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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.03KNew |
$296K - $322K
|
5.03K
$366K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.66KNew |
$274K - $299K
|
4.66K
$339K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.14KNew |
$243K - $265K
|
4.14K
$301K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.87K+ 47.5% |
$227K - $248K
|
12K
$874K
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.76KNew |
$221K - $241K
|
3.76K
$274K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$193K - $211K
|
3.29K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.5KNew |
$147K - $160K
|
2.5K
$182K
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.14K+ 8.05% |
$126K - $137K
|
28.7K
$2.09M
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.33KNew |
$78.2K - $85.3K
|
1.33K
$96.9K
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.3K+ 11.11% |
$76.6K - $83.5K
|
13K
$949K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1K+ 1.48% |
$59K - $64.3K
|
68.6K
$4.99M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
618New |
$36.3K - $39.6K
|
618
$45K
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
548New |
$32.2K - $35.1K
|
548
$39.9K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
518+ 0.56% |
$30.5K - $33.2K
|
93.5K
$6.81M
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
500+ 98.43% |
$29.4K - $32K
|
1.01K
$73.4K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
330New |
$19.4K - $21.2K
|
330
$24K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
139New |
$8.17K - $8.91K
|
139
$10.1K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
92+ 0.85% |
$5.41K - $5.9K
|
10.9K
$797K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
47New |
$2.76K - $3.01K
|
47
$3.42K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
36+ 128.57% |
$2.12K - $2.31K
|
64
$4.66K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.61% |
$1.23K - $1.35K
|
3.49K
$254K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.34% |
$705 - $769
|
3.56K
$259K
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7+ 0.15% |
$412 - $449
|
4.67K
$340K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.47% |
$58.8 - $64.1
|
69
$5.03K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
239KNew |
$14.4M - $15.4M
|
239K
$17.4M
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
90.9KNew |
$5.48M - $5.84M
|
90.9K
$6.62M
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
79.9KNew |
$4.82M - $5.13M
|
79.9K
$5.82M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
74.9KNew |
$4.52M - $4.81M
|
74.9K
$5.46M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
64.8KNew |
$3.91M - $4.16M
|
64.8K
$4.72M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
29K+ 3.9% |
$1.75M - $1.86M
|
771K
$56.1M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
14.3KNew |
$862K - $919K
|
14.3K
$1.04M
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
12.9KNew |
$779K - $830K
|
12.9K
$941K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.4KNew |
$567K - $604K
|
9.4K
$685K
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
8.07K+ 28.36% |
$486K - $518K
|
36.5K
$2.66M
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.21KNew |
$374K - $399K
|
6.21K
$452K
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.36KNew |
$263K - $280K
|
4.36K
$317K
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
3.69KNew |
$223K - $237K
|
3.69K
$269K
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.32KNew |
$200K - $213K
|
3.32K
$242K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.71K+ 3.92% |
$103K - $110K
|
45.3K
$3.3M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.37K+ 39.81% |
$82.6K - $88K
|
4.81K
$350K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.13KNew |
$67.8K - $72.3K
|
1.13K
$81.9K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
912New |
$55K - $58.6K
|
912
$66.4K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
844+ 26.07% |
$50.9K - $54.2K
|
4.08K
$297K
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
791+ 0.54% |
$47.7K - $50.8K
|
147K
$10.7M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
768+ 349.09% |
$46.3K - $49.3K
|
988
$72K
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
BUY
|
- |
724New |
$43.6K - $46.5K
|
724
$52.7K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
649New |
$39.1K - $41.7K
|
649
$47.3K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
558New |
$33.6K - $35.8K
|
558
$40.6K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$24.1K - $25.7K
|
400
$29.1K
|