Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 Low (SPLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Low (SPLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
71.3K+ 4395.99% |
$4.46M - $4.72M
|
72.9K
$5.31M
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
12.8KNew |
$798K - $844K
|
12.8K
$929K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.2KNew |
$699K - $739K
|
11.2K
$813K
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
9.08KNew |
$569K - $601K
|
9.08K
$661K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.81KNew |
$489K - $517K
|
7.81K
$569K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.84KNew |
$428K - $453K
|
6.84K
$498K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4.95KNew |
$310K - $327K
|
4.95K
$360K
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.62KNew |
$289K - $305K
|
4.62K
$336K
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.84KNew |
$240K - $254K
|
3.84K
$280K
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.61KNew |
$226K - $239K
|
3.61K
$263K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.65KNew |
$166K - $175K
|
2.65K
$193K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.27K+ 68.53% |
$142K - $150K
|
5.59K
$407K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.68KNew |
$105K - $111K
|
1.68K
$123K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.02KNew |
$63.9K - $67.5K
|
1.02K
$74.3K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$62.6K - $66.2K
|
1K
$72.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
837+ 1.11% |
$52.4K - $55.4K
|
76.4K
$5.56M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
763New |
$47.8K - $50.5K
|
763
$55.6K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
736+ 9.05% |
$46.1K - $48.7K
|
8.87K
$646K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
310New |
$19.4K - $20.5K
|
310
$22.6K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
260+ 7.07% |
$16.3K - $17.2K
|
3.94K
$287K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
200+ 1.81% |
$12.5K - $13.2K
|
11.3K
$820K
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
150New |
$9.39K - $9.93K
|
150
$10.9K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
127New |
$7.95K - $8.4K
|
127
$9.25K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100New |
$6.26K - $6.62K
|
100
$7.28K
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
40+ 0.56% |
$2.5K - $2.65K
|
7.22K
$525K
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2+ 0.05% |
$125 - $132
|
3.65K
$266K
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$62.6 - $66.2
|
5.32K
$387K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.49% |
$62.6 - $66.2
|
205
$14.9K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
578KNew |
$36.1M - $38.1M
|
578K
$42.1M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
290KNew |
$18.1M - $19.1M
|
290K
$21.1M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
288K+ 251.74% |
$18M - $19M
|
403K
$29.3M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
42KNew |
$2.62M - $2.77M
|
42K
$3.06M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.9K+ 53.92% |
$2.55M - $2.69M
|
117K
$8.5M
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
35.5K+ 114.71% |
$2.21M - $2.34M
|
66.4K
$4.84M
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
32K+ 15.18% |
$1.99M - $2.1M
|
242K
$17.7M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.99KNew |
$623K - $658K
|
9.99K
$727K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
6.96KNew |
$434K - $458K
|
6.96K
$507K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.9KNew |
$306K - $323K
|
4.9K
$357K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$298K - $315K
|
4.78K
$348K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$281K - $296K
|
4.5K
$328K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3.49KNew |
$218K - $230K
|
3.49K
$254K
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.45KNew |
$215K - $227K
|
3.45K
$251K
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
3.4KNew |
$213K - $224K
|
3.4K
$248K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
3.18KNew |
$199K - $210K
|
3.18K
$232K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.17KNew |
$198K - $209K
|
3.17K
$231K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$162K - $171K
|
2.59K
$189K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.8KNew |
$112K - $119K
|
1.8K
$131K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
930New |
$58.1K - $61.3K
|
930
$67.7K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
446+ 9.97% |
$27.8K - $29.4K
|
4.92K
$358K
|