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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.7K+ 86.43% |
$1.29M - $1.36M
|
44.6K
$2.9M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
39.3KNew |
$2.45M - $2.59M
|
39.3K
$2.55M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 0.2% |
$91.5K - $96.5K
|
746K
$48.4M
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.56K- 50.0% |
$222K - $234K
|
3.56K
$231K
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-248- 0.27% |
$15.5K - $16.3K
|
92.3K
$6M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41.3K- 31.3% |
$2.58M - $2.72M
|
90.8K
$5.89M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.51K+ 32.3% |
$469K - $494K
|
30.7K
$2M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.99KNew |
$623K - $658K
|
9.99K
$649K
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-60- 1.14% |
$3.75K - $3.95K
|
5.19K
$337K
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-384- 0.77% |
$24K - $25.3K
|
49.2K
$3.2M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9+ 0.09% |
$562 - $593
|
9.78K
$635K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-103- 2.51% |
$6.43K - $6.78K
|
4K
$260K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 6.67% |
$94.3K - $99.5K
|
24.2K
$1.57M
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-27.3K- 22.72% |
$1.7M - $1.8M
|
92.8K
$6.03M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.29M- 81.35% |
$455M - $480M
|
1.67M
$109M
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-365- 2.98% |
$22.8K - $24K
|
11.9K
$772K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.17K- 8.37% |
$73.2K - $77.2K
|
12.8K
$834K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-798- 0.92% |
$49.8K - $52.6K
|
86K
$5.59M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.35% |
$874 - $922
|
4.05K
$263K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-144- 2.71% |
$8.99K - $9.49K
|
5.18K
$336K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.92K+ 8.29% |
$182K - $192K
|
38.2K
$2.48M
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
14.6K+ 43.1% |
$913K - $963K
|
48.6K
$3.15M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13K- 61.9% |
$809K - $854K
|
7.98K
$518K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 4.0% |
$85.2K - $89.9K
|
32.8K
$2.13M
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.82K- 14.9% |
$114K - $120K
|
10.4K
$675K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.96K- 14.78% |
$122K - $129K
|
11.3K
$732K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.7K- 11.81% |
$1.23M - $1.3M
|
147K
$9.56M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.9K+ 53.92% |
$2.55M - $2.69M
|
117K
$7.58M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 34.22% |
$114K - $121K
|
3.52K
$229K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$125 - $132
|
3.51K
$228K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
127+ 2.58% |
$7.93K - $8.37K
|
5.05K
$328K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.09K+ 1.42% |
$68K - $71.8K
|
77.6K
$5.04M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
194New |
$12.1K - $12.8K
|
194
$12.6K
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-208- 24.36% |
$13K - $13.7K
|
646
$42K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.76K- 0.58% |
$360K - $379K
|
984K
$63.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.4K- 2.7% |
$2.34M - $2.46M
|
1.35M
$87.6M
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-39- 0.14% |
$2.43K - $2.57K
|
28.2K
$1.83M
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1- 0.01% |
$62.4 - $65.9
|
7.01K
$455K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-268- 7.51% |
$16.7K - $17.7K
|
3.3K
$214K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-49- 9.07% |
$3.06K - $3.23K
|
491
$31.9K
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-224- 3.79% |
$14K - $14.8K
|
5.68K
$369K
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8+ 0.19% |
$499 - $527
|
4.12K
$267K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
208+ 0.58% |
$13K - $13.7K
|
36.3K
$2.36M
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
123+ 0.57% |
$7.68K - $8.1K
|
21.7K
$1.41M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.46K+ 6.66% |
$154K - $162K
|
39.4K
$2.56M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
290KNew |
$18.1M - $19.1M
|
290K
$18.8M
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
79.3K+ 44.15% |
$4.95M - $5.22M
|
259K
$16.8M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.6K- 9.33% |
$913K - $963K
|
142K
$9.23M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.26K- 91.87% |
$141K - $149K
|
200
$13K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
536New |
$33.5K - $35.3K
|
536
$34.8K
|