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 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.14K- 8.01% |
$71.1K - $75K
|
13.1K
$848K
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
181+ 0.99% |
$11.3K - $11.9K
|
18.5K
$1.2M
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-903- 0.85% |
$56.4K - $59.5K
|
106K
$6.85M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.3K+ 138.2% |
$706K - $745K
|
19.5K
$1.26M
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.81% |
$62.4 - $65.9
|
125
$8.11K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.6K- 21.46% |
$225K - $237K
|
13.2K
$854K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 0.03% |
$250 - $263
|
14.7K
$953K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2K+ 5.66% |
$125K - $132K
|
37.4K
$2.42M
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
625+ 9.54% |
$39K - $41.2K
|
7.18K
$465K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
517+ 3.89% |
$32.3K - $34.1K
|
13.8K
$896K
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-71- 4.27% |
$4.43K - $4.68K
|
1.59K
$103K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 0.56% |
$1.44K - $1.52K
|
4.15K
$269K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.92K- 15.3% |
$307K - $324K
|
27.2K
$1.77M
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
22+ 0.53% |
$1.37K - $1.45K
|
4.21K
$273K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.58% |
$749 - $790
|
2.07K
$134K
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 0.03% |
$624 - $659
|
29.7K
$1.93M
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-3.98K- 8.09% |
$249K - $262K
|
45.3K
$2.94M
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-44- 0.07% |
$2.75K - $2.9K
|
66.5K
$4.31M
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
213K+ 7.56% |
$13.3M - $14M
|
3.03M
$196M
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-107- 0.59% |
$6.68K - $7.05K
|
17.9K
$1.16M
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-397- 7.92% |
$24.8K - $26.2K
|
4.62K
$299K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.33K+ 31.22% |
$208K - $220K
|
14K
$909K
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-67- 0.27% |
$4.18K - $4.41K
|
24.7K
$1.6M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-7.27K- 6.24% |
$454K - $479K
|
109K
$7.09M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-288- 2.64% |
$18K - $19K
|
10.6K
$688K
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-141- 3.52% |
$8.8K - $9.29K
|
3.86K
$251K
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-9.6K- 7.95% |
$599K - $632K
|
111K
$7.21M
|
|
Q4 2023 | |||||||
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2- 0.06% |
$115 - $127
|
3.55K
$230K
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.33K+ 98.2% |
$191K - $211K
|
6.72K
$436K
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.2KNew |
$414K - $456K
|
7.2K
$467K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$575 - $634
|
10
$649
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$402 - $444
|
7
$454
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-83K- 69.67% |
$4.77M - $5.26M
|
36.1K
$2.34M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
863+ 15.05% |
$49.6K - $54.7K
|
6.6K
$428K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$144K - $159K
|
2.51K
$163K
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
11.6KNew |
$669K - $738K
|
11.6K
$755K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
248+ 83.5% |
$14.3K - $15.7K
|
545
$35.3K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
15.9K+ 33.29% |
$913K - $1.01M
|
63.6K
$4.12M
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
110KNew |
$6.29M - $6.94M
|
110K
$7.1M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$1.04M - $1.15M
|
18.2K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 29.8% |
$3.39K - $3.74K
|
139
$9.02K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
112New |
$6.44K - $7.1K
|
112
$7.26K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.35KNew |
$77.6K - $85.6K
|
1.35K
$87.6K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-88.7K- 22.61% |
$5.1M - $5.62M
|
304K
$19.7M
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 5.53% |
$11.5K - $12.7K
|
3.42K
$222K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.6K- 17.95% |
$207K - $228K
|
16.5K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-47- 0.11% |
$2.7K - $2.98K
|
44.3K
$2.87M
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.67KNew |
$211K - $232K
|
3.67K
$238K
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
91.7KNew |
$5.27M - $5.81M
|
91.7K
$5.95M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.66K+ 33.5% |
$95.4K - $105K
|
6.62K
$429K
|