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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.31% |
$714 - $780
|
3.93K
$278K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$178 - $195
|
3.46K
$245K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
8.27K+ 7.94% |
$492K - $538K
|
112K
$7.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$242K - $265K
|
4.08K
$288K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-260- 6.42% |
$15.5K - $16.9K
|
3.79K
$268K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106KClosed |
$6.03M - $6.93M
|
0
$0
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.73K+ 17.97% |
$98.6K - $113K
|
11.4K
$804K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-226- 49.13% |
$12.9K - $14.8K
|
234
$16.5K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
97New |
$5.52K - $6.34K
|
97
$6.86K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
590New |
$33.6K - $38.6K
|
590
$41.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.28K- 22.98% |
$73K - $83.9K
|
4.3K
$304K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
198New |
$11.3K - $12.9K
|
198
$14K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$968 - $1.11K
|
17
$1.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-348- 43.39% |
$19.8K - $22.7K
|
454
$32.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-15K- 2.37% |
$855K - $981K
|
620K
$43.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.07% |
$56.9 - $65.4
|
1.34K
$94.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.59K+ 21.46% |
$147K - $169K
|
14.6K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-56- 8.67% |
$3.19K - $3.66K
|
590
$41.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.2K+ 88.89% |
$182K - $209K
|
6.8K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
1.3K+ 2.95% |
$73.8K - $84.7K
|
45.2K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
7.19KNew |
$409K - $470K
|
7.19K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.7KNew |
$950K - $1.09M
|
16.7K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
430New |
$24.5K - $28.1K
|
430
$30.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-13- 0.32% |
$740 - $850
|
4.04K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.05K+ 1.76% |
$174K - $200K
|
176K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-15.7K- 6.75% |
$893K - $1.03M
|
217K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 0.73% |
$171 - $196
|
414
$29.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
12.5KNew |
$709K - $814K
|
12.5K
$881K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.7KNew |
$211K - $242K
|
3.7K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 0.41% |
$342 - $392
|
1.49K
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.15KNew |
$464K - $533K
|
8.15K
$576K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.87KNew |
$391K - $449K
|
6.87K
$486K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
110+ 2.24% |
$6.26K - $7.19K
|
5.02K
$355K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.2KNew |
$182K - $209K
|
3.2K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.24K+ 17.12% |
$70.6K - $81.1K
|
8.49K
$600K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-9.36K- 73.31% |
$533K - $612K
|
3.41K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.2KNew |
$68.3K - $78.4K
|
1.2K
$84.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.1KNew |
$572K - $657K
|
10.1K
$711K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-450- 50.0% |
$25.6K - $29.4K
|
450
$31.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.63K+ 2.94% |
$93K - $107K
|
57.3K
$4.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
813New |
$46.3K - $53.1K
|
813
$57.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.23KNew |
$184K - $211K
|
3.23K
$228K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-3.89K- 26.17% |
$221K - $254K
|
11K
$776K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
15.6KNew |
$886K - $1.02M
|
15.6K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.87KNew |
$277K - $318K
|
4.87K
$344K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-619- 24.29% |
$35.2K - $40.5K
|
1.93K
$136K
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-32K- 88.87% |
$1.82M - $2.09M
|
4.01K
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.9K+ 24.37% |
$222K - $255K
|
19.9K
$1.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 74.63% |
$2.85K - $3.27K
|
17
$1.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
376+ 2.99% |
$21.4K - $24.6K
|
13K
$917K
|
|