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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.48K- 19.99% |
$332K - $393K
|
9.93K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.5K- 6.92% |
$334K - $395K
|
33.6K
$6.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.51K- 9.95% |
$335K - $398K
|
22.7K
$4.18M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-2.53K- 9.38% |
$337K - $400K
|
24.4K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.59K- 1.16% |
$346K - $410K
|
221K
$40.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.62K- 6.4% |
$350K - $415K
|
38.3K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.63K- 25.21% |
$351K - $416K
|
7.79K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.65K- 3.11% |
$354K - $420K
|
82.7K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.66K- 6.57% |
$355K - $421K
|
37.8K
$6.95M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.68K- 4.1% |
$358K - $424K
|
62.7K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.7K- 14.41% |
$360K - $427K
|
16K
$2.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.73K- 43.13% |
$364K - $432K
|
3.6K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 9.08% |
$367K - $435K
|
27.5K
$5.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.8K- 24.44% |
$374K - $443K
|
8.65K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.84K- 23.22% |
$380K - $451K
|
9.4K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.85K- 43.42% |
$381K - $452K
|
3.72K
$683K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.94K- 55.01% |
$393K - $465K
|
2.4K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2.95K- 60.08% |
$394K - $467K
|
1.96K
$360K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.96K- 4.54% |
$396K - $469K
|
62.2K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.99K- 5.95% |
$400K - $474K
|
47.3K
$8.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.02K- 9.16% |
$404K - $479K
|
30K
$5.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-3.12K- 20.25% |
$417K - $495K
|
12.3K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.13K- 31.63% |
$418K - $496K
|
6.77K
$1.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.13K- 20.32% |
$419K - $496K
|
12.3K
$2.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.15K- 54.01% |
$421K - $499K
|
2.68K
$493K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.16K- 2.99% |
$422K - $501K
|
103K
$18.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.42K- 20.88% |
$457K - $541K
|
12.9K
$2.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.45K- 3.14% |
$460K - $546K
|
106K
$19.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.5K- 3.09% |
$468K - $555K
|
110K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-3.64K- 4.8% |
$486K - $576K
|
72.1K
$13.3M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.79K- 31.14% |
$507K - $601K
|
8.39K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.81K- 27.58% |
$510K - $604K
|
10K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.9K- 12.5% |
$522K - $618K
|
27.3K
$5.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.9K- 7.71% |
$522K - $618K
|
46.8K
$8.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.91K- 4.86% |
$523K - $620K
|
76.7K
$14.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.06K- 4.61% |
$542K - $643K
|
83.9K
$15.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.08K- 20.75% |
$545K - $646K
|
15.6K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.09K- 3.25% |
$547K - $648K
|
122K
$22.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.14K- 2.93% |
$553K - $655K
|
137K
$25.2M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.28K- 11.34% |
$572K - $678K
|
33.5K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4.33K- 95.9% |
$579K - $686K
|
185
$34K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.42K- 4.68% |
$590K - $700K
|
89.9K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.5K- 10.35% |
$601K - $713K
|
39K
$7.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.59K- 3.88% |
$613K - $727K
|
114K
$20.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.72K- 30.31% |
$631K - $748K
|
10.9K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.05K- 30.5% |
$675K - $800K
|
11.5K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-5.35K- 19.48% |
$716K - $848K
|
22.1K
$4.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.38K- 72.83% |
$718K - $851K
|
2.01K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.55K- 8.15% |
$742K - $879K
|
62.5K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.75K- 80.99% |
$768K - $911K
|
1.35K
$248K
|