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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
201+ 5.43% |
$13K - $14.4K
|
3.9K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
200+ 5.56% |
$12.9K - $14.4K
|
3.8K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
184+ 8.37% |
$11.9K - $13.2K
|
2.38K
$171K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
177+ 0.39% |
$11.4K - $12.7K
|
45.8K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
173+ 0.72% |
$11.2K - $12.4K
|
24.1K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
173+ 1.75% |
$11.2K - $12.4K
|
10K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
171+ 2.23% |
$11K - $12.3K
|
7.84K
$564K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
162New |
$10.5K - $11.6K
|
162
$11.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
162+ 0.59% |
$10.5K - $11.6K
|
27.7K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
155+ 1.05% |
$10K - $11.1K
|
14.9K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
142+ 3.34% |
$9.17K - $10.2K
|
4.39K
$316K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
139+ 2.79% |
$8.98K - $9.97K
|
5.12K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
127+ 0.38% |
$8.2K - $9.11K
|
33.2K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
104+ 0.76% |
$6.72K - $7.46K
|
13.8K
$990K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
102New |
$6.59K - $7.32K
|
102
$7.34K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
99+ 3.69% |
$6.39K - $7.1K
|
2.79K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
84+ 0.39% |
$5.42K - $6.03K
|
21.9K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
82+ 0.48% |
$5.29K - $5.88K
|
17.3K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
81+ 0.61% |
$5.23K - $5.81K
|
13.5K
$969K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
80+ 1.92% |
$5.17K - $5.74K
|
4.25K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
64+ 0.17% |
$4.13K - $4.59K
|
37.2K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
64+ 0.84% |
$4.13K - $4.59K
|
7.7K
$554K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
55+ 1.19% |
$3.55K - $3.95K
|
4.67K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
53+ 1.2% |
$3.42K - $3.8K
|
4.49K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 12.59% |
$3.29K - $3.66K
|
456
$32.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 181.48% |
$3.16K - $3.52K
|
76
$5.47K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
45New |
$2.91K - $3.23K
|
45
$3.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.45% |
$2.84K - $3.16K
|
9.85K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43+ 0.15% |
$2.78K - $3.09K
|
28K
$2.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
42+ 0.43% |
$2.71K - $3.01K
|
9.8K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
39+ 1.51% |
$2.52K - $2.8K
|
2.63K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
39+ 0.34% |
$2.52K - $2.8K
|
11.5K
$829K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
35+ 0.44% |
$2.26K - $2.51K
|
7.9K
$569K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
34+ 0.3% |
$2.2K - $2.44K
|
11.3K
$811K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
32+ 0.46% |
$2.07K - $2.3K
|
6.93K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32+ 0.03% |
$2.07K - $2.3K
|
117K
$8.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29+ 0.16% |
$1.87K - $2.08K
|
18.6K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
22+ 0.69% |
$1.42K - $1.58K
|
3.19K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
21+ 0.65% |
$1.36K - $1.51K
|
3.24K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21+ 0.13% |
$1.36K - $1.51K
|
15.9K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.51% |
$1.23K - $1.36K
|
3.72K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
18+ 0.36% |
$1.16K - $1.29K
|
4.96K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
17+ 0.4% |
$1.1K - $1.22K
|
4.29K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17+ 0.4% |
$1.1K - $1.22K
|
4.25K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16New |
$1.03K - $1.15K
|
16
$1.15K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
15+ 0.44% |
$969 - $1.08K
|
3.42K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
15+ 0.14% |
$969 - $1.08K
|
10.6K
$761K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15+ 0.24% |
$969 - $1.08K
|
6.25K
$450K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
15+ 0.33% |
$969 - $1.08K
|
4.63K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
14+ 0.28% |
$904 - $1K
|
4.95K
$356K
|