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 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.79K+ 36.2% |
$640K - $759K
|
18K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.63K+ 113.6% |
$618K - $733K
|
8.7K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
4.6K+ 5.41% |
$614K - $728K
|
89.6K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.54K+ 102.28% |
$607K - $719K
|
8.98K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.53K+ 67.14% |
$606K - $718K
|
11.3K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
4.5KNew |
$601K - $713K
|
4.5K
$795K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.4KNew |
$588K - $697K
|
4.4K
$777K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.35KNew |
$582K - $690K
|
4.35K
$769K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.31KNew |
$575K - $682K
|
4.31K
$761K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 15.15% |
$569K - $674K
|
32.4K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.25KNew |
$567K - $672K
|
4.25K
$750K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4.24KNew |
$567K - $672K
|
4.24K
$749K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.2K+ 1.03% |
$562K - $666K
|
413K
$73M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.19K+ 86.35% |
$560K - $663K
|
9.04K
$1.6M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.19KNew |
$560K - $663K
|
4.19K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.07K+ 17.88% |
$544K - $645K
|
26.8K
$4.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.07K+ 57.71% |
$543K - $644K
|
11.1K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.06K+ 46.7% |
$542K - $643K
|
12.7K
$2.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.02K+ 30.83% |
$538K - $637K
|
17.1K
$3.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
4.02K+ 3.87% |
$537K - $637K
|
108K
$19M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.01KNew |
$536K - $635K
|
4.01K
$708K
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.01KNew |
$536K - $635K
|
4.01K
$708K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4KNew |
$535K - $634K
|
4K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.98K+ 1.13% |
$532K - $631K
|
355K
$62.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.95KNew |
$528K - $626K
|
3.95K
$698K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
3.93K+ 4.71% |
$525K - $622K
|
87.4K
$15.4M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.85KNew |
$515K - $610K
|
3.85K
$680K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.84KNew |
$513K - $608K
|
3.84K
$678K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.81K+ 36.04% |
$510K - $604K
|
14.4K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.79K+ 7.46% |
$507K - $601K
|
54.6K
$9.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.79K+ 965.56% |
$506K - $600K
|
4.18K
$738K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.77K+ 47.77% |
$503K - $597K
|
11.7K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.76KNew |
$503K - $596K
|
3.76K
$665K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.59KNew |
$480K - $569K
|
3.59K
$635K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.59K+ 3.34% |
$480K - $569K
|
111K
$19.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.57K+ 18.44% |
$477K - $565K
|
22.9K
$4.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.54K+ 20.18% |
$473K - $560K
|
21.1K
$3.72M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
3.45K+ 13.83% |
$462K - $547K
|
28.4K
$5.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.42KNew |
$456K - $541K
|
3.42K
$603K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.4KNew |
$454K - $538K
|
3.4K
$600K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
3.34K+ 28.89% |
$447K - $530K
|
14.9K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.31KNew |
$442K - $524K
|
3.31K
$584K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.29KNew |
$440K - $521K
|
3.29K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3.28KNew |
$438K - $519K
|
3.28K
$579K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.28KNew |
$438K - $519K
|
3.28K
$579K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.26K+ 120.96% |
$436K - $517K
|
5.96K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.26K+ 12.44% |
$435K - $516K
|
29.4K
$5.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.24K+ 7.64% |
$433K - $513K
|
45.7K
$8.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.23KNew |
$432K - $512K
|
3.23K
$571K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.22KNew |
$430K - $510K
|
3.22K
$569K
|