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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.67KNew |
$211K - $232K
|
3.67K
$238K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.42KNew |
$196K - $217K
|
3.42K
$222K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.41KNew |
$196K - $216K
|
3.41K
$221K
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.33K+ 98.2% |
$191K - $211K
|
6.72K
$437K
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.28KNew |
$189K - $208K
|
3.28K
$213K
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.21KNew |
$184K - $203K
|
3.21K
$208K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3K+ 37.25% |
$172K - $190K
|
11.1K
$718K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
3KNew |
$172K - $190K
|
3K
$195K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.69K+ 11.34% |
$155K - $171K
|
26.5K
$1.72M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$144K - $159K
|
2.51K
$163K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 43.8% |
$123K - $136K
|
7.04K
$457K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85K+ 78.96% |
$107K - $118K
|
4.2K
$273K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.66K+ 33.5% |
$95.4K - $105K
|
6.62K
$430K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.35KNew |
$77.6K - $85.6K
|
1.35K
$87.7K
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.23K+ 0.63% |
$70.5K - $77.7K
|
195K
$12.6M
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.18K+ 3.16% |
$67.7K - $74.7K
|
38.4K
$2.5M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.14K+ 30.08% |
$65.6K - $72.4K
|
4.94K
$321K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.08K+ 30.89% |
$62K - $68.4K
|
4.57K
$297K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1KNew |
$57.5K - $63.4K
|
1K
$65K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$57.5K - $63.4K
|
1K
$65K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
863+ 15.05% |
$49.6K - $54.7K
|
6.6K
$428K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
763+ 8.07% |
$43.9K - $48.4K
|
10.2K
$664K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
739New |
$42.5K - $46.9K
|
739
$48K
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
579+ 15.51% |
$33.3K - $36.7K
|
4.31K
$280K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
547New |
$31.4K - $34.7K
|
547
$35.5K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
248+ 83.5% |
$14.3K - $15.7K
|
545
$35.4K
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
213+ 2.46% |
$12.2K - $13.5K
|
8.86K
$575K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
167New |
$9.6K - $10.6K
|
167
$10.8K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
142+ 2.42% |
$8.16K - $9K
|
6.02K
$391K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
127New |
$7.3K - $8.05K
|
127
$8.25K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
125New |
$7.19K - $7.93K
|
125
$8.12K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
112New |
$6.44K - $7.1K
|
112
$7.27K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$5.75K - $6.34K
|
100
$6.5K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
59New |
$3.39K - $3.74K
|
59
$3.83K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
49New |
$2.82K - $3.11K
|
49
$3.18K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$575 - $634
|
10
$650
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$402 - $444
|
7
$455
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.67% |
$172 - $190
|
451
$29.3K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
325KNew |
$19.1M - $20.8M
|
325K
$21.1M
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
136KNew |
$7.98M - $8.7M
|
136K
$8.82M
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
52.9KNew |
$3.11M - $3.39M
|
52.9K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
26.2KNew |
$1.54M - $1.68M
|
26.2K
$1.7M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
24.7K+ 6.53% |
$1.45M - $1.59M
|
404K
$26.2M
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
19.5KNew |
$1.14M - $1.25M
|
19.5K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.8KNew |
$870K - $949K
|
14.8K
$961K
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
12.8K+ 11.45% |
$753K - $821K
|
125K
$8.1M
|
|
Nov 14, 2023
Q3 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
11KNew |
$647K - $705K
|
11K
$714K
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
11KNew |
$647K - $705K
|
11K
$714K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.82KNew |
$577K - $629K
|
9.82K
$638K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.31KNew |
$488K - $532K
|
8.31K
$540K
|