Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$501 - $529
|
5.69K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7+ 0.17% |
$438 - $463
|
4.12K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7+ 0.11% |
$438 - $463
|
6.42K
$461K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
6+ 0.03% |
$376 - $397
|
17.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.32% |
$376 - $397
|
1.87K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 0.14% |
$376 - $397
|
4.41K
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.49% |
$376 - $397
|
1.23K
$88K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.07% |
$376 - $397
|
8.07K
$580K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.11% |
$313 - $331
|
4.73K
$340K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.12% |
$313 - $331
|
4.29K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.03% |
$188 - $199
|
10.7K
$767K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3+ 0.1% |
$188 - $199
|
3.15K
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$188 - $199
|
841
$60.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$188 - $199
|
7.98K
$574K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.06% |
$125 - $132
|
3.55K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.63% |
$125 - $132
|
321
$23.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2+ 0.01% |
$125 - $132
|
14.8K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2+ 0.05% |
$125 - $132
|
3.65K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$62.6 - $66.2
|
14.1K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.01% |
$62.6 - $66.2
|
13.6K
$978K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.49% |
$62.6 - $66.2
|
205
$14.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.13% |
$62.6 - $66.2
|
794
$57.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$62.6 - $66.2
|
5.32K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$62.6 - $66.2
|
3.52K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.02% |
$62.6 - $66.2
|
6.64K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.01% |
$62.6 - $66.2
|
8.31K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.2% |
$62.6 - $66.2
|
492
$35.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$62.6 - $66.2
|
5.1K
$366K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.12% |
$62.6 - $66.2
|
821
$59K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.13% |
$313 - $331
|
3.87K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5- 0.04% |
$313 - $331
|
13.1K
$940K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-11- 0.3% |
$689 - $728
|
3.6K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-11- 4.8% |
$689 - $728
|
218
$15.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-16- 0.05% |
$1K - $1.06K
|
35.3K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-29- 0.14% |
$1.82K - $1.92K
|
21.2K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-39- 1.72% |
$2.44K - $2.58K
|
2.22K
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-42- 0.66% |
$2.63K - $2.78K
|
6.3K
$452K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-45- 0.05% |
$2.82K - $2.98K
|
98.6K
$7.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-46- 1.01% |
$2.88K - $3.04K
|
4.53K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-50- 1.29% |
$3.13K - $3.31K
|
3.81K
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-50- 1.18% |
$3.13K - $3.31K
|
4.19K
$301K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-58- 0.32% |
$3.63K - $3.84K
|
17.9K
$1.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-69- 0.47% |
$4.32K - $4.57K
|
14.6K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-69- 0.17% |
$4.32K - $4.57K
|
39.6K
$2.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-77- 0.1% |
$4.82K - $5.1K
|
76.7K
$5.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-78- 1.1% |
$4.88K - $5.16K
|
6.99K
$503K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 4.87% |
$5.13K - $5.43K
|
1.6K
$115K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-85- 0.66% |
$5.32K - $5.63K
|
12.8K
$920K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-89- 1.67% |
$5.57K - $5.89K
|
5.24K
$377K
|