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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
16+ 0.47% |
$964 - $1.03K
|
3.45K
$253K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.65K- 95.11% |
$160K - $170K
|
136
$9.97K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$422 - $450
|
3.31K
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
12.9KNew |
$779K - $830K
|
12.9K
$947K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$24.1K - $25.7K
|
400
$29.3K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-238- 6.91% |
$14.3K - $15.3K
|
3.21K
$235K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-949- 18.8% |
$57.2K - $61K
|
4.1K
$301K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-134- 19.09% |
$8.08K - $8.61K
|
568
$41.6K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.12K- 7.71% |
$188K - $200K
|
37.3K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
107+ 1.88% |
$6.45K - $6.87K
|
5.78K
$424K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-3.12K- 7.71% |
$188K - $200K
|
37.3K
$2.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-159K- 43.38% |
$9.58M - $10.2M
|
207K
$15.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.3K- 35.05% |
$139K - $148K
|
4.26K
$312K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
558New |
$33.6K - $35.8K
|
558
$40.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160- 60.15% |
$9.64K - $10.3K
|
106
$7.77K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-3.59K- 14.96% |
$216K - $230K
|
20.4K
$1.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.43K- 48.53% |
$568K - $606K
|
10K
$733K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.83K- 26.49% |
$110K - $118K
|
5.09K
$373K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.87K- 29.38% |
$113K - $120K
|
4.49K
$329K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
90.9KNew |
$5.48M - $5.84M
|
90.9K
$6.67M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
BUY
|
- |
724New |
$43.6K - $46.5K
|
724
$53.1K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.36KNew |
$263K - $280K
|
4.36K
$319K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-37Closed |
$2.2K - $2.41K
|
0
$0
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
17.2K+ 58.5% |
$1.02M - $1.12M
|
46.6K
$3.42M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$11.9K - $13K
|
0
$0
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11.4KClosed |
$678K - $741K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.13K+ 28.59% |
$305K - $333K
|
23.1K
$1.69M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.25KNew |
$74.4K - $81.3K
|
1.25K
$91.6K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53New |
$3.15K - $3.45K
|
53
$3.89K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 66.95% |
$190K - $207K
|
1.58K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
38.7KNew |
$2.3M - $2.51M
|
38.7K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35- 0.85% |
$2.08K - $2.28K
|
4.08K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-529- 72.57% |
$31.5K - $34.4K
|
200
$14.7K
|
|
|
May 12, 2023
Q1 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
165KNew |
$9.81M - $10.7M
|
165K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-748- 3.3% |
$44.5K - $48.6K
|
21.9K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 10.45% |
$265K - $289K
|
38.1K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
288+ 8.4% |
$17.1K - $18.7K
|
3.72K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
62.5KNew |
$3.72M - $4.06M
|
62.5K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-38- 5.06% |
$2.26K - $2.47K
|
713
$52.3K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 7.08% |
$121K - $132K
|
26.7K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Baymount Management LP
Miami, FL |
BUY
|
- |
250KNew |
$14.9M - $16.3M
|
250K
$18.3M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-245K- 75.13% |
$14.6M - $15.9M
|
81.1K
$5.94M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
224+ 28.18% |
$13.3K - $14.6K
|
1.02K
$74.7K
|
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.26K- 35.34% |
$135K - $147K
|
4.14K
$304K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-263K- 43.38% |
$15.6M - $17.1M
|
343K
$25.1M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.84K+ 24.14% |
$109K - $119K
|
9.44K
$692K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.4KNew |
$679K - $742K
|
11.4K
$837K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-3.66K- 84.52% |
$218K - $238K
|
670
$49.1K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4+ 0.11% |
$238 - $260
|
3.62K
$265K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-287- 7.93% |
$17.1K - $18.7K
|
3.33K
$244K
|
|