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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$242K - $265K
|
4.08K
$305K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3KNew |
$178K - $195K
|
3K
$225K
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.84K+ 24.14% |
$109K - $119K
|
9.44K
$706K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.25KNew |
$74.4K - $81.3K
|
1.25K
$93.6K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.16KNew |
$68.9K - $75.4K
|
1.16K
$86.8K
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1.1K+ 0.84% |
$65.4K - $71.5K
|
132K
$9.9M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
584+ 584.0% |
$34.7K - $38K
|
684
$51.2K
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
288+ 8.4% |
$17.1K - $18.7K
|
3.72K
$278K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
224+ 28.18% |
$13.3K - $14.6K
|
1.02K
$76.3K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53New |
$3.15K - $3.45K
|
53
$3.97K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.31% |
$714 - $780
|
3.93K
$294K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
10+ 0.56% |
$595 - $650
|
1.79K
$134K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4+ 0.11% |
$238 - $260
|
3.62K
$271K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.56% |
$178 - $195
|
535
$40K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$178 - $195
|
3.46K
$259K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.7KNew |
$950K - $1.09M
|
16.7K
$1.25M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
15.6KNew |
$886K - $1.02M
|
15.6K
$1.17M
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
15.6KNew |
$886K - $1.02M
|
15.6K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
12.5KNew |
$709K - $814K
|
12.5K
$933K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$676K - $777K
|
11.9K
$889K
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.1KNew |
$572K - $657K
|
10.1K
$752K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.15KNew |
$464K - $533K
|
8.15K
$610K
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
7.19KNew |
$409K - $470K
|
7.19K
$538K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.87KNew |
$391K - $449K
|
6.87K
$514K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5KNew |
$285K - $327K
|
5K
$374K
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.87KNew |
$277K - $318K
|
4.87K
$364K
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.4KNew |
$250K - $287K
|
4.4K
$329K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.9K+ 24.37% |
$222K - $255K
|
19.9K
$1.49M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.7KNew |
$211K - $242K
|
3.7K
$277K
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.54KNew |
$202K - $232K
|
3.54K
$265K
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.23KNew |
$184K - $211K
|
3.23K
$241K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.2KNew |
$182K - $209K
|
3.2K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.2K+ 88.89% |
$182K - $209K
|
6.8K
$509K
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
BUY
|
- |
3.17KNew |
$181K - $207K
|
3.17K
$238K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.05K+ 1.76% |
$174K - $200K
|
176K
$13.2M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.59K+ 21.46% |
$147K - $169K
|
14.6K
$1.1M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.08KNew |
$118K - $136K
|
2.08K
$155K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.73K+ 17.97% |
$98.6K - $113K
|
11.4K
$851K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.63K+ 2.94% |
$93K - $107K
|
57.3K
$4.29M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.6K+ 0.48% |
$91K - $104K
|
335K
$25.1M
|
|
Feb 14, 2023
Q4 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
1.3K+ 2.95% |
$73.8K - $84.7K
|
45.2K
$3.38M
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.24K+ 17.12% |
$70.6K - $81.1K
|
8.49K
$636K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.2KNew |
$68.3K - $78.4K
|
1.2K
$89.8K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
885+ 250.0% |
$50.4K - $57.8K
|
1.24K
$92.7K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
813New |
$46.3K - $53.1K
|
813
$60.9K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
590New |
$33.6K - $38.6K
|
590
$44.2K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
430New |
$24.5K - $28.1K
|
430
$32.2K
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
424+ 9.05% |
$24.1K - $27.7K
|
5.11K
$382K
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
376+ 2.99% |
$21.4K - $24.6K
|
13K
$970K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
200+ 2.57% |
$11.4K - $13.1K
|
8K
$598K
|