Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Low (SPLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
18KNew |
$1.16M - $1.29M
|
18K
$1.3M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-6.76K- 7.68% |
$437K - $485K
|
81.3K
$5.86M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.94KNew |
$513K - $570K
|
7.94K
$573K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
21+ 0.65% |
$1.36K - $1.51K
|
3.24K
$234K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-800- 14.09% |
$51.7K - $57.4K
|
4.88K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
12.9KNew |
$831K - $924K
|
12.9K
$928K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.29K- 2.6% |
$83.6K - $92.9K
|
48.6K
$3.5M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38.5K+ 124.8% |
$2.49M - $2.76M
|
69.4K
$5M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2New |
$129 - $144
|
2
$144
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 1.42% |
$19K - $21.2K
|
20.5K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.26% |
$258 - $287
|
1.57K
$113K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 5.26% |
$64.6 - $71.8
|
20
$1.44K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-8- 0.37% |
$517 - $574
|
2.18K
$157K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-411- 6.78% |
$26.5K - $29.5K
|
5.66K
$408K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
22+ 0.69% |
$1.42K - $1.58K
|
3.19K
$230K
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
500+ 8.52% |
$32.3K - $35.9K
|
6.37K
$459K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.42K+ 60.05% |
$221K - $246K
|
9.13K
$658K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
245K+ 298.22% |
$15.8M - $17.6M
|
328K
$23.6M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-175- 1.86% |
$11.3K - $12.6K
|
9.23K
$666K
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.9KNew |
$252K - $280K
|
3.9K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.66K- 91.62% |
$237K - $263K
|
335
$24.2K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.1K- 50.33% |
$265K - $294K
|
4.05K
$292K
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.69M - $1.88M
|
26.2K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
60.2KNew |
$3.89M - $4.32M
|
60.2K
$4.34M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-70- 23.49% |
$4.52K - $5.02K
|
228
$16.4K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
426New |
$27.5K - $30.6K
|
426
$30.7K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$775 - $861
|
5.7K
$411K
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-913- 6.31% |
$59K - $65.5K
|
13.6K
$978K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
564+ 1.39% |
$36.4K - $40.5K
|
41.1K
$2.96M
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.85KNew |
$184K - $205K
|
2.85K
$206K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7+ 0.07% |
$452 - $502
|
9.8K
$707K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.76KNew |
$501K - $556K
|
7.76K
$559K
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-109- 2.19% |
$7.04K - $7.82K
|
4.86K
$351K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-653- 8.12% |
$42.2K - $46.9K
|
7.39K
$533K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-20- 0.9% |
$1.29K - $1.44K
|
2.2K
$159K
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.04KNew |
$196K - $218K
|
3.04K
$219K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-535- 15.64% |
$34.5K - $38.4K
|
2.89K
$208K
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
51KNew |
$3.29M - $3.66M
|
51K
$3.67M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
45New |
$2.91K - $3.23K
|
45
$3.25K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.26K- 65.12% |
$81.4K - $90.4K
|
675
$48.7K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-23.1K- 88.24% |
$1.49M - $1.66M
|
3.08K
$222K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
11.6KNew |
$750K - $833K
|
11.6K
$838K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.17KNew |
$334K - $371K
|
5.17K
$373K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.86K- 25.0% |
$249K - $277K
|
11.6K
$836K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-419- 12.34% |
$27.1K - $30.1K
|
2.98K
$215K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
13.2KNew |
$853K - $948K
|
13.2K
$953K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
440+ 2.3% |
$28.4K - $31.6K
|
19.6K
$1.41M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
184+ 8.37% |
$11.9K - $13.2K
|
2.38K
$172K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-133- 3.53% |
$8.59K - $9.54K
|
3.64K
$262K
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-389- 5.7% |
$25.1K - $27.9K
|
6.44K
$464K
|