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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-1.38K- 4.29% |
$88.8K - $98.7K
|
30.7K
$2.17M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5KNew |
$323K - $359K
|
5K
$354K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
14.4KNew |
$933K - $1.04M
|
14.4K
$1.02M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
11.2K+ 4385.49% |
$722K - $802K
|
11.4K
$809K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16New |
$1.03K - $1.15K
|
16
$1.13K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$64.6 - $71.8
|
1.28K
$90.4K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
162New |
$10.5K - $11.6K
|
162
$11.5K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.8K- 20.03% |
$890K - $989K
|
55K
$3.89M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-226- 1.3% |
$14.6K - $16.2K
|
17.1K
$1.21M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
136KNew |
$8.79M - $9.76M
|
136K
$9.62M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.3KNew |
$1.76M - $1.96M
|
27.3K
$1.93M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-69- 0.7% |
$4.46K - $4.95K
|
9.78K
$692K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.69K- 17.85% |
$109K - $121K
|
7.78K
$550K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
15+ 0.44% |
$969 - $1.08K
|
3.42K
$242K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$653K - $725K
|
10.1K
$715K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48K- 3.16% |
$3.1M - $3.44M
|
1.47M
$104M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-155- 1.16% |
$10K - $11.1K
|
13.2K
$934K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.9K+ 7.66% |
$1.67M - $1.86M
|
364K
$25.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.4K+ 4.08% |
$1.44M - $1.61M
|
571K
$40.4M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14.9K- 10.01% |
$964K - $1.07M
|
134K
$9.49M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
733+ 33.79% |
$47.3K - $52.6K
|
2.9K
$205K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
487+ 1.87% |
$31.4K - $34.9K
|
26.5K
$1.87M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.51% |
$1.23K - $1.36K
|
3.72K
$263K
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
8.19KNew |
$529K - $588K
|
8.19K
$579K
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-588- 3.12% |
$38K - $42.2K
|
18.3K
$1.29M
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
341+ 1.91% |
$22K - $24.5K
|
18.2K
$1.29M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21+ 0.13% |
$1.36K - $1.51K
|
15.9K
$1.12M
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-21.8K- 35.83% |
$1.41M - $1.56M
|
39K
$2.76M
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
522+ 0.49% |
$33.7K - $37.5K
|
107K
$7.55M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-162- 0.88% |
$10.5K - $11.6K
|
18.2K
$1.28M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.84K+ 42.51% |
$118K - $132K
|
6.15K
$435K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
222+ 1.55% |
$14.3K - $15.9K
|
14.6K
$1.03M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-345- 3.23% |
$22.3K - $24.8K
|
10.3K
$730K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
99+ 3.69% |
$6.39K - $7.1K
|
2.79K
$197K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.7K+ 3.73% |
$110K - $122K
|
47.1K
$3.33M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.25K- 32.65% |
$275K - $305K
|
8.77K
$620K
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$194K - $215K
|
3K
$212K
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-414- 1.01% |
$26.7K - $29.7K
|
40.5K
$2.86M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-300- 2.6% |
$19.4K - $21.5K
|
11.2K
$795K
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-261- 4.15% |
$16.9K - $18.7K
|
6.04K
$427K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-611- 2.59% |
$39.5K - $43.8K
|
22.9K
$1.62M
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.26% |
$646 - $718
|
3.8K
$269K
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
3.48K+ 1.85% |
$224K - $249K
|
192K
$13.6M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
7.01K+ 16.16% |
$453K - $503K
|
50.4K
$3.56M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.07K+ 19.98% |
$392K - $436K
|
36.5K
$2.58M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.8% |
$64.6 - $71.8
|
126
$8.91K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
4.64KNew |
$300K - $333K
|
4.64K
$328K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.6K+ 12.53% |
$104K - $115K
|
14.4K
$1.02M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
155+ 1.05% |
$10K - $11.1K
|
14.9K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.06% |
$839 - $933
|
23.4K
$1.66M
|