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
|
Weaver Consulting Group
|
SELL
|
- |
-355- 9.7% |
$47.4K - $56.2K
|
3.3K
$584K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-363- 8.59% |
$48.5K - $57.5K
|
3.86K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-375- 5.42% |
$50.1K - $59.4K
|
6.54K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-385- 2.91% |
$51.5K - $61K
|
12.8K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-392- 2.77% |
$52.4K - $62.1K
|
13.7K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-396- 6.32% |
$52.9K - $62.7K
|
5.87K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-399- 13.0% |
$53.3K - $63.2K
|
2.67K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-399- 17.15% |
$53.3K - $63.2K
|
1.93K
$340K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-400- 23.31% |
$53.5K - $63.4K
|
1.32K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-415- 0.43% |
$55.5K - $65.7K
|
96.3K
$17M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-420- 6.33% |
$56.1K - $66.5K
|
6.22K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-420- 1.53% |
$56.1K - $66.5K
|
27.1K
$4.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-428- 10.23% |
$57.2K - $67.8K
|
3.75K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-430- 4.07% |
$57.5K - $68.1K
|
10.1K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-441- 15.2% |
$58.9K - $69.9K
|
2.46K
$435K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-444- 17.86% |
$59.3K - $70.3K
|
2.04K
$361K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-444- 4.75% |
$59.3K - $70.3K
|
8.9K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-448- 0.54% |
$59.9K - $71K
|
82.7K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-495- 1.39% |
$66.2K - $78.4K
|
35.2K
$6.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-507- 18.75% |
$67.8K - $80.3K
|
2.2K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-517- 6.95% |
$69.1K - $81.9K
|
6.93K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-518- 53.13% |
$69.2K - $82.1K
|
457
$80.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-526- 1.57% |
$70.3K - $83.3K
|
33K
$5.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-541- 19.64% |
$72.3K - $85.7K
|
2.21K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-547- 15.46% |
$73.1K - $86.7K
|
2.99K
$529K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-551- 12.78% |
$73.6K - $87.3K
|
3.76K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-552- 8.46% |
$73.8K - $87.4K
|
5.97K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-556- 2.18% |
$74.3K - $88.1K
|
25K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-565- 2.46% |
$75.5K - $89.5K
|
22.4K
$3.96M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-567- 3.23% |
$75.8K - $89.8K
|
17K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-577- 8.93% |
$77.1K - $91.4K
|
5.88K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-586- 30.71% |
$78.3K - $92.8K
|
1.32K
$234K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-594- 14.81% |
$79.4K - $94.1K
|
3.42K
$604K
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-595- 2.3% |
$79.5K - $94.3K
|
25.3K
$4.47M
|
|
|
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
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-611- 0.6% |
$81.7K - $96.8K
|
101K
$17.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-616- 8.04% |
$82.3K - $97.6K
|
7.05K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-634- 6.72% |
$84.7K - $100K
|
8.8K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-642- 23.11% |
$85.8K - $102K
|
2.14K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-655- 1.15% |
$87.5K - $104K
|
56.5K
$9.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-672- 6.15% |
$89.8K - $106K
|
10.3K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-674- 0.66% |
$90.1K - $107K
|
101K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-682- 5.55% |
$91.2K - $108K
|
11.6K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-690- 0.36% |
$92.2K - $109K
|
193K
$34.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-692- 4.56% |
$92.5K - $110K
|
14.5K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-704- 1.19% |
$94.1K - $112K
|
58.7K
$10.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-715- 1.82% |
$95.6K - $113K
|
38.5K
$6.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-723- 11.44% |
$96.6K - $115K
|
5.6K
$989K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-730- 5.68% |
$97.6K - $116K
|
12.1K
$2.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-731- 17.18% |
$97.7K - $116K
|
3.53K
$623K
|