Latest Institutional Sells of Invesco ETF Tr Ii S&P 500 Low (SPLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Low (SPLV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-527- 2.84% |
$31K - $33.8K
|
18K
$1.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-400- 4.87% |
$23.5K - $25.6K
|
7.81K
$563K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-361- 4.33% |
$21.2K - $23.1K
|
7.98K
$575K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-327- 6.73% |
$19.2K - $21K
|
4.53K
$327K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-243- 17.05% |
$14.3K - $15.6K
|
1.18K
$85.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-243- 3.55% |
$14.3K - $15.6K
|
6.61K
$477K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-217- 18.45% |
$12.8K - $13.9K
|
959
$69.2K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 2.63% |
$10.5K - $11.5K
|
6.63K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-125- 0.6% |
$7.35K - $8.01K
|
20.7K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-41- 0.32% |
$2.41K - $2.63K
|
12.7K
$912K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1- 0.01% |
$58.8 - $64.1
|
10.1K
$730K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-1.61M- 28.75% |
$97.2M - $104M
|
4M
$288M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-465K- 40.26% |
$28M - $29.9M
|
690K
$49.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-159K- 43.38% |
$9.58M - $10.2M
|
207K
$15M
|
|
|
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
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-16.4K- 32.35% |
$987K - $1.05M
|
34.2K
$2.47M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.5K- 99.85% |
$874K - $931K
|
22
$1.59K
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.43K- 48.53% |
$568K - $606K
|
10K
$721K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.31KClosed |
$561K - $598K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-9.31K- 45.57% |
$561K - $598K
|
11.1K
$802K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.17KClosed |
$251K - $268K
|
0
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-3.59K- 14.96% |
$216K - $230K
|
20.4K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.57K- 5.11% |
$215K - $230K
|
66.3K
$4.78M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-3.12K- 7.71% |
$188K - $200K
|
37.3K
$2.69M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.12K- 7.71% |
$188K - $200K
|
37.3K
$2.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.65K- 95.11% |
$160K - $170K
|
136
$9.81K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.3K- 35.05% |
$139K - $148K
|
4.26K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.94K- 88.8% |
$117K - $125K
|
245
$17.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.87K- 29.38% |
$113K - $120K
|
4.49K
$324K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.83K- 26.49% |
$110K - $118K
|
5.09K
$367K
|
|
|
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 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.35K- 3.87% |
$81.1K - $86.4K
|
33.4K
$2.41M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-949- 18.8% |
$57.2K - $61K
|
4.1K
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-400- 9.03% |
$24.1K - $25.7K
|
4.03K
$290K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-238- 6.91% |
$14.3K - $15.3K
|
3.21K
$231K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160- 60.15% |
$9.64K - $10.3K
|
106
$7.64K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-134- 19.09% |
$8.08K - $8.61K
|
568
$41K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-105- 14.56% |
$6.33K - $6.75K
|
616
$44.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 62.5% |
$301 - $321
|
3
$216
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-4- 0.2% |
$241 - $257
|
1.95K
$140K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-263K- 43.38% |
$15.6M - $17.1M
|
343K
$24.7M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-245K- 75.13% |
$14.6M - $15.9M
|
81.1K
$5.85M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-36.2K- 99.98% |
$2.15M - $2.36M
|
7
$505
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11.4KClosed |
$678K - $741K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 10.45% |
$265K - $289K
|
38.1K
$2.75M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-3.66K- 84.52% |
$218K - $238K
|
670
$48.3K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.6K- 50.7% |
$214K - $234K
|
3.5K
$252K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.39K- 28.92% |
$201K - $220K
|
8.32K
$600K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 66.95% |
$190K - $207K
|
1.58K
$114K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.62K- 4.03% |
$156K - $170K
|
62.3K
$4.49M
|
|