Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.3% |
$2.81K - $3.33K
|
6.89K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 0.17% |
$2.94K - $3.49K
|
12.8K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-22- 0.23% |
$2.94K - $3.49K
|
9.46K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-23- 0.55% |
$3.07K - $3.64K
|
4.19K
$743K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-24- 0.24% |
$3.21K - $3.8K
|
10.2K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-32- 0.19% |
$4.28K - $5.07K
|
16.9K
$2.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-32- 0.98% |
$4.28K - $5.07K
|
3.24K
$574K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-33- 2.28% |
$4.41K - $5.23K
|
1.41K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-35- 1.12% |
$4.68K - $5.54K
|
3.08K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-35- 0.45% |
$4.68K - $5.54K
|
7.79K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-42- 1.59% |
$5.61K - $6.65K
|
2.59K
$460K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-43- 2.94% |
$5.75K - $6.81K
|
1.42K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-43- 0.14% |
$5.75K - $6.81K
|
30.3K
$5.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-44- 0.3% |
$5.88K - $6.97K
|
14.7K
$2.6M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-45- 0.16% |
$6.01K - $7.13K
|
28.4K
$5.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-50- 0.77% |
$6.68K - $7.92K
|
6.41K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-50- 2.16% |
$6.68K - $7.92K
|
2.26K
$400K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-56- 1.39% |
$7.48K - $8.87K
|
3.97K
$703K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 9.76% |
$8.02K - $9.5K
|
555
$98.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-65- 5.19% |
$8.69K - $10.3K
|
1.19K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-69- 1.58% |
$9.22K - $10.9K
|
4.29K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-72- 0.97% |
$9.62K - $11.4K
|
7.32K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-73- 66.97% |
$9.76K - $11.6K
|
36
$6.38K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-76- 1.39% |
$10.2K - $12K
|
5.41K
$958K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-77- 15.84% |
$10.3K - $12.2K
|
409
$72.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-80- 0.34% |
$10.7K - $12.7K
|
23.6K
$4.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-80- 0.45% |
$10.7K - $12.7K
|
17.7K
$3.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-82- 4.46% |
$11K - $13K
|
1.76K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-84- 3.04% |
$11.2K - $13.3K
|
2.68K
$475K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-85- 2.81% |
$11.4K - $13.5K
|
2.94K
$521K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-86- 19.41% |
$11.5K - $13.6K
|
357
$63.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-87- 0.57% |
$11.6K - $13.8K
|
15.1K
$2.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-88- 0.49% |
$11.8K - $13.9K
|
17.9K
$3.17M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-90- 1.92% |
$12K - $14.3K
|
4.6K
$815K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-97- 2.72% |
$13K - $15.4K
|
3.47K
$616K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-101- 2.47% |
$13.5K - $16K
|
3.99K
$707K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-102- 2.88% |
$13.6K - $16.2K
|
3.44K
$609K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-105- 0.87% |
$14K - $16.6K
|
12K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-106- 2.16% |
$14.2K - $16.8K
|
4.8K
$851K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-112- 10.53% |
$15K - $17.7K
|
952
$169K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-113- 1.44% |
$15.1K - $17.9K
|
7.71K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-113- 0.67% |
$15.1K - $17.9K
|
16.7K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-119- 8.06% |
$15.9K - $18.9K
|
1.36K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-122- 0.62% |
$16.3K - $19.3K
|
19.7K
$3.49M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-124- 5.79% |
$16.6K - $19.6K
|
2.02K
$357K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-125- 3.61% |
$16.7K - $19.8K
|
3.34K
$592K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-125- 3.16% |
$16.7K - $19.8K
|
3.83K
$678K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-129- 5.81% |
$17.2K - $20.4K
|
2.09K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-133- 0.22% |
$17.8K - $21.1K
|
60.2K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-142- 0.88% |
$19K - $22.5K
|
16K
$2.84M
|