Purchases and Sales Made in Q3 2021 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 2021. 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 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$116K - $123K
|
1.9K
$140K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.87KNew |
$114K - $121K
|
1.87K
$138K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.83K+ 4.42% |
$111K - $118K
|
43.3K
$3.19M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.69K+ 9.94% |
$103K - $109K
|
18.7K
$1.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.66K+ 1.57% |
$101K - $107K
|
108K
$7.94M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.46K+ 2.63% |
$88.6K - $94.2K
|
56.9K
$4.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.21K+ 20.77% |
$73.4K - $78.1K
|
7.02K
$518K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 1.32% |
$68.6K - $72.9K
|
86.8K
$6.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
1.1K+ 0.65% |
$66.6K - $70.8K
|
170K
$12.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
1.08K+ 0.69% |
$65.5K - $69.6K
|
157K
$11.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.06K+ 2.25% |
$64.4K - $68.4K
|
48K
$3.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 11.71% |
$62.4K - $66.3K
|
9.78K
$721K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.03K+ 16.15% |
$62.4K - $66.3K
|
7.37K
$544K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 82.71% |
$60.8K - $64.7K
|
2.21K
$163K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$60.8K - $64.7K
|
1K
$73.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
958+ 2.72% |
$58.3K - $62K
|
36.2K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
933+ 199.79% |
$56.8K - $60.3K
|
1.4K
$103K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
921+ 157.98% |
$56K - $59.6K
|
1.5K
$111K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
893+ 2.68% |
$54.3K - $57.8K
|
34.2K
$2.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
821+ 1.53% |
$49.9K - $53.1K
|
54.5K
$4.02M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
814+ 29.86% |
$49.5K - $52.6K
|
3.54K
$261K
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
799+ 3.23% |
$48.6K - $51.7K
|
25.5K
$1.88M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
763+ 2.23% |
$46.4K - $49.3K
|
35K
$2.59M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
755+ 6.55% |
$45.9K - $48.8K
|
12.3K
$906K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
750New |
$45.6K - $48.5K
|
750
$55.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
661+ 2.69% |
$40.2K - $42.7K
|
25.2K
$1.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
660+ 2.06% |
$40.2K - $42.7K
|
32.7K
$2.41M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
660New |
$40.2K - $42.7K
|
660
$48.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
607+ 9.22% |
$36.9K - $39.3K
|
7.19K
$530K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
602+ 11.41% |
$36.6K - $38.9K
|
5.88K
$434K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
580New |
$35.3K - $37.5K
|
580
$42.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
570+ 10.49% |
$34.7K - $36.9K
|
6K
$443K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
554New |
$33.7K - $35.8K
|
554
$40.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 2.59% |
$30.4K - $32.3K
|
19.8K
$1.46M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
500+ 12.91% |
$30.4K - $32.3K
|
4.37K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
499New |
$30.4K - $32.3K
|
499
$36.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
444New |
$27K - $28.7K
|
444
$32.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
434New |
$26.4K - $28.1K
|
434
$32K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
434+ 1550.0% |
$26.4K - $28.1K
|
462
$34.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
417+ 1.61% |
$25.4K - $27K
|
26.4K
$1.95M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
406+ 9.63% |
$24.7K - $26.3K
|
4.62K
$341K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
400New |
$24.3K - $25.9K
|
400
$29.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400+ 133.33% |
$24.3K - $25.9K
|
700
$51.6K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
388+ 0.76% |
$23.6K - $25.1K
|
51.5K
$3.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
383+ 1.04% |
$23.3K - $24.8K
|
37.1K
$2.74M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
370+ 0.77% |
$22.5K - $23.9K
|
48.2K
$3.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
369+ 18.27% |
$22.4K - $23.9K
|
2.39K
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
363+ 2.21% |
$22.1K - $23.5K
|
16.8K
$1.24M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
355+ 41.09% |
$21.6K - $23K
|
1.22K
$89.9K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
352+ 2.58% |
$21.4K - $22.8K
|
14K
$1.03M
|