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
|
Apexium Financial, LP
|
BUY
|
- |
2.21K+ 14.79% |
$385K - $415K
|
17.1K
$3.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.18K+ 36.24% |
$379K - $408K
|
8.18K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.17KNew |
$378K - $407K
|
2.17K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.16K+ 3.41% |
$377K - $406K
|
65.6K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.15KNew |
$374K - $403K
|
2.15K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
2.12K+ 4.34% |
$370K - $398K
|
51K
$9.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.08K+ 37.69% |
$362K - $390K
|
7.59K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.07K+ 19.66% |
$361K - $389K
|
12.6K
$2.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.04K+ 16.33% |
$355K - $383K
|
14.5K
$2.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.03K+ 283.5% |
$353K - $380K
|
2.74K
$497K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2K+ 1.4% |
$349K - $375K
|
145K
$26.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2KNew |
$348K - $375K
|
2K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.98KNew |
$344K - $371K
|
1.98K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.95KNew |
$340K - $367K
|
1.95K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.94K+ 2.32% |
$338K - $364K
|
85.5K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.93K+ 21.21% |
$336K - $362K
|
11K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.9K+ 1.3% |
$331K - $357K
|
148K
$26.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.88KNew |
$327K - $352K
|
1.88K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 1.77% |
$315K - $339K
|
104K
$18.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.81K+ 9.35% |
$315K - $339K
|
21.1K
$3.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 28.21% |
$315K - $339K
|
8.21K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.79K+ 6.77% |
$312K - $336K
|
28.2K
$5.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.73K+ 33.22% |
$301K - $324K
|
6.93K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 4.39% |
$298K - $321K
|
40.7K
$7.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.69K+ 9.04% |
$295K - $318K
|
20.4K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$295K - $318K
|
1.69K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.68KNew |
$292K - $314K
|
1.68K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.61KNew |
$281K - $303K
|
1.61K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.61K+ 2.58% |
$280K - $302K
|
64K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1.61KNew |
$280K - $302K
|
1.61K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.59K+ 0.35% |
$277K - $298K
|
459K
$83.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.59KNew |
$277K - $298K
|
1.59K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.56K+ 1020.92% |
$272K - $293K
|
1.72K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$272K - $293K
|
1.56K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.55KNew |
$269K - $290K
|
1.55K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.53K+ 9.47% |
$266K - $287K
|
17.7K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.52K+ 2.09% |
$265K - $285K
|
74.1K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 5.85% |
$260K - $280K
|
27K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.49K+ 14.51% |
$259K - $279K
|
11.7K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 29.57% |
$259K - $278K
|
6.5K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.45KNew |
$252K - $271K
|
1.45K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.44KNew |
$251K - $270K
|
1.44K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.43K+ 6.04% |
$250K - $269K
|
25.2K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$259K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.43KNew |
$249K - $268K
|
1.43K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.42K+ 2.88% |
$247K - $266K
|
50.6K
$9.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.4K+ 3.16% |
$244K - $263K
|
45.8K
$8.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$243K - $262K
|
1.39K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.39K+ 50.56% |
$243K - $262K
|
4.15K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.38K+ 2.05% |
$240K - $258K
|
68.6K
$12.4M
|