Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.25K+ 4.24% |
$80.9K - $89.9K
|
30.8K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.2K+ 15.06% |
$77.6K - $86.3K
|
9.18K
$661K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.15K+ 11.33% |
$74.4K - $82.7K
|
11.3K
$815K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.08KNew |
$69.4K - $77.1K
|
1.08K
$77.4K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1.06K+ 0.22% |
$68.5K - $76.1K
|
476K
$34.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 3.41% |
$65.9K - $73.2K
|
30.9K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
900+ 2.86% |
$58.1K - $64.6K
|
32.4K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
879+ 11.38% |
$56.8K - $63.1K
|
8.6K
$619K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
862+ 7.13% |
$55.7K - $61.9K
|
13K
$932K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
855+ 2.64% |
$55.2K - $61.4K
|
33.2K
$2.39M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
850New |
$54.9K - $61K
|
850
$61.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
837+ 0.99% |
$54K - $60.1K
|
85K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
822+ 18.62% |
$53.1K - $59K
|
5.24K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
757+ 14.44% |
$48.9K - $54.3K
|
6K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
733+ 33.79% |
$47.3K - $52.6K
|
2.9K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
700New |
$45.2K - $50.2K
|
700
$50.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
694+ 16.5% |
$44.8K - $49.8K
|
4.9K
$353K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
680+ 5.57% |
$43.9K - $48.8K
|
12.9K
$927K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
670+ 10.09% |
$43.3K - $48.1K
|
7.31K
$526K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
640+ 0.58% |
$41.3K - $45.9K
|
112K
$8.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
608+ 2.72% |
$39.3K - $43.6K
|
23K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
608+ 3.34% |
$39.3K - $43.6K
|
18.8K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
603+ 3.76% |
$38.9K - $43.3K
|
16.7K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
564+ 70.59% |
$36.4K - $40.5K
|
1.36K
$98.1K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
564+ 1.39% |
$36.4K - $40.5K
|
41.1K
$2.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
540+ 6.93% |
$34.9K - $38.8K
|
8.33K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
536+ 1.31% |
$34.6K - $38.5K
|
41.6K
$2.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
522+ 0.49% |
$33.7K - $37.5K
|
107K
$7.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
500+ 8.52% |
$32.3K - $35.9K
|
6.37K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
490+ 5.89% |
$31.6K - $35.2K
|
8.81K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
487+ 1.87% |
$31.4K - $34.9K
|
26.5K
$1.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
477+ 64.81% |
$30.8K - $34.2K
|
1.21K
$87.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
469+ 418.75% |
$30.3K - $33.7K
|
581
$41.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
440+ 2.3% |
$28.4K - $31.6K
|
19.6K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
426New |
$27.5K - $30.6K
|
426
$30.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
420+ 6.08% |
$27.1K - $30.1K
|
7.33K
$528K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
408+ 1.09% |
$26.3K - $29.3K
|
37.7K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
402+ 3.22% |
$26K - $28.8K
|
12.9K
$929K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
401+ 81.5% |
$25.9K - $28.8K
|
893
$64.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
363+ 22.66% |
$23.4K - $26K
|
1.97K
$141K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
358+ 1.96% |
$23.1K - $25.7K
|
18.6K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
341+ 1.91% |
$22K - $24.5K
|
18.2K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
280+ 12.76% |
$18.1K - $20.1K
|
2.48K
$178K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
252+ 0.18% |
$16.3K - $18.1K
|
138K
$9.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
248+ 113.76% |
$16K - $17.8K
|
466
$33.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
222+ 1.55% |
$14.3K - $15.9K
|
14.6K
$1.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
218+ 0.42% |
$14.1K - $15.6K
|
51.6K
$3.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
210+ 4.12% |
$13.6K - $15.1K
|
5.31K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207+ 0.1% |
$13.4K - $14.9K
|
218K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
204+ 1.4% |
$13.2K - $14.6K
|
14.8K
$1.06M
|