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 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.9K- 2.05% |
$493K - $520K
|
378K
$24.6M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.7K- 68.63% |
$666K - $703K
|
4.88K
$317K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5.74K- 19.3% |
$358K - $378K
|
24K
$1.56M
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-700- 18.67% |
$43.7K - $46.1K
|
3.05K
$198K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.8K- 15.97% |
$487K - $514K
|
41K
$2.66M
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
56+ 1.62% |
$3.5K - $3.69K
|
3.51K
$228K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.9K+ 20.19% |
$1.06M - $1.12M
|
101K
$6.55M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-224- 7.17% |
$14K - $14.8K
|
2.9K
$188K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-130- 3.52% |
$8.12K - $8.56K
|
3.56K
$231K
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.69K- 20.34% |
$168K - $177K
|
10.5K
$684K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1K- 1.22% |
$62.7K - $66.1K
|
81.6K
$5.3M
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-709- 13.51% |
$44.3K - $46.7K
|
4.54K
$295K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-672- 17.68% |
$42K - $44.3K
|
3.13K
$203K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.77K- 10.38% |
$173K - $183K
|
23.9K
$1.56M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-490- 4.09% |
$30.6K - $32.3K
|
11.5K
$746K
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-224- 0.6% |
$14K - $14.8K
|
37.1K
$2.41M
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-246- 3.05% |
$15.4K - $16.2K
|
7.83K
$508K
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1K- 1.68% |
$62.4K - $65.9K
|
58.4K
$3.79M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.19K+ 443.72% |
$137K - $144K
|
2.69K
$174K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 0.4% |
$88.7K - $93.6K
|
355K
$23.1M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.96K- 5.26% |
$372K - $393K
|
107K
$6.97M
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-952- 23.32% |
$59.4K - $62.7K
|
3.13K
$203K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$281K - $296K
|
4.5K
$292K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-634- 1.73% |
$39.6K - $41.8K
|
36K
$2.34M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.63K+ 106.99% |
$414K - $437K
|
12.8K
$833K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 12.82% |
$72.3K - $76.3K
|
10.2K
$662K
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-938- 2.59% |
$58.6K - $61.8K
|
35.3K
$2.3M
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-19- 0.57% |
$1.19K - $1.25K
|
3.31K
$215K
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
47+ 0.57% |
$2.93K - $3.1K
|
8.24K
$535K
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37.1K- 77.15% |
$2.32M - $2.45M
|
11K
$715K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-10.1K- 36.45% |
$633K - $668K
|
17.7K
$1.15M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.17KNew |
$198K - $209K
|
3.17K
$206K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-15.2K- 13.55% |
$947K - $1M
|
96.8K
$6.29M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-438- 1.27% |
$27.3K - $28.9K
|
34.1K
$2.21M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11.3K- 32.45% |
$704K - $743K
|
23.5K
$1.52M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-47.5K- 21.18% |
$2.96M - $3.13M
|
177K
$11.5M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-562- 34.29% |
$35.1K - $37K
|
1.08K
$70K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6K+ 3.79% |
$789K - $833K
|
346K
$22.5M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.09K- 33.39% |
$255K - $269K
|
8.16K
$530K
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.18K- 4.55% |
$73.7K - $77.7K
|
24.8K
$1.61M
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.17% |
$437 - $461
|
4.24K
$276K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.7KNew |
$982K - $1.04M
|
15.7K
$1.02M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.3K+ 67.86% |
$2.21M - $2.33M
|
87.4K
$5.68M
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
72+ 1.51% |
$4.49K - $4.74K
|
4.84K
$314K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.54K- 21.76% |
$221K - $233K
|
12.7K
$828K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-275- 0.25% |
$17.2K - $18.1K
|
110K
$7.15M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
566+ 13.04% |
$35.3K - $37.3K
|
4.91K
$319K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
757+ 30.17% |
$47.3K - $49.9K
|
3.27K
$212K
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1- 0.01% |
$62.4 - $65.9
|
8.71K
$566K
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$62.4 - $65.9
|
6.21K
$403K
|