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 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
136KNew |
$7.98M - $8.7M
|
136K
$9.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
92+ 0.85% |
$5.41K - $5.9K
|
10.9K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.8KNew |
$870K - $949K
|
14.8K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.66KNew |
$274K - $299K
|
4.66K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
548New |
$32.2K - $35.1K
|
548
$39.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.5KNew |
$147K - $160K
|
2.5K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.11K- 42.16% |
$65.1K - $71K
|
1.52K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-527- 2.84% |
$31K - $33.8K
|
18K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
500+ 98.43% |
$29.4K - $32K
|
1.01K
$73.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1K- 1.78% |
$58.8K - $64.1K
|
55.3K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.14K+ 8.05% |
$126K - $137K
|
28.7K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
12.8K+ 11.45% |
$753K - $821K
|
125K
$9.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
325KNew |
$19.1M - $20.8M
|
325K
$23.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-125- 0.6% |
$7.35K - $8.01K
|
20.7K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
11KNew |
$647K - $705K
|
11K
$801K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
330New |
$19.4K - $21.2K
|
330
$24K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
518+ 0.56% |
$30.5K - $33.2K
|
93.5K
$6.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.31KNew |
$488K - $532K
|
8.31K
$605K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
24.7K+ 6.53% |
$1.45M - $1.59M
|
404K
$29.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-217- 18.45% |
$12.8K - $13.9K
|
959
$69.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
618New |
$36.3K - $39.6K
|
618
$45K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.61% |
$1.23K - $1.35K
|
3.49K
$254K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.33KNew |
$78.2K - $85.3K
|
1.33K
$96.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.14KNew |
$243K - $265K
|
4.14K
$301K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-875- 2.21% |
$51.4K - $56.1K
|
38.7K
$2.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
36+ 128.57% |
$2.12K - $2.31K
|
64
$4.66K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1K+ 1.48% |
$59K - $64.3K
|
68.6K
$4.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.2K- 3.45% |
$70.4K - $76.8K
|
33.5K
$2.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-361- 4.33% |
$21.2K - $23.1K
|
7.98K
$581K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7+ 0.15% |
$412 - $449
|
4.67K
$340K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
139New |
$8.17K - $8.91K
|
139
$10.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-327- 6.73% |
$19.2K - $21K
|
4.53K
$330K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.34% |
$705 - $769
|
3.56K
$259K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.3K+ 11.11% |
$76.6K - $83.5K
|
13K
$949K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.87K+ 47.5% |
$227K - $248K
|
12K
$874K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5.87KNew |
$345K - $376K
|
5.87K
$428K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.47% |
$58.8 - $64.1
|
69
$5.03K
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.85K- 9.99% |
$109K - $119K
|
16.7K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-400- 4.87% |
$23.5K - $25.6K
|
7.81K
$569K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.1K- 1.25% |
$64.4K - $70.2K
|
86.4K
$6.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
47New |
$2.76K - $3.01K
|
47
$3.42K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$193K - $211K
|
3.29K
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1- 0.01% |
$58.8 - $64.1
|
10.1K
$737K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.31KClosed |
$561K - $598K
|
0
$0
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
912New |
$55K - $58.6K
|
912
$66.4K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
203New |
$12.2K - $13K
|
203
$14.8K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.4KNew |
$567K - $604K
|
9.4K
$685K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
791+ 0.54% |
$47.7K - $50.8K
|
147K
$10.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.5K- 99.85% |
$874K - $931K
|
22
$1.6K
|
|