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 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-75- 0.08% |
$13.1K - $14.1K
|
89.8K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-81- 1.63% |
$14.1K - $15.2K
|
4.89K
$884K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-81- 0.65% |
$14.1K - $15.2K
|
12.3K
$2.22M
|
|
|
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
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-90- 0.05% |
$15.7K - $16.9K
|
192K
$34.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-91- 2.68% |
$15.9K - $17.1K
|
3.31K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-95- 2.79% |
$16.6K - $17.8K
|
3.31K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-99- 0.39% |
$17.2K - $18.6K
|
25K
$4.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-99- 2.9% |
$17.2K - $18.6K
|
3.32K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-99- 60.37% |
$17.2K - $18.6K
|
65
$11.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-103- 0.78% |
$17.9K - $19.3K
|
13.1K
$2.37M
|
|
|
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
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-106- 1.74% |
$18.5K - $19.9K
|
5.99K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-110- 7.74% |
$19.2K - $20.6K
|
1.31K
$237K
|
|
|
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
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-117- 2.12% |
$20.4K - $22K
|
5.4K
$976K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-121- 0.29% |
$21.1K - $22.7K
|
41K
$7.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-128- 14.75% |
$22.3K - $24K
|
740
$134K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-128- 1.49% |
$22.3K - $24K
|
8.45K
$1.53M
|
|
|
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
$3.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-130- 3.64% |
$22.6K - $24.4K
|
3.44K
$622K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-131- 3.63% |
$22.8K - $24.6K
|
3.48K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-132- 0.27% |
$23K - $24.8K
|
48.5K
$8.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-134- 7.61% |
$23.3K - $25.1K
|
1.63K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-135- 4.87% |
$23.5K - $25.3K
|
2.64K
$477K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-136- 4.73% |
$23.7K - $25.5K
|
2.74K
$495K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-136- 8.27% |
$23.7K - $25.5K
|
1.51K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-136- 64.76% |
$23.7K - $25.5K
|
74
$13.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-137- 2.71% |
$23.9K - $25.7K
|
4.91K
$888K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-137- 8.58% |
$23.9K - $25.7K
|
1.46K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-138- 0.5% |
$24K - $25.9K
|
27.4K
$4.96M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-142- 3.28% |
$24.7K - $26.6K
|
4.18K
$756K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-144- 3.34% |
$25.1K - $27K
|
4.16K
$753K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 11.4% |
$26.1K - $28.1K
|
1.17K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-150- 10.14% |
$26.1K - $28.1K
|
1.33K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-156- 1.02% |
$27.2K - $29.3K
|
15.1K
$2.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-157- 2.83% |
$27.4K - $29.5K
|
5.39K
$974K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-158- 10.25% |
$27.5K - $29.6K
|
1.38K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 3.61% |
$27.9K - $30K
|
4.27K
$771K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-167- 2.37% |
$29.1K - $31.3K
|
6.87K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-168- 6.6% |
$29.3K - $31.5K
|
2.38K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 6.25% |
$29.4K - $31.7K
|
2.54K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-172- 0.66% |
$30K - $32.3K
|
25.7K
$4.65M
|