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 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-763- 5.14% |
$124K - $137K
|
14.1K
$2.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-785- 2.89% |
$128K - $141K
|
26.4K
$4.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-787- 3.95% |
$128K - $141K
|
19.1K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-800- 36.53% |
$130K - $143K
|
1.39K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-804- 31.78% |
$131K - $144K
|
1.73K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-808- 28.56% |
$132K - $145K
|
2.02K
$358K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-809- 1.6% |
$132K - $145K
|
49.9K
$8.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-822- 8.83% |
$134K - $147K
|
8.49K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-831- 6.8% |
$135K - $149K
|
11.4K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-835- 9.48% |
$136K - $150K
|
7.97K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-839- 11.92% |
$137K - $150K
|
6.2K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-841- 17.52% |
$137K - $151K
|
3.96K
$702K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-845- 39.9% |
$138K - $151K
|
1.27K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-847- 5.39% |
$138K - $152K
|
14.9K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-860- 6.49% |
$140K - $154K
|
12.4K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-860- 0.55% |
$140K - $154K
|
156K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-880- 21.76% |
$143K - $158K
|
3.17K
$561K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-882- 29.86% |
$144K - $158K
|
2.07K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-888- 1.59% |
$145K - $159K
|
55.1K
$9.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-901- 0.73% |
$147K - $161K
|
122K
$21.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-905- 8.66% |
$147K - $162K
|
9.54K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-914- 2.15% |
$149K - $164K
|
41.5K
$7.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-915- 5.25% |
$149K - $164K
|
16.5K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-925- 7.59% |
$151K - $166K
|
11.3K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-925- 5.06% |
$151K - $166K
|
17.3K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-941- 11.64% |
$153K - $169K
|
7.14K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-942- 32.95% |
$153K - $169K
|
1.92K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-976- 6.69% |
$159K - $175K
|
13.6K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-978- 17.88% |
$159K - $175K
|
4.49K
$796K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-979- 4.36% |
$159K - $175K
|
21.5K
$3.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-979- 38.23% |
$159K - $175K
|
1.58K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-986- 3.72% |
$161K - $177K
|
25.5K
$4.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-987- 1.98% |
$161K - $177K
|
48.9K
$8.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-994- 3.54% |
$162K - $178K
|
27.1K
$4.8M
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 38.59% |
$164K - $180K
|
1.6K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.03K- 17.82% |
$168K - $185K
|
4.75K
$842K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 7.98% |
$170K - $188K
|
12.1K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.05K- 24.21% |
$172K - $189K
|
3.3K
$585K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.06K- 24.9% |
$172K - $189K
|
3.18K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.06K- 5.96% |
$173K - $190K
|
16.8K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.16K- 2.33% |
$189K - $208K
|
48.7K
$8.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.17K- 6.57% |
$191K - $210K
|
16.7K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.18K- 5.59% |
$192K - $211K
|
19.9K
$3.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.2K- 58.83% |
$195K - $215K
|
839
$149K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.23K- 41.86% |
$200K - $220K
|
1.7K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 1.92% |
$202K - $223K
|
63.4K
$11.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.28K- 2.57% |
$209K - $230K
|
48.6K
$8.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.33K- 18.04% |
$216K - $238K
|
6.03K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.34K- 18.33% |
$218K - $239K
|
5.95K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-1.34K- 6.4% |
$218K - $240K
|
19.6K
$3.48M
|