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
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.17K+ 75.25% |
$423K - $502K
|
7.38K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3.16K+ 2.46% |
$422K - $500K
|
131K
$23.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.16K+ 1678.72% |
$422K - $500K
|
3.34K
$597K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.15KNew |
$421K - $499K
|
3.15K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.15KNew |
$421K - $499K
|
3.15K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.13K+ 73.27% |
$419K - $496K
|
7.41K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
3.1KNew |
$415K - $491K
|
3.1K
$554K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.1K+ 6.82% |
$414K - $491K
|
48.6K
$8.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.1KNew |
$414K - $491K
|
3.1K
$553K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
3.08K+ 31.44% |
$411K - $488K
|
12.9K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.05KNew |
$407K - $482K
|
3.05K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.04K+ 10.48% |
$407K - $482K
|
32.1K
$5.73M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.04KNew |
$406K - $481K
|
3.04K
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.01K+ 135.42% |
$402K - $477K
|
5.23K
$934K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.01K+ 17.33% |
$402K - $476K
|
20.4K
$3.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3K+ 5882.35% |
$401K - $475K
|
3.05K
$545K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3K+ 22.56% |
$401K - $475K
|
16.3K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.99KNew |
$400K - $474K
|
2.99K
$534K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.96KNew |
$395K - $469K
|
2.96K
$528K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.93KNew |
$392K - $464K
|
2.93K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.9KNew |
$387K - $459K
|
2.9K
$517K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$385K - $457K
|
2.88K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$374K - $443K
|
2.8K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.76KNew |
$369K - $437K
|
2.76K
$493K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.75K+ 4.8% |
$368K - $436K
|
60.1K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.7K+ 5.86% |
$361K - $428K
|
48.8K
$8.72M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.68KNew |
$358K - $424K
|
2.68K
$478K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.67K+ 51.23% |
$357K - $424K
|
7.89K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
2.65K+ 5.45% |
$354K - $420K
|
51.3K
$9.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.64K+ 83.53% |
$353K - $419K
|
5.81K
$1.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.64K+ 5.21% |
$352K - $418K
|
53.2K
$9.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.61K+ 43.56% |
$349K - $413K
|
8.6K
$1.54M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.58KNew |
$345K - $409K
|
2.58K
$461K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.52K+ 40.76% |
$337K - $400K
|
8.71K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.52K+ 5.87% |
$337K - $399K
|
45.4K
$8.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.5K+ 45.05% |
$334K - $395K
|
8.04K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 3.24% |
$333K - $395K
|
79.4K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.49K+ 5.99% |
$333K - $395K
|
44.1K
$7.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.47KNew |
$329K - $390K
|
2.47K
$440K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 51.88% |
$328K - $389K
|
7.18K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.45K+ 163.27% |
$327K - $388K
|
3.95K
$705K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.44K+ 0.39% |
$325K - $386K
|
633K
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.42KNew |
$323K - $383K
|
2.42K
$432K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
2.38K+ 117.27% |
$319K - $378K
|
4.42K
$789K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.38K+ 9.77% |
$318K - $377K
|
26.7K
$4.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.37KNew |
$317K - $376K
|
2.37K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.36K+ 4.8% |
$316K - $374K
|
51.6K
$9.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.36KNew |
$315K - $373K
|
2.36K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.35KNew |
$314K - $372K
|
2.35K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.33K+ 8.2% |
$312K - $370K
|
30.8K
$5.5M
|