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 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.27K- 8.86% |
$395K - $426K
|
23.3K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.28K- 4.24% |
$397K - $427K
|
51.5K
$9.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.4K- 5.9% |
$417K - $449K
|
38.2K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 5.92% |
$418K - $450K
|
38.1K
$6.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.4K- 4.79% |
$419K - $451K
|
47.7K
$8.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.46K- 3.39% |
$428K - $461K
|
70.2K
$12.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.46K- 10.14% |
$429K - $462K
|
21.8K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.53K- 36.15% |
$440K - $474K
|
4.46K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.55K- 6.26% |
$444K - $478K
|
38.2K
$6.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.56K- 63.34% |
$446K - $481K
|
1.48K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.57K- 2.92% |
$448K - $482K
|
85.4K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.6K- 5.16% |
$453K - $488K
|
47.9K
$8.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.62K- 4.33% |
$456K - $491K
|
57.9K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.63K- 25.53% |
$458K - $493K
|
7.67K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.64K- 13.56% |
$460K - $496K
|
16.9K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.68K- 9.18% |
$466K - $502K
|
26.5K
$4.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.7K- 0.79% |
$471K - $507K
|
338K
$59.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.73K- 1.98% |
$475K - $512K
|
135K
$23.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.78K- 59.02% |
$484K - $521K
|
1.93K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.78K- 25.42% |
$485K - $522K
|
8.17K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.81K- 17.95% |
$490K - $527K
|
12.8K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.82K- 6.69% |
$490K - $528K
|
39.3K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.86K- 3.63% |
$497K - $536K
|
75.9K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.05K- 43.99% |
$531K - $572K
|
3.88K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-3.1K- 4.75% |
$539K - $581K
|
62.1K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.13K- 52.01% |
$545K - $587K
|
2.89K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-3.16K- 2.48% |
$551K - $593K
|
124K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3.22K- 27.79% |
$561K - $604K
|
8.36K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.38K- 6.51% |
$589K - $634K
|
48.5K
$8.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.44K- 10.86% |
$599K - $645K
|
28.2K
$4.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.51K- 2.17% |
$611K - $658K
|
158K
$27.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.53K- 23.13% |
$614K - $661K
|
11.7K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.72K- 15.3% |
$647K - $697K
|
20.6K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.79K- 74.26% |
$659K - $710K
|
1.31K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 2.57% |
$662K - $713K
|
144K
$25.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.85K- 2.59% |
$670K - $722K
|
145K
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.88K- 4.4% |
$676K - $729K
|
84.5K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.9K- 10.8% |
$680K - $732K
|
32.2K
$5.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.95K- 49.0% |
$687K - $740K
|
4.11K
$725K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.98K- 1.64% |
$693K - $746K
|
239K
$42.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4K- 16.51% |
$697K - $750K
|
20.2K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-4K- 10.81% |
$697K - $750K
|
33K
$5.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.05K- 3.52% |
$705K - $759K
|
111K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.09K- 30.2% |
$712K - $766K
|
9.44K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.11K- 20.61% |
$716K - $771K
|
15.8K
$2.79M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-4.13K- 98.57% |
$720K - $775K
|
60
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.15K- 9.63% |
$723K - $779K
|
39K
$6.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.25K- 3.99% |
$740K - $797K
|
102K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 13.45% |
$749K - $806K
|
27.6K
$4.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.35K- 2.18% |
$758K - $816K
|
195K
$34.5M
|