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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.9K+ 53.92% |
$2.55M - $2.69M
|
117K
$8.26M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 34.22% |
$114K - $121K
|
3.52K
$249K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
194New |
$12.1K - $12.8K
|
194
$13.7K
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1- 0.01% |
$62.4 - $65.9
|
7.01K
$496K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-268- 7.51% |
$16.7K - $17.7K
|
3.3K
$233K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
290KNew |
$18.1M - $19.1M
|
290K
$20.5M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.21K- 85.03% |
$388K - $409K
|
1.09K
$77.4K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$298K - $315K
|
4.78K
$338K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149New |
$9.3K - $9.81K
|
149
$10.5K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
242New |
$15.1K - $15.9K
|
242
$17.1K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
446+ 9.97% |
$27.8K - $29.4K
|
4.92K
$348K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.4KNew |
$1.15M - $1.21M
|
18.4K
$1.3M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
288K+ 251.74% |
$18M - $19M
|
403K
$28.5M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.02% |
$62.4 - $65.9
|
6.18K
$437K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-201- 1.74% |
$12.5K - $13.2K
|
11.4K
$803K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
200+ 1.0% |
$12.5K - $13.2K
|
20.3K
$1.44M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-34.8K- 71.28% |
$2.18M - $2.3M
|
14K
$994K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-82- 2.21% |
$5.12K - $5.4K
|
3.62K
$256K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-650- 8.63% |
$40.6K - $42.8K
|
6.88K
$487K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-375- 16.68% |
$23.4K - $24.7K
|
1.87K
$133K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 4.52% |
$10.1K - $10.6K
|
3.4K
$241K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
206New |
$12.9K - $13.6K
|
206
$14.6K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3.49KNew |
$218K - $230K
|
3.49K
$247K
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-700- 18.67% |
$43.7K - $46.1K
|
3.05K
$216K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-224- 7.17% |
$14K - $14.8K
|
2.9K
$205K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-672- 17.68% |
$42K - $44.3K
|
3.13K
$221K
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1K- 1.68% |
$62.4K - $65.9K
|
58.4K
$4.13M
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-952- 23.32% |
$59.4K - $62.7K
|
3.13K
$222K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$281K - $296K
|
4.5K
$318K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-634- 1.73% |
$39.6K - $41.8K
|
36K
$2.55M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-10.1K- 36.45% |
$633K - $668K
|
17.7K
$1.25M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.17KNew |
$198K - $209K
|
3.17K
$224K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$162K - $171K
|
2.59K
$183K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.83K- 47.44% |
$176K - $186K
|
3.13K
$222K
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.45KNew |
$215K - $227K
|
3.45K
$244K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-236- 33.1% |
$14.7K - $15.5K
|
477
$33.7K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.85K- 99.2% |
$115K - $122K
|
15
$1.06K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.45% |
$4.37K - $4.61K
|
4.77K
$337K
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.64K- 75.8% |
$102K - $108K
|
524
$37.1K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-12.3K- 26.34% |
$767K - $809K
|
34.3K
$2.43M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
42KNew |
$2.62M - $2.77M
|
42K
$2.97M
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.44K+ 106.12% |
$277K - $292K
|
8.62K
$610K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.2% |
$1.12K - $1.19K
|
9.14K
$646K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-104- 92.86% |
$6.49K - $6.85K
|
8
$566
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.51K- 80.05% |
$157K - $165K
|
625
$44.2K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.59K- 57.88% |
$286K - $302K
|
3.34K
$236K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-900- 21.67% |
$56.2K - $59.3K
|
3.25K
$230K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.3K+ 66.4% |
$144K - $152K
|
5.76K
$408K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.9KNew |
$306K - $323K
|
4.9K
$347K
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
35.5K+ 114.71% |
$2.21M - $2.34M
|
66.4K
$4.7M
|