Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
229+ 1.87% |
$37.3K - $41K
|
12.5K
$2.21M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
227+ 7.07% |
$37K - $40.7K
|
3.44K
$609K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
225+ 8.03% |
$36.6K - $40.3K
|
3.03K
$536K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
219+ 0.41% |
$35.7K - $39.2K
|
53.3K
$9.45M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
219+ 7.25% |
$35.7K - $39.2K
|
3.24K
$574K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
218+ 15.5% |
$35.5K - $39.1K
|
1.62K
$288K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
216+ 1.1% |
$35.2K - $38.7K
|
19.9K
$3.53M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
214+ 2.3% |
$34.8K - $38.3K
|
9.52K
$1.69M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
211+ 44.51% |
$34.4K - $37.8K
|
685
$121K
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
211+ 0.55% |
$34.4K - $37.8K
|
38.2K
$6.78M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
211New |
$34.4K - $37.8K
|
211
$37.4K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
210New |
$34.2K - $37.6K
|
210
$37.2K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
210+ 0.52% |
$34.2K - $37.6K
|
40.8K
$7.22M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
208+ 4.4% |
$33.9K - $37.3K
|
4.94K
$875K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
205+ 1.55% |
$33.4K - $36.7K
|
13.5K
$2.38M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 1.15% |
$33.1K - $36.4K
|
17.8K
$3.16M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
203+ 1.04% |
$33.1K - $36.4K
|
19.8K
$3.51M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
201+ 6.22% |
$32.7K - $36K
|
3.43K
$608K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
200+ 12.5% |
$32.6K - $35.8K
|
1.8K
$319K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
199+ 4.7% |
$32.4K - $35.7K
|
4.43K
$785K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
197+ 1.21% |
$32.1K - $35.3K
|
16.5K
$2.92M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
195+ 0.63% |
$31.8K - $34.9K
|
31K
$5.49M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
188New |
$30.6K - $33.7K
|
188
$33.3K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
186+ 0.62% |
$30.3K - $33.3K
|
30K
$5.31M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
183+ 7.11% |
$29.8K - $32.8K
|
2.76K
$489K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
182New |
$29.6K - $32.6K
|
182
$32.3K
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
180+ 0.85% |
$29.3K - $32.2K
|
21.3K
$3.78M
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
174+ 4.92% |
$28.3K - $31.2K
|
3.71K
$657K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
173+ 39.59% |
$28.2K - $31K
|
610
$108K
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
172+ 4.34% |
$28K - $30.8K
|
4.14K
$733K
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
171+ 0.25% |
$27.8K - $30.6K
|
68.8K
$12.2M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
169+ 3.79% |
$27.5K - $30.3K
|
4.63K
$820K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
166New |
$27K - $29.7K
|
166
$29.4K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
165+ 6.96% |
$26.9K - $29.6K
|
2.54K
$449K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
164New |
$26.7K - $29.4K
|
164
$29.1K
|
|
Nov 14, 2024
Q3 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
164+ 0.8% |
$26.7K - $29.4K
|
20.7K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
163+ 0.09% |
$26.5K - $29.2K
|
174K
$30.8M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
157+ 0.84% |
$25.6K - $28.1K
|
18.7K
$3.32M
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
156+ 2.44% |
$25.4K - $27.9K
|
6.55K
$1.16M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
154New |
$25.1K - $27.6K
|
154
$27.3K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
153+ 0.11% |
$24.9K - $27.4K
|
140K
$24.7M
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
152+ 1.33% |
$24.8K - $27.2K
|
11.6K
$2.06M
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
148+ 1.85% |
$24.1K - $26.5K
|
8.15K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
145+ 17.06% |
$23.6K - $26K
|
995
$176K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
143+ 2.66% |
$23.3K - $25.6K
|
5.52K
$977K
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
139+ 0.6% |
$22.6K - $24.9K
|
23.3K
$4.13M
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
136+ 2.58% |
$22.1K - $24.4K
|
5.41K
$958K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
130+ 43.48% |
$21.2K - $23.3K
|
429
$76K
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
126+ 0.69% |
$20.5K - $22.6K
|
18.3K
$3.24M
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
126+ 8.6% |
$20.5K - $22.6K
|
1.59K
$282K
|