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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.35K- 14.63% |
$84K - $88.7K
|
7.86K
$510K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
822New |
$51.3K - $54.1K
|
822
$53.4K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.45% |
$4.37K - $4.61K
|
4.77K
$310K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 46.53% |
$235K - $247K
|
4.32K
$280K
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.86K+ 4.02% |
$116K - $122K
|
48K
$3.12M
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-293- 4.19% |
$18.3K - $19.3K
|
6.71K
$436K
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
BUY
|
- |
48.9KNew |
$3.05M - $3.22M
|
48.9K
$3.17M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.17K- 56.73% |
$135K - $143K
|
1.65K
$107K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.09K- 13.96% |
$130K - $138K
|
12.9K
$837K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.25K- 3.48% |
$203K - $214K
|
90K
$5.85M
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.64K- 75.8% |
$102K - $108K
|
524
$34K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.49% |
$62.4 - $65.9
|
204
$13.2K
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.16K- 6.26% |
$72.4K - $76.3K
|
17.4K
$1.13M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.4K- 4.79% |
$1.09M - $1.15M
|
346K
$22.5M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.16K- 1.14% |
$384K - $405K
|
534K
$34.7M
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.81K- 6.41% |
$113K - $119K
|
26.4K
$1.72M
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
60.7K+ 97.94% |
$3.79M - $4M
|
123K
$7.96M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
46.9K+ 177.06% |
$2.93M - $3.09M
|
73.4K
$4.77M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-12.3K- 26.34% |
$767K - $809K
|
34.3K
$2.23M
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-62.3K- 46.56% |
$3.89M - $4.11M
|
71.5K
$4.65M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
42KNew |
$2.62M - $2.77M
|
42K
$2.73M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.73KNew |
$358K - $377K
|
5.73K
$372K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.47K- 12.2% |
$91.5K - $96.5K
|
10.5K
$685K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.7K- 49.4% |
$418K - $442K
|
6.87K
$446K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.26M- 97.99% |
$141M - $149M
|
46.5K
$3.02M
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.44K+ 106.12% |
$277K - $292K
|
8.62K
$560K
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.03K- 5.07% |
$64.2K - $67.8K
|
19.3K
$1.25M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
731+ 19.85% |
$45.6K - $48.2K
|
4.41K
$287K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-45.2K- 85.39% |
$2.82M - $2.98M
|
7.73K
$502K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.23K- 20.83% |
$264K - $279K
|
16.1K
$1.04M
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-525- 12.41% |
$32.8K - $34.6K
|
3.71K
$241K
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.01K- 4.37% |
$62.7K - $66.2K
|
22K
$1.43M
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 1633.33% |
$3.06K - $3.23K
|
52
$3.38K
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.11K- 6.67% |
$132K - $139K
|
29.5K
$1.92M
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.93K+ 88.77% |
$183K - $193K
|
6.24K
$405K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
984+ 0.72% |
$61.4K - $64.8K
|
137K
$8.89M
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.26K+ 2.89% |
$203K - $214K
|
116K
$7.53M
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-440- 10.76% |
$27.5K - $29K
|
3.65K
$237K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.86K- 31.02% |
$303K - $320K
|
10.8K
$701K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.1K- 17.03% |
$193K - $204K
|
15.1K
$979K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.05K- 4.16% |
$565K - $596K
|
209K
$13.5M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-155- 0.53% |
$9.68K - $10.2K
|
29.2K
$1.9M
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
37+ 0.49% |
$2.31K - $2.44K
|
7.64K
$496K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.2% |
$1.12K - $1.19K
|
9.14K
$593K
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.15K- 2.83% |
$71.5K - $75.4K
|
39.4K
$2.56M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-104- 92.86% |
$6.49K - $6.85K
|
8
$520
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26+ 0.18% |
$1.62K - $1.71K
|
14.1K
$917K
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.14% |
$375 - $395
|
4.29K
$278K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$687 - $725
|
6.69K
$435K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-10K- 36.17% |
$626K - $661K
|
17.7K
$1.15M
|