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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.13KNew |
$1.07M - $1.15M
|
6.13K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.05K+ 9.83% |
$1.05M - $1.13M
|
67.6K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
5.78K+ 0.98% |
$1.01M - $1.08M
|
596K
$108M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.76K+ 8.62% |
$1M - $1.08M
|
72.6K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.61K+ 29.58% |
$977K - $1.05M
|
24.6K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.56K+ 88.82% |
$968K - $1.04M
|
11.8K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.51K+ 187.58% |
$960K - $1.03M
|
8.45K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.49K+ 5.04% |
$957K - $1.03M
|
114K
$20.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
5.45K+ 18.33% |
$949K - $1.02M
|
35.2K
$6.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.43K+ 10.0% |
$946K - $1.02M
|
59.7K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5.39K+ 22.46% |
$939K - $1.01M
|
29.4K
$5.33M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
5.37K+ 33.73% |
$936K - $1.01M
|
21.3K
$3.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.32KNew |
$927K - $998K
|
5.32K
$964K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5.17K+ 7.72% |
$900K - $970K
|
72.1K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.07KNew |
$884K - $952K
|
5.07K
$919K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.06K+ 7.13% |
$882K - $950K
|
76K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
5.04K+ 4.3% |
$878K - $945K
|
122K
$22.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.02K+ 56.7% |
$875K - $942K
|
13.9K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.89KNew |
$852K - $918K
|
4.89K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$850K - $915K
|
4.88K
$884K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.88K+ 17.05% |
$850K - $915K
|
33.5K
$6.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.73K+ 14.74% |
$824K - $887K
|
36.8K
$6.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.69K+ 46.93% |
$818K - $881K
|
14.7K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.69K+ 2.69% |
$817K - $880K
|
179K
$32.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.66K+ 6.2% |
$813K - $875K
|
79.9K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
4.65K+ 199.23% |
$810K - $872K
|
6.98K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6K+ 45.23% |
$801K - $862K
|
14.8K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.58K+ 44.32% |
$797K - $858K
|
14.9K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.56K+ 500.0% |
$794K - $856K
|
5.47K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.56KNew |
$794K - $856K
|
4.56K
$826K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.46K+ 4.65% |
$776K - $836K
|
100K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.4K+ 6.93% |
$767K - $826K
|
67.9K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 0.32% |
$743K - $800K
|
1.34M
$243M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.19K+ 20.89% |
$730K - $786K
|
24.3K
$4.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.18K+ 8.0% |
$728K - $784K
|
56.4K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.18K+ 2.3% |
$727K - $783K
|
186K
$33.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.16KNew |
$725K - $781K
|
4.16K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.16K+ 27.91% |
$725K - $781K
|
19.1K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.12KNew |
$718K - $773K
|
4.12K
$747K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.11K+ 123.64% |
$715K - $770K
|
7.43K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.07K+ 170.91% |
$708K - $763K
|
6.45K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4K+ 1.53% |
$697K - $751K
|
266K
$48.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.99K+ 12.8% |
$695K - $749K
|
35.2K
$6.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.92KNew |
$683K - $735K
|
3.92K
$710K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.9K+ 34.34% |
$679K - $731K
|
15.2K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.86K+ 4.56% |
$672K - $724K
|
88.5K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.85KNew |
$670K - $722K
|
3.85K
$697K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.83K+ 45.05% |
$667K - $718K
|
12.3K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
3.81K+ 122.23% |
$663K - $714K
|
6.92K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.75K+ 149.32% |
$654K - $704K
|
6.27K
$1.14M
|