Purchases and Sales Made in Q4 2024 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 2024. 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 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-24- 0.18% |
$4.18K - $4.5K
|
13.1K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.03% |
$4.36K - $4.69K
|
84.9K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-27- 0.39% |
$4.7K - $5.07K
|
6.85K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-29- 32.58% |
$5.05K - $5.44K
|
60
$10.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.22% |
$5.23K - $5.63K
|
13.4K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-35- 0.54% |
$6.1K - $6.57K
|
6.48K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-36- 2.28% |
$6.27K - $6.75K
|
1.54K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-40- 2.38% |
$6.97K - $7.5K
|
1.64K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.19% |
$6.97K - $7.5K
|
21.3K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-44- 2.9% |
$7.67K - $8.26K
|
1.47K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-44- 0.97% |
$7.67K - $8.26K
|
4.49K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-45- 3.27% |
$7.84K - $8.44K
|
1.33K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-46- 2.5% |
$8.01K - $8.63K
|
1.8K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46- 0.64% |
$8.01K - $8.63K
|
7.15K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-50- 3.89% |
$8.71K - $9.38K
|
1.24K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-50- 0.51% |
$8.71K - $9.38K
|
9.72K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 4.11% |
$9.58K - $10.3K
|
1.28K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-68- 0.77% |
$11.8K - $12.8K
|
8.82K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-69- 3.41% |
$12K - $12.9K
|
1.95K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-70- 2.04% |
$12.2K - $13.1K
|
3.36K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-75- 0.08% |
$13.1K - $14.1K
|
89.8K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-83- 50.0% |
$14.5K - $15.6K
|
83
$15K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-87- 0.98% |
$15.2K - $16.3K
|
8.78K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-88- 0.93% |
$15.3K - $16.5K
|
9.39K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-90- 5.42% |
$15.7K - $16.9K
|
1.57K
$285K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-91- 2.68% |
$15.9K - $17.1K
|
3.31K
$599K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-95- 2.79% |
$16.6K - $17.8K
|
3.31K
$599K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-99- 0.39% |
$17.2K - $18.6K
|
25K
$4.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-103- 0.78% |
$17.9K - $19.3K
|
13.1K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-104- 1.08% |
$18.1K - $19.5K
|
9.5K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-105- 1.16% |
$18.3K - $19.7K
|
8.94K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-105- 3.18% |
$18.3K - $19.7K
|
3.19K
$579K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-106- 1.74% |
$18.5K - $19.9K
|
5.99K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-110- 7.74% |
$19.2K - $20.6K
|
1.31K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-113- 1.42% |
$19.7K - $21.2K
|
7.86K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-115- 0.98% |
$20K - $21.6K
|
11.6K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-128- 14.75% |
$22.3K - $24K
|
740
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-129- 1.89% |
$22.5K - $24.2K
|
6.69K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-129- 0.68% |
$22.5K - $24.2K
|
18.8K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-130- 3.64% |
$22.6K - $24.4K
|
3.44K
$624K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-132- 0.27% |
$23K - $24.8K
|
48.5K
$8.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-135- 4.87% |
$23.5K - $25.3K
|
2.64K
$478K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-136- 4.73% |
$23.7K - $25.5K
|
2.74K
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-137- 8.58% |
$23.9K - $25.7K
|
1.46K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-137- 2.71% |
$23.9K - $25.7K
|
4.91K
$890K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-142- 3.28% |
$24.7K - $26.6K
|
4.18K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-144- 3.34% |
$25.1K - $27K
|
4.16K
$755K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 11.4% |
$26.1K - $28.1K
|
1.17K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-157- 2.83% |
$27.4K - $29.5K
|
5.39K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 3.61% |
$27.9K - $30K
|
4.27K
$774K
|