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 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
116+ 9.67% |
$20.2K - $21.8K
|
1.32K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
113+ 2.55% |
$19.7K - $21.2K
|
4.54K
$819K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
113+ 7.37% |
$19.7K - $21.2K
|
1.65K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111+ 2.26% |
$19.3K - $20.8K
|
5.02K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
109+ 7.03% |
$19K - $20.5K
|
1.66K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
105+ 5.9% |
$18.3K - $19.7K
|
1.89K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
104New |
$18.1K - $19.5K
|
104
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
103+ 7.94% |
$17.9K - $19.3K
|
1.4K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
96New |
$16.7K - $18K
|
96
$17.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
90+ 3.14% |
$15.7K - $16.9K
|
2.96K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
88+ 157.14% |
$15.3K - $16.5K
|
144
$26K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
88+ 1.64% |
$15.3K - $16.5K
|
5.46K
$983K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
84+ 84.0% |
$14.6K - $15.8K
|
184
$33.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 2.0% |
$14.5K - $15.6K
|
4.22K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
82+ 0.63% |
$14.3K - $15.4K
|
13.1K
$2.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
81+ 4.01% |
$14.1K - $15.2K
|
2.1K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
80+ 3.15% |
$13.9K - $15K
|
2.62K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
78+ 105.41% |
$13.6K - $14.6K
|
152
$27.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
77+ 0.07% |
$13.4K - $14.4K
|
109K
$19.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
75+ 3.56% |
$13.1K - $14.1K
|
2.18K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 7.24% |
$12.5K - $13.5K
|
1.07K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
72+ 3.95% |
$12.5K - $13.5K
|
1.9K
$342K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
70+ 4.36% |
$12.2K - $13.1K
|
1.68K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 0.59% |
$12K - $12.9K
|
11.8K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
68+ 1.13% |
$11.8K - $12.8K
|
6.11K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
65New |
$11.3K - $12.2K
|
65
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
64+ 1.52% |
$11.2K - $12K
|
4.27K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63+ 1.59% |
$11K - $11.8K
|
4.03K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
61+ 3.7% |
$10.6K - $11.4K
|
1.71K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.19% |
$10.3K - $11.1K
|
31.8K
$5.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
58+ 3.21% |
$10.1K - $10.9K
|
1.87K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
58+ 1.63% |
$10.1K - $10.9K
|
3.63K
$653K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 0.34% |
$9.76K - $10.5K
|
16.6K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
56+ 2.0% |
$9.76K - $10.5K
|
2.86K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
56+ 0.57% |
$9.76K - $10.5K
|
9.9K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
55+ 0.91% |
$9.58K - $10.3K
|
6.12K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
53New |
$9.23K - $9.94K
|
53
$9.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
53+ 0.64% |
$9.23K - $9.94K
|
8.37K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
52New |
$9.06K - $9.76K
|
52
$9.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51New |
$8.89K - $9.57K
|
51
$9.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 31.29% |
$8.89K - $9.57K
|
214
$38.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
50+ 1.82% |
$8.71K - $9.38K
|
2.8K
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 27.03% |
$8.71K - $9.38K
|
235
$42.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
48+ 1.21% |
$8.36K - $9.01K
|
4.02K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
47+ 11.03% |
$8.19K - $8.82K
|
473
$85.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
43+ 3.81% |
$7.49K - $8.07K
|
1.17K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
42+ 0.07% |
$7.32K - $7.88K
|
62.6K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42+ 1.02% |
$7.32K - $7.88K
|
4.16K
$749K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
42+ 0.29% |
$7.32K - $7.88K
|
14.4K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 2.58% |
$6.27K - $6.75K
|
1.43K
$258K
|