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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
15New |
$854 - $980
|
15
$1.09K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.21K- 3.18% |
$296K - $340K
|
158K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
BUY
|
- |
3.17KNew |
$181K - $207K
|
3.17K
$231K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.54KNew |
$202K - $232K
|
3.54K
$258K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
424+ 9.05% |
$24.1K - $27.7K
|
5.11K
$372K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
58New |
$3.3K - $3.79K
|
58
$4.22K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.08KNew |
$118K - $136K
|
2.08K
$151K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
71New |
$4.04K - $4.64K
|
71
$5.17K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 5.56% |
$5.69K - $6.54K
|
1.7K
$124K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
74New |
$4.21K - $4.84K
|
74
$5.39K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
120New |
$6.83K - $7.84K
|
120
$8.74K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5KNew |
$285K - $327K
|
5K
$364K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
15.6KNew |
$886K - $1.02M
|
15.6K
$1.13M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.72KClosed |
$99.5K - $115K
|
0
$0
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-452Closed |
$26.1K - $30.3K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-152- 0.29% |
$8.79K - $10.2K
|
51.4K
$3.74M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$34.7K - $40.2K
|
600
$43.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-195Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.01K- 3.47% |
$58.2K - $67.4K
|
28K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
34KNew |
$1.97M - $2.28M
|
34K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
272+ 120.35% |
$15.7K - $18.2K
|
498
$36.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
955New |
$55.2K - $64K
|
955
$69.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.98KClosed |
$404K - $468K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-6.28K- 55.7% |
$363K - $421K
|
4.99K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.3K+ 27.91% |
$75.2K - $87.2K
|
5.96K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
13+ 0.31% |
$752 - $871
|
4.19K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3K+ 69.85% |
$173K - $201K
|
7.29K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
27.2K+ 109.91% |
$1.57M - $1.82M
|
52K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$719K - $833K
|
12.4K
$906K
|
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
9.35K+ 6.01% |
$541K - $627K
|
165K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-90.6K- 59.12% |
$5.24M - $6.08M
|
62.7K
$4.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-188- 4.9% |
$10.9K - $12.6K
|
3.65K
$266K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-375- 16.27% |
$21.7K - $25.1K
|
1.93K
$141K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
90+ 529.41% |
$5.2K - $6.03K
|
107
$7.79K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-420- 3.41% |
$24.3K - $28.2K
|
11.9K
$867K
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
22.2K+ 74.25% |
$1.29M - $1.49M
|
52.2K
$3.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
19+ 0.54% |
$1.1K - $1.27K
|
3.55K
$258K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
263New |
$15.2K - $17.6K
|
263
$19.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
11.3KNew |
$654K - $758K
|
11.3K
$824K
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.54KNew |
$205K - $237K
|
3.54K
$258K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-620- 14.77% |
$35.9K - $41.6K
|
3.58K
$261K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
84.7KNew |
$4.9M - $5.68M
|
84.7K
$6.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
120+ 3.22% |
$6.94K - $8.04K
|
3.85K
$280K
|
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-420- 3.33% |
$24.3K - $28.2K
|
12.2K
$889K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.53K- 47.22% |
$204K - $236K
|
3.94K
$287K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
40New |
$2.31K - $2.68K
|
40
$2.91K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
294+ 1.25% |
$17K - $19.7K
|
23.8K
$1.73M
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-13.2KClosed |
$775K - $919K
|
0
$0
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
67New |
$3.92K - $4.65K
|
67
$4.88K
|
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-349KClosed |
$20.4M - $24.2M
|
0
$0
|
|