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 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.37K+ 1.43% |
$239K - $258K
|
97.6K
$17.7M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.34K+ 13.75% |
$233K - $251K
|
11.1K
$2.01M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.31K+ 10.53% |
$228K - $246K
|
13.8K
$2.49M
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.3K+ 2.61% |
$227K - $244K
|
51.2K
$9.27M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.28KNew |
$223K - $240K
|
1.28K
$232K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 2.02% |
$223K - $240K
|
64.7K
$11.7M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 47.45% |
$222K - $239K
|
3.96K
$718K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.27KNew |
$221K - $238K
|
1.27K
$230K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.26K+ 22.26% |
$220K - $237K
|
6.93K
$1.26M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.26K+ 4.4% |
$219K - $236K
|
29.8K
$5.4M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$215K - $232K
|
1.24K
$224K
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.23K+ 56.83% |
$214K - $230K
|
3.39K
$614K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.22KNew |
$212K - $229K
|
1.22K
$221K
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.2KNew |
$209K - $225K
|
1.2K
$217K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.18K+ 2.11% |
$205K - $221K
|
56.9K
$10.3M
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.18KNew |
$205K - $220K
|
1.18K
$213K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$204K - $220K
|
1.17K
$212K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.17K+ 7766.67% |
$203K - $219K
|
1.18K
$214K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 2.85% |
$195K - $210K
|
40.4K
$7.32M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.1K+ 3.1% |
$192K - $207K
|
36.7K
$6.65M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.1K+ 3.78% |
$191K - $206K
|
30.1K
$5.45M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.09K+ 0.87% |
$189K - $204K
|
127K
$22.9M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.08K+ 3.41% |
$189K - $203K
|
32.9K
$5.96M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 10.96% |
$185K - $199K
|
10.7K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 13.51% |
$182K - $196K
|
8.79K
$1.59M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.04K+ 7.32% |
$181K - $195K
|
15.3K
$2.77M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 2.03% |
$180K - $194K
|
52.1K
$9.44M
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.03K+ 41.15% |
$180K - $194K
|
3.55K
$643K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
982+ 32.4% |
$171K - $184K
|
4.01K
$727K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
956+ 12.7% |
$167K - $179K
|
8.48K
$1.54M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
897+ 12.87% |
$156K - $168K
|
7.87K
$1.43M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
887+ 41.28% |
$155K - $166K
|
3.04K
$550K
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
885+ 1.37% |
$154K - $166K
|
65.3K
$11.8M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
882+ 3.22% |
$154K - $165K
|
28.3K
$5.13M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
875+ 11.29% |
$152K - $164K
|
8.62K
$1.56M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
808+ 4.86% |
$141K - $152K
|
17.4K
$3.16M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
805+ 2.51% |
$140K - $151K
|
32.8K
$5.95M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
797+ 1.96% |
$139K - $150K
|
41.5K
$7.53M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
770+ 9.04% |
$134K - $144K
|
9.29K
$1.68M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
750+ 27.17% |
$131K - $141K
|
3.51K
$636K
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
750+ 41.67% |
$131K - $141K
|
2.55K
$462K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
744+ 49.57% |
$130K - $140K
|
2.25K
$407K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
743+ 12.68% |
$129K - $139K
|
6.6K
$1.2M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
732+ 24.78% |
$128K - $137K
|
3.69K
$668K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
727New |
$127K - $136K
|
727
$132K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
715+ 45.8% |
$125K - $134K
|
2.28K
$413K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
693+ 35.14% |
$121K - $130K
|
2.67K
$483K
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
693+ 24.31% |
$121K - $130K
|
3.54K
$642K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
680+ 31.94% |
$118K - $128K
|
2.81K
$509K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
653+ 7.07% |
$114K - $123K
|
9.89K
$1.79M
|