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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.69K- 1.3% |
$439K - $482K
|
204K
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-2.86K- 41.82% |
$466K - $513K
|
3.98K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.93K- 9.89% |
$476K - $524K
|
26.6K
$4.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 1.83% |
$480K - $528K
|
158K
$27.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.96K- 28.41% |
$482K - $530K
|
7.45K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.11K- 6.87% |
$506K - $556K
|
42.1K
$7.43M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.19K- 25.15% |
$519K - $571K
|
9.49K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.19K- 49.8% |
$519K - $571K
|
3.21K
$567K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.34K- 54.93% |
$543K - $597K
|
2.74K
$483K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.39K- 5.31% |
$552K - $607K
|
60.5K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.39K- 9.98% |
$552K - $608K
|
30.6K
$5.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.4K- 48.75% |
$553K - $609K
|
3.57K
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.47K- 8.12% |
$566K - $622K
|
39.3K
$6.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.52K- 39.5% |
$572K - $630K
|
5.38K
$950K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.55K- 4.97% |
$577K - $635K
|
67.8K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.62K- 18.19% |
$589K - $648K
|
16.3K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3.63K- 35.64% |
$591K - $650K
|
6.55K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.77K- 8.4% |
$614K - $675K
|
41.1K
$7.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.82K- 2.32% |
$623K - $685K
|
161K
$28.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.83K- 3.76% |
$623K - $686K
|
98K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.87K- 3.6% |
$631K - $694K
|
104K
$18.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.91K- 14.89% |
$636K - $700K
|
22.3K
$3.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.92K- 26.01% |
$638K - $702K
|
11.1K
$1.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-3.93K- 38.12% |
$639K - $703K
|
6.37K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-3.93K- 2.99% |
$639K - $703K
|
128K
$22.5M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-3.93K- 24.29% |
$640K - $704K
|
12.3K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.97K- 42.71% |
$647K - $712K
|
5.33K
$941K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.02K- 0.84% |
$655K - $721K
|
476K
$84.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.06K- 0.45% |
$662K - $728K
|
895K
$158M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4.15K- 1.01% |
$676K - $744K
|
407K
$71.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.25K- 46.62% |
$693K - $762K
|
4.87K
$860K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.31K- 5.11% |
$701K - $772K
|
80K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 6.38% |
$716K - $788K
|
64.5K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.41K- 3.69% |
$718K - $790K
|
115K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.47K- 2.84% |
$727K - $800K
|
153K
$26.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.48K- 71.52% |
$729K - $802K
|
1.78K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.62K- 5.24% |
$752K - $828K
|
83.6K
$14.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.63K- 4.17% |
$753K - $829K
|
106K
$18.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.64K- 16.04% |
$756K - $831K
|
24.3K
$4.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.92K- 8.78% |
$800K - $881K
|
51K
$9.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.92K- 6.94% |
$802K - $882K
|
66K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.95K- 40.34% |
$806K - $886K
|
7.32K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5K- 15.34% |
$813K - $895K
|
27.6K
$4.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.02K- 1.39% |
$818K - $900K
|
356K
$62.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.1K- 30.33% |
$830K - $913K
|
11.7K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.23K- 22.63% |
$852K - $937K
|
17.9K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.35K- 2.52% |
$871K - $959K
|
207K
$36.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.43K- 7.33% |
$884K - $973K
|
68.6K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-5.5K- 55.0% |
$896K - $985K
|
4.5K
$794K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5.55K- 29.75% |
$904K - $995K
|
13.1K
$2.31M
|