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 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-332- 5.84% |
$57.8K - $62.3K
|
5.35K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-332- 3.51% |
$57.8K - $62.3K
|
9.12K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-335- 9.59% |
$58.4K - $62.9K
|
3.16K
$557K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-345- 8.42% |
$60.1K - $64.7K
|
3.75K
$662K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-351- 0.69% |
$61.2K - $65.9K
|
50.8K
$8.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-354- 8.9% |
$61.7K - $66.4K
|
3.62K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-358- 1.25% |
$62.4K - $67.2K
|
28.3K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-360- 13.41% |
$62.7K - $67.5K
|
2.32K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-360- 2.01% |
$62.7K - $67.5K
|
17.5K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-369- 12.78% |
$64.3K - $69.2K
|
2.52K
$445K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-375- 10.74% |
$65.3K - $70.4K
|
3.12K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-378- 6.1% |
$65.9K - $70.9K
|
5.82K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-390- 18.53% |
$67.9K - $73.2K
|
1.72K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-394- 8.85% |
$68.6K - $73.9K
|
4.06K
$716K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-407- 3.93% |
$70.9K - $76.4K
|
9.94K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-410- 3.33% |
$71.4K - $76.9K
|
11.9K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-424- 1.47% |
$73.9K - $79.6K
|
28.4K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-425- 12.25% |
$74K - $79.7K
|
3.04K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-434- 1.08% |
$75.6K - $81.4K
|
39.6K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-446- 1.88% |
$77.7K - $83.7K
|
23.3K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-450- 8.44% |
$78.4K - $84.4K
|
4.88K
$862K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-451- 73.93% |
$78.6K - $84.6K
|
159
$28.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-451- 5.71% |
$78.6K - $84.6K
|
7.45K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-454- 0.21% |
$79.1K - $85.2K
|
216K
$38M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-459- 34.64% |
$80K - $86.1K
|
866
$153K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-465- 51.04% |
$81K - $87.2K
|
446
$78.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-476- 2.49% |
$82.9K - $89.3K
|
18.6K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-482- 3.97% |
$84K - $90.4K
|
11.7K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-484- 3.46% |
$84.3K - $90.8K
|
13.5K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-493- 13.04% |
$85.9K - $92.5K
|
3.29K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-497- 2.73% |
$86.6K - $93.2K
|
17.7K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-499- 3.31% |
$86.9K - $93.6K
|
14.6K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-501- 9.98% |
$87.3K - $94K
|
4.52K
$798K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-511- 29.71% |
$89K - $95.9K
|
1.21K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-512- 5.8% |
$89.2K - $96.1K
|
8.32K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-513- 2.3% |
$89.4K - $96.2K
|
21.8K
$3.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-522- 27.19% |
$90.9K - $97.9K
|
1.4K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-530- 26.93% |
$92.3K - $99.4K
|
1.44K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-533- 2.48% |
$92.9K - $100K
|
21K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-539- 15.26% |
$93.9K - $101K
|
2.99K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-555- 4.12% |
$96.7K - $104K
|
12.9K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-555- 1.87% |
$96.7K - $104K
|
29.1K
$5.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-577- 18.92% |
$101K - $108K
|
2.47K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-577- 16.75% |
$101K - $108K
|
2.87K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-578- 37.85% |
$101K - $108K
|
949
$168K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-579- 0.96% |
$101K - $109K
|
59.9K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-599- 7.35% |
$104K - $112K
|
7.56K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-613- 19.36% |
$107K - $115K
|
2.55K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-613- 2.83% |
$107K - $115K
|
21.1K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-617- 9.42% |
$107K - $116K
|
5.94K
$1.05M
|