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 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
618New |
$36.3K - $39.6K
|
618
$44.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.61% |
$1.23K - $1.35K
|
3.49K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.33KNew |
$78.2K - $85.3K
|
1.33K
$96K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.14KNew |
$243K - $265K
|
4.14K
$298K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-875- 2.21% |
$51.4K - $56.1K
|
38.7K
$2.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-243- 17.05% |
$14.3K - $15.6K
|
1.18K
$85.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
36+ 128.57% |
$2.12K - $2.31K
|
64
$4.62K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1K+ 1.48% |
$59K - $64.3K
|
68.6K
$4.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.2K- 3.45% |
$70.4K - $76.8K
|
33.5K
$2.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-361- 4.33% |
$21.2K - $23.1K
|
7.98K
$575K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-41- 0.32% |
$2.41K - $2.63K
|
12.7K
$912K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7+ 0.15% |
$412 - $449
|
4.67K
$337K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
139New |
$8.17K - $8.91K
|
139
$10K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-327- 6.73% |
$19.2K - $21K
|
4.53K
$327K
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-243- 3.55% |
$14.3K - $15.6K
|
6.61K
$477K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.34% |
$705 - $769
|
3.56K
$257K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.3K+ 11.11% |
$76.6K - $83.5K
|
13K
$940K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.87K+ 47.5% |
$227K - $248K
|
12K
$866K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5.87KNew |
$345K - $376K
|
5.87K
$424K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.47% |
$58.8 - $64.1
|
69
$4.98K
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.85K- 9.99% |
$109K - $119K
|
16.7K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-400- 4.87% |
$23.5K - $25.6K
|
7.81K
$563K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.1K- 1.25% |
$64.4K - $70.2K
|
86.4K
$6.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
47New |
$2.76K - $3.01K
|
47
$3.39K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$193K - $211K
|
3.29K
$237K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1- 0.01% |
$58.8 - $64.1
|
10.1K
$730K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.31KClosed |
$561K - $598K
|
0
$0
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
912New |
$55K - $58.6K
|
912
$65.8K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
203New |
$12.2K - $13K
|
203
$14.6K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.4KNew |
$567K - $604K
|
9.4K
$678K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
791+ 0.54% |
$47.7K - $50.8K
|
147K
$10.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.5K- 99.85% |
$874K - $931K
|
22
$1.59K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.13KNew |
$67.8K - $72.3K
|
1.13K
$81.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-48.9K- 90.11% |
$2.95M - $3.14M
|
5.37K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.21KNew |
$374K - $399K
|
6.21K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
239KNew |
$14.4M - $15.4M
|
239K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.46K- 4.62% |
$88K - $93.8K
|
30.2K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
79.9KNew |
$4.82M - $5.13M
|
79.9K
$5.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$60.3 - $64.2
|
3.98K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
72+ 0.59% |
$4.34K - $4.63K
|
12.3K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
8.07K+ 28.36% |
$486K - $518K
|
36.5K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
14.3KNew |
$862K - $919K
|
14.3K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-16.4K- 32.35% |
$987K - $1.05M
|
34.2K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
844+ 26.07% |
$50.9K - $54.2K
|
4.08K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.78KNew |
$107K - $114K
|
1.78K
$128K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.35K- 3.87% |
$81.1K - $86.4K
|
33.4K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.17KClosed |
$251K - $268K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 62.5% |
$301 - $321
|
3
$216
|
|
|
Aug 11, 2023
Q2 2023
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-1.61M- 28.75% |
$97.2M - $104M
|
4M
$288M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.94K- 88.8% |
$117K - $125K
|
245
$17.7K
|
|