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 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.46K- 25.85% |
$776K - $836K
|
12.8K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.82K- 2.95% |
$840K - $904K
|
158K
$28.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.01K- 10.86% |
$872K - $940K
|
41.1K
$7.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-5.02K- 77.56% |
$875K - $942K
|
1.45K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-5.25K- 3.95% |
$914K - $984K
|
128K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.83K- 22.78% |
$1.02M - $1.09M
|
19.8K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.67K- 13.95% |
$1.16M - $1.25M
|
41.1K
$7.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-7.4K- 25.04% |
$1.29M - $1.39M
|
22.2K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.34K- 1.89% |
$1.45M - $1.56M
|
432K
$77.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.45K- 25.63% |
$1.47M - $1.59M
|
24.5K
$4.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.69K- 2.89% |
$1.51M - $1.63M
|
292K
$52.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-8.91K- 22.93% |
$1.55M - $1.67M
|
29.9K
$5.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.22K- 5.73% |
$1.61M - $1.73M
|
152K
$27.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.77K- 59.28% |
$1.7M - $1.83M
|
6.71K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-10.9K- 40.51% |
$1.9M - $2.05M
|
16K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.2K- 81.03% |
$1.95M - $2.1M
|
2.62K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-11.3K- 71.5% |
$1.97M - $2.12M
|
4.51K
$811K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-11.8K- 8.09% |
$2.06M - $2.22M
|
134K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-12.2K- 3.54% |
$2.13M - $2.29M
|
333K
$59.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.5K- 7.04% |
$2.17M - $2.34M
|
165K
$29.6M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 56.49% |
$2.19M - $2.36M
|
9.67K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.7K- 59.73% |
$2.22M - $2.39M
|
8.57K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-13.1K- 24.17% |
$2.28M - $2.46M
|
41.1K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-13.8K- 33.23% |
$2.4M - $2.59M
|
27.7K
$4.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.9K- 25.07% |
$2.42M - $2.61M
|
41.6K
$7.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.4K- 5.05% |
$2.51M - $2.7M
|
271K
$48.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.9% |
$2.53M - $2.72M
|
14
$2.52K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-15.6K- 67.95% |
$2.72M - $2.93M
|
7.37K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 13.11% |
$3M - $3.23M
|
114K
$20.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-17.3K- 7.28% |
$3.01M - $3.24M
|
220K
$39.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.4K- 25.11% |
$3.03M - $3.26M
|
51.9K
$9.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.4K- 26.44% |
$3.04M - $3.27M
|
48.5K
$8.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-17.5K- 33.93% |
$3.05M - $3.29M
|
34.1K
$6.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.6K- 34.28% |
$3.06M - $3.3M
|
33.7K
$6.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-19.5K- 29.07% |
$3.4M - $3.66M
|
47.6K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.8K- 51.5% |
$3.44M - $3.71M
|
18.6K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-20.1K- 11.17% |
$3.5M - $3.77M
|
160K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-21.4K- 66.96% |
$3.72M - $4.01M
|
10.5K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-21.8K- 2.26% |
$3.8M - $4.09M
|
944K
$170M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.4K- 3.61% |
$4.08M - $4.39M
|
625K
$112M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-26.2K- 94.67% |
$4.57M - $4.92M
|
1.48K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-30.1K- 15.22% |
$5.25M - $5.66M
|
168K
$30.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30.2K- 56.59% |
$5.26M - $5.66M
|
23.2K
$4.16M
|
|
|
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
$5.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-34.5K- 13.51% |
$6.02M - $6.48M
|
221K
$39.7M
|
|
|
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
$38.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-38.1K- 66.54% |
$6.64M - $7.15M
|
19.2K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-42.6K- 44.39% |
$7.41M - $7.98M
|
53.3K
$9.58M
|