Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-123- 3.77% |
$19.6K - $20.7K
|
3.14K
$556K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-125- 9.04% |
$19.9K - $21K
|
1.26K
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-131- 4.47% |
$20.9K - $22.1K
|
2.8K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-134- 10.15% |
$21.3K - $22.6K
|
1.19K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-136- 1.34% |
$21.7K - $22.9K
|
9.99K
$1.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-136- 1.42% |
$21.7K - $22.9K
|
9.43K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-136- 2.47% |
$21.7K - $22.9K
|
5.37K
$952K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-136- 0.35% |
$21.7K - $22.9K
|
39K
$6.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-138- 61.88% |
$22K - $23.2K
|
85
$15.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-138- 0.92% |
$22K - $23.2K
|
14.9K
$2.65M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-139- 2.79% |
$22.1K - $23.4K
|
4.85K
$859K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-140- 0.83% |
$22.3K - $23.6K
|
16.8K
$2.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-142- 6.02% |
$22.6K - $23.9K
|
2.22K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-143- 4.65% |
$22.8K - $24.1K
|
2.93K
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-145- 0.14% |
$23.1K - $24.4K
|
102K
$18M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-147- 1.71% |
$23.4K - $24.8K
|
8.45K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-147- 0.44% |
$23.4K - $24.8K
|
33.6K
$5.96M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-150- 68.18% |
$23.9K - $25.3K
|
70
$12.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 6.62% |
$23.9K - $25.3K
|
2.12K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-151- 0.54% |
$24K - $25.4K
|
28K
$4.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-154- 1.66% |
$24.5K - $25.9K
|
9.12K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-157- 3.87% |
$25K - $26.4K
|
3.9K
$691K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-157- 2.63% |
$25K - $26.4K
|
5.82K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-159- 7.57% |
$25.3K - $26.8K
|
1.94K
$344K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-166- 1.41% |
$26.4K - $27.9K
|
11.6K
$2.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-166- 10.89% |
$26.4K - $27.9K
|
1.36K
$241K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-167- 0.79% |
$26.6K - $28.1K
|
21K
$3.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-167- 0.33% |
$26.6K - $28.1K
|
50.1K
$8.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-168- 10.43% |
$26.7K - $28.3K
|
1.44K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-171- 5.29% |
$27.2K - $28.8K
|
3.06K
$542K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-173- 2.95% |
$27.5K - $29.1K
|
5.69K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-174- 4.39% |
$27.7K - $29.3K
|
3.79K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-175- 10.0% |
$27.9K - $29.5K
|
1.58K
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-177- 2.22% |
$28.2K - $29.8K
|
7.8K
$1.38M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-181- 8.23% |
$28.8K - $30.5K
|
2.02K
$358K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-182- 2.52% |
$29K - $30.6K
|
7.04K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-183- 4.81% |
$29.1K - $30.8K
|
3.62K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-187- 0.57% |
$29.8K - $31.5K
|
32.6K
$5.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-189- 5.36% |
$30.1K - $31.8K
|
3.34K
$592K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-189- 10.48% |
$30.1K - $31.8K
|
1.62K
$286K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-190- 0.72% |
$30.2K - $32K
|
26.2K
$4.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 13.19% |
$31.8K - $33.7K
|
1.32K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 1.43% |
$31.8K - $33.7K
|
13.8K
$2.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-200- 13.65% |
$31.8K - $33.7K
|
1.27K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-204- 2.88% |
$32.5K - $34.3K
|
6.89K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-205- 5.15% |
$32.6K - $34.5K
|
3.77K
$668K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-215- 13.13% |
$34.2K - $36.2K
|
1.42K
$252K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-216- 1.53% |
$34.4K - $36.4K
|
13.9K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-216- 6.22% |
$34.4K - $36.4K
|
3.25K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-229- 3.72% |
$36.5K - $38.6K
|
5.93K
$1.05M
|