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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-17.3K- 7.28% |
$3.01M - $3.24M
|
220K
$39.7M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.4K- 25.11% |
$3.03M - $3.26M
|
51.9K
$9.35M
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.4K- 26.44% |
$3.04M - $3.27M
|
48.5K
$8.74M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-17.5K- 33.93% |
$3.05M - $3.29M
|
34.1K
$6.15M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.6K- 34.28% |
$3.06M - $3.3M
|
33.7K
$6.07M
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-19.5K- 29.07% |
$3.4M - $3.66M
|
47.6K
$8.57M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.4K- 3.61% |
$4.08M - $4.39M
|
625K
$113M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-26.2K- 94.67% |
$4.57M - $4.92M
|
1.48K
$266K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30.2K- 56.59% |
$5.26M - $5.66M
|
23.2K
$4.17M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-30.7K- 22.01% |
$5.35M - $5.76M
|
109K
$19.6M
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-32.6K- 51.17% |
$5.69M - $6.13M
|
31.2K
$5.61M
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-34.5K- 13.51% |
$6.02M - $6.48M
|
221K
$39.8M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35.2K- 5.1% |
$6.13M - $6.6M
|
656K
$118M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.5K- 14.95% |
$6.53M - $7.03M
|
213K
$38.4M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-38.1K- 66.54% |
$6.64M - $7.15M
|
19.2K
$3.45M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-42.6K- 44.39% |
$7.41M - $7.98M
|
53.3K
$9.61M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-45K- 23.2% |
$7.84M - $8.44M
|
149K
$26.8M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-52.8K- 34.19% |
$9.19M - $9.9M
|
102K
$18.3M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55.2K- 12.19% |
$9.61M - $10.4M
|
397K
$71.6M
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-64.9K- 15.94% |
$11.3M - $12.2M
|
342K
$61.7M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-72.5K- 9.4% |
$12.6M - $13.6M
|
698K
$126M
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-81.5K- 34.07% |
$14.2M - $15.3M
|
158K
$28.4M
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-91.5K- 76.95% |
$15.9M - $17.2M
|
27.4K
$4.94M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 10.4% |
$20.3M - $21.8M
|
1M
$181M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-245K- 89.73% |
$42.8M - $46.1M
|
28.1K
$5.06M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-618K- 11.93% |
$108M - $116M
|
4.57M
$823M
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-733K- 81.91% |
$128M - $138M
|
162K
$29.2M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.42M- 99.13% |
$1.47B - $1.58B
|
73.9K
$13.3M
|