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 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25.6K- 5.91% |
$1.65M - $1.84M
|
408K
$28.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.98K+ 36.39% |
$322K - $357K
|
18.7K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 5.56% |
$64.6 - $71.8
|
17
$1.2K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1.06K+ 0.22% |
$68.5K - $76.1K
|
476K
$33.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.92KNew |
$188K - $209K
|
2.92K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
14+ 0.28% |
$904 - $1K
|
4.95K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
51KNew |
$3.29M - $3.66M
|
51K
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-98- 0.69% |
$6.33K - $7.03K
|
14K
$993K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
280+ 12.76% |
$18.1K - $20.1K
|
2.48K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-340- 1.64% |
$22K - $24.4K
|
20.4K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
201+ 5.43% |
$13K - $14.4K
|
3.9K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-430- 3.97% |
$27.8K - $30.9K
|
10.4K
$735K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 2.21% |
$6.46K - $7.18K
|
4.42K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8+ 0.13% |
$517 - $574
|
6.26K
$443K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.21% |
$64.6 - $71.8
|
477
$33.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-51.7K- 65.25% |
$3.34M - $3.71M
|
27.5K
$1.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
200+ 5.56% |
$12.9K - $14.4K
|
3.8K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
45New |
$2.91K - $3.23K
|
45
$3.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-362- 1.1% |
$23.4K - $26K
|
32.6K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-8.39K- 35.88% |
$542K - $602K
|
15K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.26K- 65.12% |
$81.4K - $90.4K
|
675
$47.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 330.82% |
$839K - $932K
|
16.9K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.9K+ 34.97% |
$316K - $352K
|
18.9K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
564+ 70.59% |
$36.4K - $40.5K
|
1.36K
$96.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 3.41% |
$65.9K - $73.2K
|
30.9K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-171- 1.59% |
$11K - $12.3K
|
10.6K
$746K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-23.1K- 88.24% |
$1.49M - $1.66M
|
3.08K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-180- 0.51% |
$11.6K - $12.9K
|
35.1K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
11.6KNew |
$750K - $833K
|
11.6K
$821K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.17KNew |
$334K - $371K
|
5.17K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-205- 2.03% |
$13.2K - $14.7K
|
9.88K
$699K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.86K- 25.0% |
$249K - $277K
|
11.6K
$820K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-419- 12.34% |
$27.1K - $30.1K
|
2.98K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
13.2KNew |
$853K - $948K
|
13.2K
$934K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2+ 0.06% |
$129 - $144
|
3.15K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
64+ 0.84% |
$4.13K - $4.59K
|
7.7K
$544K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.02K- 3.54% |
$66K - $73.3K
|
27.8K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.24K- 1.97% |
$80.3K - $89.3K
|
62.1K
$4.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-991- 20.37% |
$64K - $71.1K
|
3.87K
$274K
|
|
|
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
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.1K- 2.3% |
$136K - $151K
|
89.4K
$6.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.11% |
$323 - $359
|
4.73K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.59K+ 23.13% |
$426K - $473K
|
35.1K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.72K+ 1.39% |
$111K - $124K
|
126K
$8.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
125K+ 137.79% |
$8.08M - $8.98M
|
216K
$15.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.6K- 61.25% |
$1.78M - $1.98M
|
17.4K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
64+ 0.17% |
$4.13K - $4.59K
|
37.2K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.45K- 16.02% |
$158K - $176K
|
12.8K
$908K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
358+ 1.96% |
$23.1K - $25.7K
|
18.6K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
184+ 8.37% |
$11.9K - $13.2K
|
2.38K
$168K
|