Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-31- 0.58% |
$1.78K - $1.97K
|
5.33K
$384K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-32- 5.32% |
$1.84K - $2.03K
|
570
$41K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-33- 17.01% |
$1.9K - $2.09K
|
161
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-45- 16.36% |
$2.59K - $2.85K
|
230
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-47- 0.11% |
$2.7K - $2.98K
|
44.3K
$3.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-50- 1.47% |
$2.87K - $3.17K
|
3.35K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-50- 0.29% |
$2.87K - $3.17K
|
17.4K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-51- 0.2% |
$2.93K - $3.23K
|
25.9K
$1.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-53- 1.51% |
$3.05K - $3.36K
|
3.45K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-58- 0.39% |
$3.33K - $3.68K
|
14.7K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 29.8% |
$3.39K - $3.74K
|
139
$10K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-59- 0.17% |
$3.39K - $3.74K
|
33.7K
$2.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-60- 0.56% |
$3.45K - $3.8K
|
10.7K
$767K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 6.13% |
$4.6K - $5.07K
|
1.22K
$88.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-80- 9.8% |
$4.6K - $5.07K
|
736
$53K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-81- 1.86% |
$4.66K - $5.14K
|
4.28K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-83- 1.71% |
$4.77K - $5.26K
|
4.77K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-87- 1.68% |
$5K - $5.52K
|
5.1K
$367K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-99- 0.72% |
$5.69K - $6.28K
|
13.7K
$987K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-100- 1.02% |
$5.75K - $6.34K
|
9.69K
$698K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-110- 0.81% |
$6.32K - $6.97K
|
13.5K
$969K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-116- 0.12% |
$6.67K - $7.35K
|
93.3K
$6.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-117- 2.27% |
$6.73K - $7.42K
|
5.04K
$363K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-125- 0.98% |
$7.19K - $7.93K
|
12.6K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-125- 3.38% |
$7.19K - $7.93K
|
3.57K
$257K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-131- 5.71% |
$7.53K - $8.31K
|
2.17K
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-132- 3.2% |
$7.59K - $8.37K
|
4K
$288K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-143- 23.52% |
$8.22K - $9.07K
|
465
$33.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-144- 2.88% |
$8.28K - $9.13K
|
4.86K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-145- 2.82% |
$8.33K - $9.19K
|
5K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-152- 3.99% |
$8.74K - $9.64K
|
3.65K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-153- 0.82% |
$8.79K - $9.7K
|
18.5K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-154- 0.43% |
$8.85K - $9.76K
|
35.3K
$2.54M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-160- 1.93% |
$9.2K - $10.1K
|
8.12K
$584K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-167- 87.43% |
$9.6K - $10.6K
|
24
$1.73K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-170- 1.13% |
$9.77K - $10.8K
|
14.9K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-175- 0.45% |
$10.1K - $11.1K
|
38.6K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-192- 3.61% |
$11K - $12.2K
|
5.13K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 5.53% |
$11.5K - $12.7K
|
3.42K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-202- 19.13% |
$11.6K - $12.8K
|
854
$61.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-207- 4.5% |
$11.9K - $13.1K
|
4.4K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-212- 1.3% |
$12.2K - $13.4K
|
16.1K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-228- 1.27% |
$13.1K - $14.5K
|
17.8K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-231- 2.76% |
$13.3K - $14.6K
|
8.13K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-242- 2.68% |
$13.9K - $15.3K
|
8.78K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-242- 1.83% |
$13.9K - $15.3K
|
13K
$934K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-245- 2.95% |
$14.1K - $15.5K
|
8.07K
$581K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-250- 4.59% |
$14.4K - $15.9K
|
5.2K
$374K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-261- 1.82% |
$15K - $16.5K
|
14.1K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-267- 6.13% |
$15.3K - $16.9K
|
4.09K
$295K
|