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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.26K- 65.12% |
$81.4K - $90.4K
|
675
$48.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-23.1K- 88.24% |
$1.49M - $1.66M
|
3.08K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.17KNew |
$334K - $371K
|
5.17K
$373K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-419- 12.34% |
$27.1K - $30.1K
|
2.98K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-133- 3.53% |
$8.59K - $9.54K
|
3.64K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-389- 5.7% |
$25.1K - $27.9K
|
6.44K
$465K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.1% |
$64.6 - $71.8
|
996
$71.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.84K- 17.91% |
$119K - $132K
|
8.45K
$610K
|
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
8KNew |
$517K - $574K
|
8K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.53KNew |
$98.7K - $110K
|
1.53K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.98KNew |
$193K - $214K
|
2.98K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-550- 9.68% |
$35.5K - $39.5K
|
5.13K
$371K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.69% |
$64.6 - $71.8
|
60
$4.33K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 181.48% |
$3.16K - $3.52K
|
76
$5.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16New |
$1.03K - $1.15K
|
16
$1.16K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
162New |
$10.5K - $11.6K
|
162
$11.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.9K+ 7.66% |
$1.67M - $1.86M
|
364K
$26.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.4K+ 4.08% |
$1.44M - $1.61M
|
571K
$41.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$194K - $215K
|
3K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.87KNew |
$186K - $206K
|
2.87K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.29K- 42.74% |
$148K - $164K
|
3.06K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
477+ 64.81% |
$30.8K - $34.2K
|
1.21K
$87.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93KNew |
$189K - $210K
|
2.93K
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 13.01% |
$66K - $73.3K
|
6.84K
$494K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4.93K+ 4.58% |
$318K - $353K
|
112K
$8.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.58KNew |
$360K - $400K
|
5.58K
$403K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.6KNew |
$1.07M - $1.19M
|
16.6K
$1.2M
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.84KNew |
$428K - $453K
|
6.84K
$494K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-161- 2.34% |
$10.1K - $10.7K
|
6.72K
$485K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.61KNew |
$226K - $239K
|
3.61K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.84KNew |
$240K - $254K
|
3.84K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
71.3K+ 4395.99% |
$4.46M - $4.72M
|
72.9K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 26.47% |
$105K - $111K
|
4.64K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
127New |
$7.95K - $8.4K
|
127
$9.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125- 34.34% |
$7.83K - $8.27K
|
239
$17.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-962- 22.52% |
$60.2K - $63.7K
|
3.31K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-925- 18.81% |
$57.9K - $61.2K
|
3.99K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
12.8KNew |
$798K - $844K
|
12.8K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-785- 5.03% |
$49.1K - $52K
|
14.8K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
200+ 1.81% |
$12.5K - $13.2K
|
11.3K
$813K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-528- 11.42% |
$33.1K - $34.9K
|
4.1K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.27K+ 68.53% |
$142K - $150K
|
5.59K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.68KNew |
$105K - $111K
|
1.68K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
837+ 1.11% |
$52.4K - $55.4K
|
76.4K
$5.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-524- 2.79% |
$32.8K - $34.7K
|
18.2K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-455- 12.28% |
$28.5K - $30.1K
|
3.25K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100New |
$6.26K - $6.62K
|
100
$7.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-500- 12.66% |
$31.3K - $33.1K
|
3.45K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-222- 47.95% |
$13.9K - $14.7K
|
241
$17.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.62KNew |
$289K - $305K
|
4.62K
$333K
|
|