$1.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-23- 0.55% |
$3.07K - $3.64K
|
4.19K
$741K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-24- 0.24% |
$3.21K - $3.8K
|
10.2K
$1.8M
|