Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.86K+ 16.88% |
$166K - $192K
|
19.8K
$1.41M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.81K+ 6.53% |
$163K - $188K
|
45.9K
$3.27M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.55KNew |
$147K - $171K
|
2.55K
$182K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.5KNew |
$144K - $167K
|
2.5K
$178K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.43K+ 1.25% |
$141K - $163K
|
197K
$14M
|
|
Oct 18, 2022
Q3 2022
|
Genworth Financial Inc
|
BUY
|
- |
2.38K+ 0.54% |
$138K - $160K
|
442K
$31.5M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.37K+ 29.21% |
$137K - $159K
|
10.5K
$748K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.35K+ 4.39% |
$136K - $157K
|
55.8K
$3.98M
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.29K+ 5.43% |
$132K - $153K
|
44.4K
$3.17M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.22K+ 6.23% |
$128K - $148K
|
37.8K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.17K+ 52.3% |
$126K - $146K
|
6.33K
$451K
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
2.14K+ 1.34% |
$124K - $143K
|
162K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.09K+ 9.92% |
$121K - $140K
|
23.1K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.72K+ 27.06% |
$99.2K - $115K
|
8.05K
$575K
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.65K+ 46.97% |
$95.2K - $110K
|
5.15K
$367K
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 18.67% |
$93.7K - $109K
|
10.3K
$735K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.6K+ 3.74% |
$92.3K - $107K
|
44.3K
$3.16M
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
1.46K+ 3.84% |
$84.4K - $97.9K
|
39.5K
$2.82M
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
1.4K+ 1.18% |
$81K - $93.8K
|
120K
$8.56M
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.32K+ 22.2% |
$76.2K - $88.3K
|
7.25K
$517K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.32K+ 8.43% |
$76.1K - $88.2K
|
16.9K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.3K+ 27.91% |
$75.2K - $87.2K
|
5.96K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.26K+ 2.79% |
$72.6K - $84.1K
|
46.2K
$3.29M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.24K+ 8.99% |
$71.4K - $82.8K
|
15K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.22K+ 2.85% |
$70.5K - $81.7K
|
44K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.12K+ 1.92% |
$64.7K - $75K
|
59.4K
$4.24M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$57.8K - $67K
|
1K
$71.3K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
984+ 4.15% |
$56.9K - $66K
|
24.7K
$1.76M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
981+ 0.31% |
$56.7K - $65.8K
|
322K
$22.9M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
965+ 12.32% |
$55.8K - $64.7K
|
8.8K
$628K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
962+ 2.71% |
$55.6K - $64.5K
|
36.4K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
958+ 10.39% |
$55.4K - $64.2K
|
10.2K
$726K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
955New |
$55.2K - $64K
|
955
$68.1K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
946New |
$54.7K - $63.4K
|
946
$67.5K
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
940+ 18.84% |
$54.4K - $63K
|
5.93K
$423K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
916+ 2.66% |
$53K - $61.4K
|
35.3K
$2.52M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
912New |
$52.7K - $61.1K
|
912
$65.1K
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
897+ 11.49% |
$51.9K - $60.1K
|
8.71K
$621K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
882+ 6.93% |
$51K - $59.1K
|
13.6K
$971K
|
|
Nov 03, 2022
Q3 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
876+ 1.02% |
$50.7K - $58.7K
|
86.5K
$6.17M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
819+ 4.99% |
$47.4K - $54.9K
|
17.2K
$1.23M
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
795+ 10.56% |
$46K - $53.3K
|
8.33K
$594K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
785+ 4.15% |
$45.4K - $52.6K
|
19.7K
$1.4M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
738+ 10.91% |
$42.7K - $49.5K
|
7.5K
$535K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
686+ 56.05% |
$39.7K - $46K
|
1.91K
$136K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
661+ 13.93% |
$38.2K - $44.3K
|
5.41K
$386K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
649+ 3.74% |
$37.5K - $43.5K
|
18K
$1.29M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
646+ 0.63% |
$37.4K - $43.3K
|
103K
$7.37M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
640New |
$37K - $42.9K
|
640
$45.7K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
619+ 0.47% |
$35.8K - $41.5K
|
134K
$9.53M
|