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 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149New |
$9.3K - $9.81K
|
149
$10.9K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
446+ 9.97% |
$27.8K - $29.4K
|
4.92K
$358K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
288K+ 251.74% |
$18M - $19M
|
403K
$29.3M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-201- 1.74% |
$12.5K - $13.2K
|
11.4K
$827K
|
|
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
$1.48M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-82- 2.21% |
$5.12K - $5.4K
|
3.62K
$264K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-650- 8.63% |
$40.6K - $42.8K
|
6.88K
$501K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-375- 16.68% |
$23.4K - $24.7K
|
1.87K
$136K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
206New |
$12.9K - $13.6K
|
206
$15K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3.49KNew |
$218K - $230K
|
3.49K
$254K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-672- 17.68% |
$42K - $44.3K
|
3.13K
$228K
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-952- 23.32% |
$59.4K - $62.7K
|
3.13K
$228K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$281K - $296K
|
4.5K
$328K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-634- 1.73% |
$39.6K - $41.8K
|
36K
$2.62M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-10.1K- 36.45% |
$633K - $668K
|
17.7K
$1.29M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.17KNew |
$198K - $209K
|
3.17K
$231K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$162K - $171K
|
2.59K
$189K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.83K- 47.44% |
$176K - $186K
|
3.13K
$228K
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.45KNew |
$215K - $227K
|
3.45K
$251K
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.64K- 75.8% |
$102K - $108K
|
524
$38.2K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-12.3K- 26.34% |
$767K - $809K
|
34.3K
$2.5M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
42KNew |
$2.62M - $2.77M
|
42K
$3.06M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.2% |
$1.12K - $1.19K
|
9.14K
$665K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.51K- 80.05% |
$157K - $165K
|
625
$45.5K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.59K- 57.88% |
$286K - $302K
|
3.34K
$243K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-900- 21.67% |
$56.2K - $59.3K
|
3.25K
$237K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.9KNew |
$306K - $323K
|
4.9K
$357K
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
35.5K+ 114.71% |
$2.21M - $2.34M
|
66.4K
$4.84M
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
3.18KNew |
$199K - $210K
|
3.18K
$232K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
6.96KNew |
$434K - $458K
|
6.96K
$507K
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-71- 4.27% |
$4.43K - $4.68K
|
1.59K
$116K
|
|
Q4 2023 | |||||||
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.08KNew |
$407K - $449K
|
7.08K
$516K
|
|
Aug 08, 2024
Q4 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-78K- 66.1% |
$4.48M - $4.95M
|
40K
$2.91M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$575 - $634
|
10
$728
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$402 - $444
|
7
$510
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-83K- 69.67% |
$4.77M - $5.26M
|
36.1K
$2.63M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$144K - $159K
|
2.51K
$183K
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
11.6KNew |
$669K - $738K
|
11.6K
$847K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
248+ 83.5% |
$14.3K - $15.7K
|
545
$39.7K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
15.9K+ 33.29% |
$913K - $1.01M
|
63.6K
$4.63M
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
110KNew |
$6.29M - $6.94M
|
110K
$7.97M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$1.04M - $1.15M
|
18.2K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-47- 0.11% |
$2.7K - $2.98K
|
44.3K
$3.23M
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
91.7KNew |
$5.27M - $5.81M
|
91.7K
$6.68M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-152- 3.99% |
$8.74K - $9.64K
|
3.65K
$266K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.33K- 3.29% |
$76.6K - $84.5K
|
39.2K
$2.85M
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
4.55KNew |
$262K - $289K
|
4.55K
$332K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-33- 17.01% |
$1.9K - $2.09K
|
161
$11.7K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
77.8KNew |
$4.47M - $4.93M
|
77.8K
$5.67M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.53K- 6.39% |
$146K - $161K
|
37.1K
$2.7M
|