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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-200- 50.0% |
$12.4K - $13.6K
|
200
$14.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-637Closed |
$39.6K - $43.3K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-113KClosed |
$7.02M - $7.67M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-335Closed |
$20.8K - $22.8K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.22KClosed |
$200K - $219K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-195Closed |
$11.9K - $13.4K
|
0
$0
|
|
|
Mar 17, 2023
Q4 2021
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
13.6KNew |
$832K - $935K
|
13.6K
$963K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10.5KNew |
$638K - $717K
|
10.5K
$739K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
250New |
$15.3K - $17.2K
|
250
$17.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-10.7KClosed |
$655K - $736K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-464Closed |
$28.3K - $31.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$214K - $240K
|
3.5K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-212Closed |
$12.9K - $14.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.58KClosed |
$280K - $314K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$85.5K - $96.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.87KClosed |
$114K - $128K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.6KClosed |
$464K - $521K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
500New |
$30.5K - $34.3K
|
500
$35.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.63KClosed |
$222K - $249K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.64KClosed |
$406K - $456K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.97KClosed |
$364K - $409K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-350Closed |
$21.4K - $24K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-554Closed |
$33.8K - $38K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-233Closed |
$14.2K - $16K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-66Closed |
$4.03K - $4.53K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-211Closed |
$12.9K - $14.5K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.14KClosed |
$69.7K - $78.3K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-235- 8.77% |
$14.4K - $16.1K
|
2.45K
$173K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-162Closed |
$9.89K - $11.1K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-750Closed |
$45.8K - $51.5K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-7.89KClosed |
$482K - $541K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-3.92KClosed |
$240K - $269K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-30KClosed |
$1.83M - $1.94M
|
0
$0
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-6.91KClosed |
$420K - $447K
|
0
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-59- 27.57% |
$3.59K - $3.82K
|
155
$11K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-114Closed |
$6.94K - $7.37K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
580New |
$35.3K - $37.5K
|
580
$41K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
15.2KNew |
$925K - $984K
|
15.2K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-135Closed |
$8.21K - $8.73K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
434New |
$26.4K - $28.1K
|
434
$30.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
4.5KNew |
$274K - $291K
|
4.5K
$318K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-241- 17.03% |
$14.7K - $15.6K
|
1.17K
$83K
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
156KNew |
$9.49M - $10.1M
|
156K
$11M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11KClosed |
$668K - $710K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 33.78% |
$30.4K - $32.3K
|
980
$69.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-17KClosed |
$1.03M - $1.1M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-69- 3.17% |
$4.2K - $4.46K
|
2.11K
$149K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.72KClosed |
$226K - $241K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-64Closed |
$3.89K - $4.14K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.55KClosed |
$459K - $488K
|
0
$0
|
|