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 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
7.48K+ 142.53% |
$1.3M - $1.4M
|
12.7K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.39K+ 1.3% |
$1.29M - $1.39M
|
576K
$104M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
7.3K+ 12166.67% |
$1.27M - $1.37M
|
7.36K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
7.23KNew |
$1.26M - $1.36M
|
7.23K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.13K+ 2.86% |
$1.24M - $1.34M
|
257K
$46.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.93KNew |
$1.21M - $1.3M
|
6.93K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.91K+ 65.92% |
$1.2M - $1.3M
|
17.4K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6.84KNew |
$1.19M - $1.28M
|
6.84K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6.83K+ 151.76% |
$1.19M - $1.28M
|
11.3K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.75K+ 59.96% |
$1.18M - $1.27M
|
18K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.72K+ 9.92% |
$1.17M - $1.26M
|
74.5K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
6.7K+ 64.04% |
$1.17M - $1.26M
|
17.2K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.6KNew |
$1.15M - $1.24M
|
6.6K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
6.4K+ 8.04% |
$1.12M - $1.2M
|
86.1K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.24K+ 5.06% |
$1.09M - $1.17M
|
130K
$23.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
6.17KNew |
$1.07M - $1.16M
|
6.17K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
6.15KNew |
$1.07M - $1.15M
|
6.15K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.13KNew |
$1.07M - $1.15M
|
6.13K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.1KNew |
$1.06M - $1.14M
|
6.1K
$1.1M
|
|
|
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
$107M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.76K+ 8.62% |
$1M - $1.08M
|
72.6K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.65KNew |
$983K - $1.06M
|
5.65K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.61K+ 29.58% |
$977K - $1.05M
|
24.6K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.56K+ 88.82% |
$968K - $1.04M
|
11.8K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.52K+ 6.6% |
$962K - $1.04M
|
89.2K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.51K+ 187.58% |
$960K - $1.03M
|
8.45K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.49K+ 5.04% |
$957K - $1.03M
|
114K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
5.45K+ 18.33% |
$949K - $1.02M
|
35.2K
$6.34M
|
|
|
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
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
5.37K+ 33.73% |
$936K - $1.01M
|
21.3K
$3.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.32KNew |
$927K - $998K
|
5.32K
$959K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.3K+ 19.3% |
$923K - $994K
|
32.7K
$5.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5.17K+ 7.72% |
$900K - $970K
|
72.1K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.07KNew |
$884K - $952K
|
5.07K
$914K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.06K+ 7.13% |
$882K - $950K
|
76K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
5.04K+ 4.3% |
$878K - $945K
|
122K
$22M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.02K+ 56.7% |
$875K - $942K
|
13.9K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.89KNew |
$852K - $918K
|
4.89K
$881K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$850K - $915K
|
4.88K
$879K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.88K+ 17.05% |
$850K - $915K
|
33.5K
$6.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.73K+ 14.74% |
$824K - $887K
|
36.8K
$6.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.69K+ 46.93% |
$818K - $881K
|
14.7K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.69K+ 2.69% |
$817K - $880K
|
179K
$32.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.66K+ 6.2% |
$813K - $875K
|
79.9K
$14.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
4.65K+ 199.23% |
$810K - $872K
|
6.98K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6K+ 45.23% |
$801K - $862K
|
14.8K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.58K+ 44.32% |
$797K - $858K
|
14.9K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.56KNew |
$794K - $856K
|
4.56K
$822K
|