Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Low (SPLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.14% |
$375 - $395
|
4.29K
$278K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$687 - $725
|
6.69K
$434K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-10K- 36.17% |
$626K - $661K
|
17.7K
$1.15M
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-48- 1.5% |
$3K - $3.16K
|
3.15K
$204K
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
228+ 0.88% |
$14.2K - $15K
|
26.2K
$1.7M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
39+ 0.16% |
$2.43K - $2.57K
|
23.9K
$1.55M
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-351- 1.37% |
$21.9K - $23.1K
|
25.2K
$1.64M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15K+ 218.01% |
$936K - $987K
|
21.9K
$1.42M
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
14+ 0.25% |
$874 - $922
|
5.71K
$370K
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-660- 14.32% |
$41.2K - $43.5K
|
3.95K
$256K
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.71K- 9.55% |
$106K - $112K
|
16.1K
$1.05M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
364+ 4.09% |
$22.7K - $24K
|
9.27K
$601K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-116- 2.61% |
$7.24K - $7.64K
|
4.32K
$280K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.51K- 80.05% |
$157K - $165K
|
625
$40.5K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.3K- 12.99% |
$641K - $677K
|
68.8K
$4.46M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.59K- 57.88% |
$286K - $302K
|
3.34K
$216K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
186+ 0.38% |
$11.6K - $12.3K
|
48.9K
$3.17M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
698+ 8.64% |
$43.6K - $46K
|
8.77K
$569K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-560- 6.22% |
$35K - $36.9K
|
8.45K
$548K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$62.4 - $65.9
|
5.33K
$346K
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-115- 1.08% |
$7.18K - $7.58K
|
10.5K
$684K
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 30.9% |
$707K - $746K
|
25.3K
$1.64M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9.92K- 72.87% |
$619K - $654K
|
3.69K
$240K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46- 4.8% |
$2.87K - $3.03K
|
913
$59.2K
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
523+ 1.79% |
$32.7K - $34.5K
|
29.7K
$1.93M
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-190- 3.99% |
$11.9K - $12.5K
|
4.57K
$297K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
182+ 2.9% |
$11.4K - $12K
|
6.46K
$419K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.39K- 12.17% |
$86.7K - $91.5K
|
10K
$650K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-866K- 70.06% |
$54M - $57M
|
370K
$24M
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-900- 21.67% |
$56.2K - $59.3K
|
3.25K
$211K
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-96- 0.12% |
$5.99K - $6.32K
|
77.6K
$5.03M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.84K+ 49.01% |
$302K - $319K
|
14.7K
$955K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-32.9K- 4.8% |
$2.05M - $2.16M
|
651K
$42.2M
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.12KNew |
$195K - $206K
|
3.12K
$202K
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
10.8K+ 38.33% |
$673K - $711K
|
38.9K
$2.52M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.3K+ 66.4% |
$144K - $152K
|
5.76K
$374K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.55K- 2.12% |
$96.9K - $102K
|
71.8K
$4.66M
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
975+ 2.23% |
$60.9K - $64.2K
|
44.7K
$2.9M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.9KNew |
$306K - $323K
|
4.9K
$318K
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
35.5K+ 114.71% |
$2.21M - $2.34M
|
66.4K
$4.31M
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
18+ 0.37% |
$1.12K - $1.19K
|
4.92K
$319K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.43K- 7.7% |
$277K - $292K
|
53.1K
$3.45M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-3.05K- 3.03% |
$190K - $201K
|
97.6K
$6.33M
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 149.25% |
$18.7K - $19.8K
|
501
$32.5K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
162New |
$10.1K - $10.7K
|
162
$10.5K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
3.18KNew |
$199K - $210K
|
3.18K
$206K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
6.96KNew |
$434K - $458K
|
6.96K
$451K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96K+ 33.37% |
$122K - $129K
|
7.84K
$509K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.46M+ 6354.66% |
$154M - $162M
|
2.5M
$162M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.7K+ 48.43% |
$231K - $244K
|
11.3K
$735K
|