Cambridge Investment Research Advisors, Inc. Invesco S&P 500 Value With Mom Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 08, 2023	BUY	$45.48 - $52.25 $362,020 - $415,910	7,960 Added 84.19%	17,415 $859,000
Q3 2022 Oct 17, 2022	SELL	$44.27 - $51.47 $1.15 Million - $1.34 Million	-25,950 Reduced 73.29%	9,455 $0
Q2 2022 Jul 13, 2022	BUY	$45.44 - $55.67 $204,161 - $250,125	4,493 Added 14.53%	35,405 $1.64 Million
Q1 2022 May 12, 2022	BUY	$50.63 - $55.29 $1.02 Million - $1.11 Million	20,111 Added 186.2%	30,912 $1.67 Million
Q4 2021 Feb 03, 2022	SELL	$48.62 - $52.05 $2,771 - $2,966	-57 Reduced 0.52%	10,801 $557,000
Q3 2021 Nov 02, 2021	BUY	$46.53 - $50.63 $294,255 - $320,184	6,324 Added 139.48%	10,858 $524,000
Q2 2021 Aug 10, 2021	BUY	$46.51 - $50.58 $744 - $809	16 Added 0.35%	4,534 $221,000
Q1 2021 May 07, 2021	BUY	$40.12 - $46.77 $181,262 - $211,306	4,518 New	4,518 $209,000
Q2 2019 Aug 15, 2019	SELL	$37.67 - $40.3 $309,722 - $331,346	-8,222 Closed	0 $0
Q1 2019 May 08, 2019	BUY	$33.92 - $39.1 $28,051 - $32,335	827 Added 11.18%	8,222 $0
Q4 2018 Feb 05, 2019	SELL	$32.62 - $39.48 $74,830 - $90,567	-2,294 Reduced 23.68%	7,395 $252,000
Q3 2018 Nov 02, 2018	BUY	$37.39 - $40.11 $1,233 - $1,323	33 Added 0.34%	9,689 $0
Q2 2018 Aug 10, 2018	BUY	$36.72 - $39.07 $354,568 - $377,259	9,656 New	9,656 $0

Others Institutions Holding SPVM

# of Institutions

Shares Held

487K

Call Options Held

Put Options Held

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