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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-451- 73.93% |
$78.6K - $84.6K
|
159
$28.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-465- 51.04% |
$81K - $87.2K
|
446
$80.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-476- 2.49% |
$82.9K - $89.3K
|
18.6K
$3.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-482- 3.97% |
$84K - $90.4K
|
11.7K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-484- 3.46% |
$84.3K - $90.8K
|
13.5K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-497- 2.73% |
$86.6K - $93.2K
|
17.7K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-501- 9.98% |
$87.3K - $94K
|
4.52K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-513- 2.3% |
$89.4K - $96.2K
|
21.8K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-522- 27.19% |
$90.9K - $97.9K
|
1.4K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-530- 26.93% |
$92.3K - $99.4K
|
1.44K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-533- 2.48% |
$92.9K - $100K
|
21K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-539- 15.26% |
$93.9K - $101K
|
2.99K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-555- 4.12% |
$96.7K - $104K
|
12.9K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-613- 19.36% |
$107K - $115K
|
2.55K
$463K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-622- 2.67% |
$108K - $117K
|
22.7K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-625- 4.29% |
$109K - $117K
|
14K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-626- 3.16% |
$109K - $117K
|
19.2K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-636- 0.31% |
$111K - $119K
|
203K
$36.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-640- 12.19% |
$112K - $120K
|
4.61K
$836K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-643- 5.33% |
$112K - $121K
|
11.4K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-644- 11.96% |
$112K - $121K
|
4.74K
$859K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-690- 4.49% |
$120K - $129K
|
14.7K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-698- 2.25% |
$122K - $131K
|
30.3K
$5.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-773- 9.4% |
$135K - $145K
|
7.45K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-804- 3.72% |
$140K - $151K
|
20.8K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-804- 2.61% |
$140K - $151K
|
30K
$5.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-814- 16.75% |
$142K - $153K
|
4.05K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-844- 15.43% |
$147K - $158K
|
4.63K
$839K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-851- 35.08% |
$148K - $160K
|
1.58K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-854- 1.79% |
$149K - $160K
|
46.9K
$8.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-865- 2.94% |
$151K - $162K
|
28.6K
$5.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-896- 4.17% |
$156K - $168K
|
20.6K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-924- 4.06% |
$161K - $173K
|
21.9K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-979- 2.29% |
$171K - $184K
|
41.7K
$7.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-987- 1.25% |
$172K - $185K
|
78K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.02K- 4.49% |
$177K - $191K
|
21.6K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.04K- 4.66% |
$182K - $196K
|
21.3K
$3.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 16.33% |
$187K - $202K
|
5.51K
$999K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.08K- 2.04% |
$188K - $202K
|
51.6K
$9.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.08K- 8.02% |
$188K - $203K
|
12.4K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 7.33% |
$190K - $205K
|
13.8K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.14K- 2.98% |
$198K - $214K
|
37.1K
$6.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.14K- 2.07% |
$199K - $214K
|
53.9K
$9.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.15K- 4.76% |
$200K - $215K
|
23K
$4.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 41.87% |
$205K - $220K
|
1.63K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 4.7% |
$232K - $250K
|
27K
$4.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.34K- 20.77% |
$233K - $251K
|
5.1K
$924K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.44K- 24.11% |
$250K - $269K
|
4.52K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.45K- 1.22% |
$252K - $272K
|
117K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.47K- 1.54% |
$257K - $277K
|
94.3K
$17.1M
|