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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.1K- 1.13% |
$653K - $690K
|
358K
$63.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.15K- 1.93% |
$660K - $698K
|
211K
$37.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.16K- 7.98% |
$662K - $700K
|
47.9K
$8.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.32K- 18.56% |
$687K - $727K
|
18.9K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.34K- 39.26% |
$691K - $731K
|
6.71K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.36K- 10.26% |
$694K - $734K
|
38.1K
$6.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.39K- 66.22% |
$699K - $739K
|
2.24K
$397K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.41K- 65.58% |
$703K - $743K
|
2.32K
$410K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.41K- 20.19% |
$703K - $743K
|
17.4K
$3.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.5K- 30.13% |
$717K - $758K
|
10.4K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.61K- 1.85% |
$733K - $776K
|
244K
$43.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.67K- 21.47% |
$743K - $785K
|
17.1K
$3.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.8K- 6.09% |
$764K - $808K
|
74.1K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.89K- 3.67% |
$779K - $824K
|
128K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5K- 16.01% |
$796K - $842K
|
26.2K
$4.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5K- 2.98% |
$796K - $842K
|
163K
$28.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.25K- 57.5% |
$836K - $884K
|
3.88K
$688K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-5.26K- 4.49% |
$838K - $886K
|
112K
$19.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5.28K- 57.66% |
$840K - $888K
|
3.87K
$687K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-5.29KClosed |
$842K - $890K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.61K- 11.46% |
$893K - $945K
|
43.3K
$7.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.67K- 16.39% |
$903K - $954K
|
28.9K
$5.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.7K- 7.08% |
$907K - $959K
|
74.8K
$13.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-5.82K- 23.71% |
$926K - $979K
|
18.7K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.84K- 39.96% |
$929K - $983K
|
8.77K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.89K- 5.85% |
$938K - $992K
|
94.7K
$16.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.92K- 16.31% |
$943K - $997K
|
30.4K
$5.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.96K- 47.63% |
$948K - $1M
|
6.55K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-6.06K- 4.68% |
$964K - $1.02M
|
123K
$21.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.15K- 24.77% |
$978K - $1.03M
|
18.7K
$3.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-6.15K- 13.53% |
$979K - $1.04M
|
39.3K
$6.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.18K- 71.31% |
$984K - $1.04M
|
2.49K
$440K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.34K- 0.47% |
$1.01M - $1.07M
|
1.33M
$236M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.46K- 5.76% |
$1.03M - $1.09M
|
106K
$18.7M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6.48K- 93.5% |
$1.03M - $1.09M
|
450
$79.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.5K- 80.31% |
$1.04M - $1.1M
|
1.6K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.52K- 21.48% |
$1.04M - $1.1M
|
23.8K
$4.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.65K- 4.05% |
$1.06M - $1.12M
|
157K
$27.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.65K- 8.46% |
$1.06M - $1.12M
|
71.9K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7.18K- 72.3% |
$1.14M - $1.21M
|
2.75K
$487K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.27K- 83.26% |
$1.16M - $1.22M
|
1.46K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.5K- 4.12% |
$1.19M - $1.26M
|
175K
$31M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.64K- 4.52% |
$1.22M - $1.29M
|
162K
$28.6M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.71K- 6.29% |
$1.23M - $1.3M
|
115K
$20.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.75K- 40.42% |
$1.23M - $1.31M
|
11.4K
$2.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-7.88K- 23.08% |
$1.25M - $1.33M
|
26.2K
$4.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-7.94K- 54.64% |
$1.26M - $1.34M
|
6.6K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.95K- 5.13% |
$1.27M - $1.34M
|
147K
$26.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.1K- 2.3% |
$1.29M - $1.36M
|
344K
$60.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8.14K- 3.84% |
$1.3M - $1.37M
|
204K
$36.1M
|