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 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38.5K+ 124.8% |
$2.49M - $2.76M
|
69.4K
$5.09M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2New |
$129 - $144
|
2
$147
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 1.42% |
$19K - $21.2K
|
20.5K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.26% |
$258 - $287
|
1.57K
$115K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 5.26% |
$64.6 - $71.8
|
20
$1.47K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-8- 0.37% |
$517 - $574
|
2.18K
$160K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
245K+ 298.22% |
$15.8M - $17.6M
|
328K
$24M
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.9KNew |
$252K - $280K
|
3.9K
$286K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.66K- 91.62% |
$237K - $263K
|
335
$24.6K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.1K- 50.33% |
$265K - $294K
|
4.05K
$297K
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.69M - $1.88M
|
26.2K
$1.92M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
426New |
$27.5K - $30.6K
|
426
$31.2K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$775 - $861
|
5.7K
$418K
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-913- 6.31% |
$59K - $65.5K
|
13.6K
$994K
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.85KNew |
$184K - $205K
|
2.85K
$209K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7+ 0.07% |
$452 - $502
|
9.8K
$718K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.76KNew |
$501K - $556K
|
7.76K
$569K
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-109- 2.19% |
$7.04K - $7.82K
|
4.86K
$356K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-20- 0.9% |
$1.29K - $1.44K
|
2.2K
$162K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-535- 15.64% |
$34.5K - $38.4K
|
2.89K
$212K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.26K- 65.12% |
$81.4K - $90.4K
|
675
$49.5K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-23.1K- 88.24% |
$1.49M - $1.66M
|
3.08K
$226K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.17KNew |
$334K - $371K
|
5.17K
$379K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-419- 12.34% |
$27.1K - $30.1K
|
2.98K
$218K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-133- 3.53% |
$8.59K - $9.54K
|
3.64K
$267K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.1% |
$64.6 - $71.8
|
996
$73K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.84K- 17.91% |
$119K - $132K
|
8.45K
$619K
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
8KNew |
$517K - $574K
|
8K
$587K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.53KNew |
$98.7K - $110K
|
1.53K
$112K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.98KNew |
$193K - $214K
|
2.98K
$219K
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-550- 9.68% |
$35.5K - $39.5K
|
5.13K
$376K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.69% |
$64.6 - $71.8
|
60
$4.4K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 181.48% |
$3.16K - $3.52K
|
76
$5.57K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16New |
$1.03K - $1.15K
|
16
$1.17K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
162New |
$10.5K - $11.6K
|
162
$11.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.9K+ 7.66% |
$1.67M - $1.86M
|
364K
$26.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.4K+ 4.08% |
$1.44M - $1.61M
|
571K
$41.9M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$194K - $215K
|
3K
$220K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.87KNew |
$186K - $206K
|
2.87K
$211K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.29K- 42.74% |
$148K - $164K
|
3.06K
$225K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93KNew |
$189K - $210K
|
2.93K
$215K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 13.01% |
$66K - $73.3K
|
6.84K
$501K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4.93K+ 4.58% |
$318K - $353K
|
112K
$8.24M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.58KNew |
$360K - $400K
|
5.58K
$409K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.6KNew |
$1.07M - $1.19M
|
16.6K
$1.21M
|
|
Q2 2024 | |||||||
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.84KNew |
$428K - $453K
|
6.84K
$502K
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-161- 2.34% |
$10.1K - $10.7K
|
6.72K
$492K
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.61KNew |
$226K - $239K
|
3.61K
$265K
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.84KNew |
$240K - $254K
|
3.84K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
71.3K+ 4395.99% |
$4.46M - $4.72M
|
72.9K
$5.34M
|