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 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.15KClosed |
$252K - $268K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 9.36% |
$198K - $210K
|
31.5K
$2.23M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
29KNew |
$1.76M - $1.87M
|
29K
$2.05M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-88.3KClosed |
$5.37M - $5.71M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.47KClosed |
$211K - $224K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-4.43KClosed |
$269K - $286K
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-8.48KClosed |
$516K - $548K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5K- 13.51% |
$292K - $310K
|
32K
$2.26M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-75Closed |
$4.38K - $4.65K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.59MClosed |
$93.1M - $98.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-4.43KClosed |
$258K - $274K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-52.9KClosed |
$3.08M - $3.27M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
13KNew |
$759K - $805K
|
13K
$919K
|
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-45Closed |
$2.63K - $2.79K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 36.36% |
$5.84K - $6.2K
|
175
$12.4K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-139Closed |
$8.11K - $8.61K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-4.43KClosed |
$258K - $274K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-184Closed |
$10.7K - $11.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.58KClosed |
$267K - $283K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-510Closed |
$29.8K - $31.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-45Closed |
$2.63K - $2.79K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-278Closed |
$16.2K - $17.2K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.04KClosed |
$235K - $250K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-9Closed |
$525 - $558
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-330Closed |
$19.3K - $20.4K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-270Closed |
$15.8K - $16.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-93Closed |
$5.43K - $5.76K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.73KNew |
$393K - $417K
|
6.73K
$476K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-163Closed |
$9.51K - $10.1K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-500Closed |
$29.2K - $31K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.54K- 71.63% |
$89.9K - $95.4K
|
610
$43.1K
|
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-173KClosed |
$10.1M - $10.7M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2024
Q1 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-4.65KClosed |
$251K - $273K
|
0
$0
|
|
|
Jun 17, 2021
Q1 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-30.1K- 98.28% |
$1.62M - $1.77M
|
527
$37.3K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-275Closed |
$14.8K - $16.2K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-275Closed |
$14.8K - $16.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-87- 1.07% |
$4.69K - $5.11K
|
8.01K
$566K
|
|
|
May 17, 2021
Q1 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-9.88KClosed |
$533K - $580K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.05KClosed |
$218K - $238K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-707- 28.45% |
$38.1K - $41.5K
|
1.78K
$126K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.33KClosed |
$71.8K - $78.2K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.98KClosed |
$484K - $527K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
SELL
|
- |
-3.75KClosed |
$202K - $220K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.57KClosed |
$139K - $151K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-484Closed |
$26.1K - $28.4K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11.9KClosed |
$639K - $696K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-275Closed |
$14.8K - $16.2K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
First National Trust CO
|
SELL
|
- |
-6.2KClosed |
$335K - $364K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-5.12KClosed |
$276K - $301K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-7.02KClosed |
$378K - $412K
|
0
$0
|
|