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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
203New |
$12.2K - $13K
|
203
$14.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
203New |
$12.2K - $13K
|
203
$14.8K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
107+ 1.88% |
$6.45K - $6.87K
|
5.78K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
72+ 0.59% |
$4.34K - $4.63K
|
12.3K
$899K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
16+ 0.47% |
$964 - $1.03K
|
3.45K
$252K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$422 - $450
|
3.31K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$60.3 - $64.2
|
3.98K
$290K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Baymount Management LP
Miami, FL |
BUY
|
- |
250KNew |
$14.9M - $16.3M
|
250K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
165KNew |
$9.81M - $10.7M
|
165K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
62.5KNew |
$3.72M - $4.06M
|
62.5K
$4.55M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
38.7KNew |
$2.3M - $2.51M
|
38.7K
$2.82M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
17.2K+ 58.5% |
$1.02M - $1.12M
|
46.6K
$3.39M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12.3KNew |
$730K - $798K
|
12.3K
$894K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$720K - $787K
|
12.1K
$881K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.4KNew |
$679K - $742K
|
11.4K
$832K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
8.27K+ 7.94% |
$492K - $538K
|
112K
$8.19M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.08KNew |
$362K - $395K
|
6.08K
$443K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.13K+ 28.59% |
$305K - $333K
|
23.1K
$1.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$242K - $265K
|
4.08K
$297K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3KNew |
$178K - $195K
|
3K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.84K+ 24.14% |
$109K - $119K
|
9.44K
$687K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.25KNew |
$74.4K - $81.3K
|
1.25K
$91K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.16KNew |
$68.9K - $75.4K
|
1.16K
$84.4K
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
288+ 8.4% |
$17.1K - $18.7K
|
3.72K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
224+ 28.18% |
$13.3K - $14.6K
|
1.02K
$74.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53New |
$3.15K - $3.45K
|
53
$3.86K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.31% |
$714 - $780
|
3.93K
$286K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
10+ 0.56% |
$595 - $650
|
1.79K
$131K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4+ 0.11% |
$238 - $260
|
3.62K
$263K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.56% |
$178 - $195
|
535
$39K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$178 - $195
|
3.46K
$252K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.7KNew |
$950K - $1.09M
|
16.7K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
15.6KNew |
$886K - $1.02M
|
15.6K
$1.13M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
15.6KNew |
$886K - $1.02M
|
15.6K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
12.5KNew |
$709K - $814K
|
12.5K
$908K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$676K - $777K
|
11.9K
$865K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.1KNew |
$572K - $657K
|
10.1K
$732K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.15KNew |
$464K - $533K
|
8.15K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
7.19KNew |
$409K - $470K
|
7.19K
$524K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.87KNew |
$391K - $449K
|
6.87K
$500K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5KNew |
$285K - $327K
|
5K
$364K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.87KNew |
$277K - $318K
|
4.87K
$354K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.4KNew |
$250K - $287K
|
4.4K
$320K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.9K+ 24.37% |
$222K - $255K
|
19.9K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.7KNew |
$211K - $242K
|
3.7K
$270K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.54KNew |
$202K - $232K
|
3.54K
$258K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.23KNew |
$184K - $211K
|
3.23K
$235K
|
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
BUY
|
- |
3.17KNew |
$181K - $207K
|
3.17K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.05K+ 1.76% |
$174K - $200K
|
176K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.59K+ 21.46% |
$147K - $169K
|
14.6K
$1.07M
|
|