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 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
75+ 3.56% |
$13.1K - $14.1K
|
2.18K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
72+ 3.95% |
$12.5K - $13.5K
|
1.9K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 7.24% |
$12.5K - $13.5K
|
1.07K
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 0.59% |
$12K - $12.9K
|
11.8K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
64+ 1.52% |
$11.2K - $12K
|
4.27K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63+ 1.59% |
$11K - $11.8K
|
4.03K
$731K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
61+ 3.7% |
$10.6K - $11.4K
|
1.71K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.19% |
$10.3K - $11.1K
|
31.8K
$5.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
58+ 1.63% |
$10.1K - $10.9K
|
3.63K
$657K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
58+ 3.21% |
$10.1K - $10.9K
|
1.87K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 0.34% |
$9.76K - $10.5K
|
16.6K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
55+ 0.91% |
$9.58K - $10.3K
|
6.12K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
53New |
$9.23K - $9.94K
|
53
$9.61K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
52New |
$9.06K - $9.76K
|
52
$9.42K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 31.29% |
$8.89K - $9.57K
|
214
$38.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
50+ 1.82% |
$8.71K - $9.38K
|
2.8K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 27.03% |
$8.71K - $9.38K
|
235
$42.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
47+ 11.03% |
$8.19K - $8.82K
|
473
$85.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
43+ 3.81% |
$7.49K - $8.07K
|
1.17K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
42+ 0.29% |
$7.32K - $7.88K
|
14.4K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
42+ 0.07% |
$7.32K - $7.88K
|
62.6K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 2.58% |
$6.27K - $6.75K
|
1.43K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
36+ 0.03% |
$6.27K - $6.75K
|
106K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34+ 1.04% |
$5.92K - $6.38K
|
3.29K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 0.22% |
$5.75K - $6.19K
|
15.1K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$5.58K - $6K
|
32
$5.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
32+ 1.08% |
$5.58K - $6K
|
3K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
31+ 1.71% |
$5.4K - $5.82K
|
1.84K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30+ 0.48% |
$5.23K - $5.63K
|
6.28K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
28+ 2.87% |
$4.88K - $5.25K
|
1K
$182K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25+ 0.11% |
$4.36K - $4.69K
|
23.2K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
24+ 1.28% |
$4.18K - $4.5K
|
1.89K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22+ 1.57% |
$3.83K - $4.13K
|
1.42K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
21+ 0.8% |
$3.66K - $3.94K
|
2.65K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
21New |
$3.66K - $3.94K
|
21
$3.81K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
21New |
$3.66K - $3.94K
|
21
$3.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
20+ 0.37% |
$3.48K - $3.75K
|
5.43K
$983K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 0.34% |
$3.48K - $3.75K
|
5.84K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
19New |
$3.31K - $3.56K
|
19
$3.44K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
18+ 0.29% |
$3.14K - $3.38K
|
6.32K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16+ 3.36% |
$2.79K - $3K
|
492
$89.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
15+ 0.64% |
$2.61K - $2.81K
|
2.36K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14+ 0.26% |
$2.44K - $2.63K
|
5.42K
$983K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14+ 0.29% |
$2.44K - $2.63K
|
4.88K
$885K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
13+ 0.12% |
$2.26K - $2.44K
|
10.5K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12+ 0.94% |
$2.09K - $2.25K
|
1.28K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.34% |
$2.09K - $2.25K
|
3.53K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
12+ 0.34% |
$2.09K - $2.25K
|
3.58K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
11+ 550.0% |
$1.92K - $2.06K
|
13
$2.36K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.35% |
$1.74K - $1.88K
|
2.9K
$526K
|