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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-132- 2.8% |
$8.52K - $9.47K
|
4.58K
$322K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
34+ 0.3% |
$2.2K - $2.44K
|
11.3K
$792K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
53+ 1.2% |
$3.42K - $3.8K
|
4.49K
$315K
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
39+ 0.34% |
$2.52K - $2.8K
|
11.5K
$809K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.53KNew |
$98.7K - $110K
|
1.53K
$107K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-434- 2.24% |
$28K - $31.1K
|
18.9K
$1.33M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.29K- 5.7% |
$342K - $380K
|
87.5K
$6.15M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.35K- 2.68% |
$346K - $384K
|
194K
$13.7M
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.28K+ 5.46% |
$82.6K - $91.9K
|
24.7K
$1.74M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
29.7KNew |
$1.92M - $2.13M
|
29.7K
$2.09M
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.98KNew |
$193K - $214K
|
2.98K
$210K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-537- 0.6% |
$34.7K - $38.5K
|
88.8K
$6.24M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-703- 1.28% |
$45.4K - $50.4K
|
54.2K
$3.81M
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.1K+ 298.87% |
$1.62M - $1.8M
|
33.5K
$2.35M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-804- 6.04% |
$51.9K - $57.7K
|
12.5K
$879K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29+ 0.16% |
$1.87K - $2.08K
|
18.6K
$1.31M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.59K- 9.4% |
$490K - $545K
|
73.2K
$5.14M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.52K+ 77.46% |
$550K - $611K
|
19.5K
$1.37M
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.32K- 16.95% |
$85.5K - $95K
|
6.49K
$456K
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-540- 5.95% |
$34.9K - $38.8K
|
8.54K
$600K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.93K+ 172.17% |
$125K - $138K
|
3.05K
$214K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
35+ 0.44% |
$2.26K - $2.51K
|
7.9K
$555K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.47KNew |
$94.9K - $105K
|
1.47K
$103K
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-550- 9.68% |
$35.5K - $39.5K
|
5.13K
$361K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.9K- 7.57% |
$122K - $136K
|
23.2K
$1.63M
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-120- 0.62% |
$7.75K - $8.61K
|
19.2K
$1.35M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3+ 0.08% |
$194 - $215
|
3.55K
$250K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
608+ 3.34% |
$39.3K - $43.6K
|
18.8K
$1.32M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.73K- 1.81% |
$435K - $483K
|
365K
$25.7M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2K+ 3.3% |
$129K - $143K
|
62.5K
$4.39M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.29K+ 7.32% |
$83.2K - $92.4K
|
18.9K
$1.33M
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-225- 0.72% |
$14.5K - $16.1K
|
31K
$2.18M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.13K+ 1.83% |
$396K - $440K
|
341K
$24M
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-154- 2.34% |
$9.94K - $11.1K
|
6.43K
$452K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-498- 2.34% |
$32.2K - $35.7K
|
20.7K
$1.46M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-290- 2.8% |
$18.7K - $20.8K
|
10.1K
$707K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.11K- 2.81% |
$71.8K - $79.8K
|
38.5K
$2.71M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-298- 4.13% |
$19.2K - $21.4K
|
6.92K
$486K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$194 - $215
|
844
$59.3K
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.94K- 0.04% |
$125K - $139K
|
4.49M
$316M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
38.7KNew |
$2.5M - $2.77M
|
38.7K
$2.72M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.69% |
$64.6 - $71.8
|
60
$4.22K
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.66K- 12.7% |
$107K - $119K
|
11.4K
$802K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.28KNew |
$212K - $235K
|
3.28K
$230K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$194 - $215
|
3.53K
$248K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-197- 1.59% |
$12.7K - $14.1K
|
12.2K
$854K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.08K- 14.21% |
$134K - $149K
|
12.5K
$882K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 181.48% |
$3.16K - $3.52K
|
76
$5.34K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.47K+ 138.07% |
$288K - $321K
|
7.7K
$541K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
104+ 0.76% |
$6.72K - $7.46K
|
13.8K
$967K
|