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 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
17+ 0.4% |
$1.1K - $1.22K
|
4.29K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.35KNew |
$475K - $527K
|
7.35K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
694+ 16.5% |
$44.8K - $49.8K
|
4.9K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.73K- 5.09% |
$628K - $698K
|
181K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 12.59% |
$3.29K - $3.66K
|
456
$32K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 5.26% |
$64.6 - $71.8
|
20
$1.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.71K+ 1.41% |
$498K - $553K
|
555K
$39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7+ 0.11% |
$452 - $502
|
6.43K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-8- 0.37% |
$517 - $574
|
2.18K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-411- 6.78% |
$26.5K - $29.5K
|
5.66K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
22+ 0.69% |
$1.42K - $1.58K
|
3.19K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
500+ 8.52% |
$32.3K - $35.9K
|
6.37K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11+ 0.08% |
$710 - $789
|
13.2K
$927K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.81KNew |
$181K - $201K
|
2.81K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-92.6K- 5.99% |
$5.98M - $6.64M
|
1.45M
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.42K+ 60.05% |
$221K - $246K
|
9.13K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-9.42K- 12.11% |
$608K - $676K
|
68.3K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.11K- 12.83% |
$71.7K - $79.7K
|
7.55K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.2K- 20.38% |
$658K - $731K
|
39.8K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
193K+ 4157.73% |
$12.4M - $13.8M
|
197K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.18K+ 15.65% |
$141K - $156K
|
16.1K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.03% |
$194 - $215
|
10.7K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-17.4K- 17.26% |
$1.12M - $1.25M
|
83.4K
$5.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.94KNew |
$190K - $211K
|
2.94K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.03KNew |
$196K - $218K
|
3.03K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-82- 2.12% |
$5.29K - $5.88K
|
3.79K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-180- 0.85% |
$11.6K - $12.9K
|
21K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-142- 2.54% |
$9.17K - $10.2K
|
5.45K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
245K+ 298.22% |
$15.8M - $17.6M
|
328K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-175- 1.86% |
$11.3K - $12.6K
|
9.23K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.9KNew |
$252K - $280K
|
3.9K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.1K+ 81.04% |
$1.94M - $2.16M
|
67.2K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.66K- 91.62% |
$237K - $263K
|
335
$23.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.1K- 50.33% |
$265K - $294K
|
4.05K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-359- 45.21% |
$23.2K - $25.8K
|
435
$30.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.56% |
$1.55K - $1.72K
|
4.24K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.56K+ 5.84% |
$424K - $471K
|
119K
$8.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.69M - $1.88M
|
26.2K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.23K- 20.27% |
$79.2K - $88K
|
4.83K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
900+ 2.86% |
$58.1K - $64.6K
|
32.4K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
60.2KNew |
$3.89M - $4.32M
|
60.2K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.08K- 32.98% |
$69.5K - $77.3K
|
2.19K
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.06% |
$452 - $502
|
11.8K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
84+ 0.39% |
$5.42K - $6.03K
|
21.9K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-70- 23.49% |
$4.52K - $5.02K
|
228
$16K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36K+ 2.91% |
$2.33M - $2.58M
|
1.27M
$89.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
171+ 2.23% |
$11K - $12.3K
|
7.84K
$551K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-112K- 34.5% |
$7.22M - $8.02M
|
212K
$14.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-372K- 98.26% |
$24M - $26.7M
|
6.58K
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.57K- 5.52% |
$102K - $113K
|
26.9K
$1.89M
|