Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.06K+ 14.33% |
$163K - $179K
|
8.44K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.05KNew |
$161K - $177K
|
1.05K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 37.41% |
$161K - $177K
|
3.85K
$701K
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.04K+ 19.05% |
$160K - $176K
|
6.51K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.03K+ 34.75% |
$158K - $174K
|
3.98K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 0.59% |
$156K - $171K
|
171K
$31.2M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.01K+ 6.17% |
$155K - $171K
|
17.3K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.01K+ 0.52% |
$155K - $170K
|
194K
$35.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1K+ 3.4% |
$154K - $170K
|
30.4K
$5.54M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$154K - $169K
|
1K
$182K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
995+ 1.61% |
$153K - $169K
|
63K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
988+ 16.98% |
$152K - $167K
|
6.81K
$1.24M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
967New |
$149K - $164K
|
967
$176K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
955+ 2387.5% |
$147K - $162K
|
995
$181K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
944+ 19.72% |
$145K - $160K
|
5.73K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
941+ 47.26% |
$145K - $159K
|
2.93K
$534K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
934+ 6.0% |
$144K - $158K
|
16.5K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
927+ 2.46% |
$143K - $157K
|
38.6K
$7.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
919+ 2.91% |
$141K - $156K
|
32.5K
$5.91M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
919+ 0.9% |
$141K - $156K
|
103K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
914+ 2.38% |
$141K - $155K
|
39.3K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
914+ 69.19% |
$141K - $155K
|
2.24K
$407K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
890+ 2.3% |
$137K - $151K
|
39.6K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
887+ 5.3% |
$136K - $150K
|
17.6K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
879+ 7.15% |
$135K - $149K
|
13.2K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
872+ 2.63% |
$134K - $148K
|
34.1K
$6.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
868+ 37.51% |
$134K - $147K
|
3.18K
$580K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
863+ 14.02% |
$133K - $146K
|
7.02K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
826+ 1.14% |
$127K - $140K
|
73.1K
$13.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
822+ 11.14% |
$126K - $139K
|
8.2K
$1.49M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
807+ 0.61% |
$124K - $137K
|
133K
$24.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
805+ 38.98% |
$124K - $136K
|
2.87K
$523K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
794+ 0.44% |
$122K - $134K
|
182K
$33.2M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
775+ 88.17% |
$119K - $131K
|
1.65K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
773+ 32.38% |
$119K - $131K
|
3.16K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
770+ 121.84% |
$118K - $130K
|
1.4K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
765+ 0.88% |
$118K - $130K
|
87.4K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
760+ 2.97% |
$117K - $129K
|
26.4K
$4.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
759+ 3.19% |
$117K - $129K
|
24.5K
$4.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
742+ 28.62% |
$114K - $126K
|
3.34K
$608K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
716+ 4.26% |
$110K - $121K
|
17.5K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
712+ 6.15% |
$110K - $121K
|
12.3K
$2.24M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
708+ 2.3% |
$109K - $120K
|
31.4K
$5.73M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
703+ 18.73% |
$108K - $119K
|
4.46K
$812K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
697New |
$107K - $118K
|
697
$127K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
691New |
$106K - $117K
|
691
$126K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
684+ 5.92% |
$105K - $116K
|
12.2K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
680+ 386.36% |
$105K - $115K
|
856
$156K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
669+ 37.48% |
$103K - $113K
|
2.45K
$447K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
669+ 34.65% |
$103K - $113K
|
2.6K
$474K
|