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 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-337- 7.68% |
$45K - $53.4K
|
4.05K
$745K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-337- 7.46% |
$45K - $53.4K
|
4.18K
$769K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-337- 6.59% |
$45K - $53.4K
|
4.78K
$878K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-337- 2.23% |
$45K - $53.4K
|
14.8K
$2.71M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-341- 4.54% |
$45.6K - $54K
|
7.17K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-343- 20.63% |
$45.8K - $54.3K
|
1.32K
$243K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-345- 5.07% |
$46.1K - $54.7K
|
6.46K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-345- 1.49% |
$46.1K - $54.7K
|
22.8K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-347- 18.31% |
$46.4K - $55K
|
1.55K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-352- 5.69% |
$47K - $55.8K
|
5.84K
$1.07M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-353- 29.34% |
$47.2K - $55.9K
|
850
$156K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-355- 9.7% |
$47.4K - $56.2K
|
3.3K
$608K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-363- 8.59% |
$48.5K - $57.5K
|
3.86K
$710K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-375- 5.42% |
$50.1K - $59.4K
|
6.54K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-385- 2.91% |
$51.5K - $61K
|
12.8K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-392- 2.77% |
$52.4K - $62.1K
|
13.7K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-396- 6.32% |
$52.9K - $62.7K
|
5.87K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-399- 13.0% |
$53.3K - $63.2K
|
2.67K
$491K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-399- 17.15% |
$53.3K - $63.2K
|
1.93K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-400- 23.31% |
$53.5K - $63.4K
|
1.32K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-415- 0.43% |
$55.5K - $65.7K
|
96.3K
$17.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-420- 6.33% |
$56.1K - $66.5K
|
6.22K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-420- 1.53% |
$56.1K - $66.5K
|
27.1K
$4.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-428- 10.23% |
$57.2K - $67.8K
|
3.75K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-430- 4.07% |
$57.5K - $68.1K
|
10.1K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-441- 15.2% |
$58.9K - $69.9K
|
2.46K
$453K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-444- 17.86% |
$59.3K - $70.3K
|
2.04K
$375K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-444- 4.75% |
$59.3K - $70.3K
|
8.9K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-448- 0.54% |
$59.9K - $71K
|
82.7K
$15.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-495- 1.39% |
$66.2K - $78.4K
|
35.2K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-507- 18.75% |
$67.8K - $80.3K
|
2.2K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-517- 6.95% |
$69.1K - $81.9K
|
6.93K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-518- 53.13% |
$69.2K - $82.1K
|
457
$84K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-526- 1.57% |
$70.3K - $83.3K
|
33K
$6.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-541- 19.64% |
$72.3K - $85.7K
|
2.21K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-547- 15.46% |
$73.1K - $86.7K
|
2.99K
$550K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-551- 12.78% |
$73.6K - $87.3K
|
3.76K
$691K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-552- 8.46% |
$73.8K - $87.4K
|
5.97K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-556- 2.18% |
$74.3K - $88.1K
|
25K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-565- 2.46% |
$75.5K - $89.5K
|
22.4K
$4.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-567- 3.23% |
$75.8K - $89.8K
|
17K
$3.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-577- 8.93% |
$77.1K - $91.4K
|
5.88K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-586- 30.71% |
$78.3K - $92.8K
|
1.32K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-594- 14.81% |
$79.4K - $94.1K
|
3.42K
$628K
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-595- 2.3% |
$79.5K - $94.3K
|
25.3K
$4.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-611- 7.19% |
$81.7K - $96.8K
|
7.88K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-611- 0.6% |
$81.7K - $96.8K
|
101K
$18.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-616- 8.04% |
$82.3K - $97.6K
|
7.05K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-634- 6.72% |
$84.7K - $100K
|
8.8K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-642- 23.11% |
$85.8K - $102K
|
2.14K
$393K
|