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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.18K+ 3.16% |
$67.7K - $74.7K
|
38.4K
$2.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1KNew |
$57.5K - $63.4K
|
1K
$74.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
763+ 8.07% |
$43.9K - $48.4K
|
10.2K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
739New |
$42.5K - $46.9K
|
739
$55.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
547New |
$31.4K - $34.7K
|
547
$41K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
248+ 83.5% |
$14.3K - $15.7K
|
545
$40.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
213+ 2.46% |
$12.2K - $13.5K
|
8.86K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
142+ 2.42% |
$8.16K - $9K
|
6.02K
$450K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
127New |
$7.3K - $8.05K
|
127
$9.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
125New |
$7.19K - $7.93K
|
125
$9.36K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$5.75K - $6.34K
|
100
$7.49K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
49New |
$2.82K - $3.11K
|
49
$3.67K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$575 - $634
|
10
$749
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$402 - $444
|
7
$524
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.67% |
$172 - $190
|
451
$33.8K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
325KNew |
$19.1M - $20.8M
|
325K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
136KNew |
$7.98M - $8.7M
|
136K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
52.9KNew |
$3.11M - $3.39M
|
52.9K
$3.96M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
24.7K+ 6.53% |
$1.45M - $1.59M
|
404K
$30.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
19.5KNew |
$1.14M - $1.25M
|
19.5K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.8KNew |
$870K - $949K
|
14.8K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
12.8K+ 11.45% |
$753K - $821K
|
125K
$9.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
11KNew |
$647K - $705K
|
11K
$824K
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
11KNew |
$647K - $705K
|
11K
$824K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.31KNew |
$488K - $532K
|
8.31K
$622K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5.87KNew |
$345K - $376K
|
5.87K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.03KNew |
$296K - $322K
|
5.03K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.66KNew |
$274K - $299K
|
4.66K
$349K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.14KNew |
$243K - $265K
|
4.14K
$310K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.87K+ 47.5% |
$227K - $248K
|
12K
$899K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.76KNew |
$221K - $241K
|
3.76K
$281K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$193K - $211K
|
3.29K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.5KNew |
$147K - $160K
|
2.5K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.14K+ 8.05% |
$126K - $137K
|
28.7K
$2.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.33KNew |
$78.2K - $85.3K
|
1.33K
$99.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.3K+ 11.11% |
$76.6K - $83.5K
|
13K
$976K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1K+ 1.48% |
$59K - $64.3K
|
68.6K
$5.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
618New |
$36.3K - $39.6K
|
618
$46.3K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
548New |
$32.2K - $35.1K
|
548
$41K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
518+ 0.56% |
$30.5K - $33.2K
|
93.5K
$7M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
500+ 98.43% |
$29.4K - $32K
|
1.01K
$75.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
330New |
$19.4K - $21.2K
|
330
$24.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
139New |
$8.17K - $8.91K
|
139
$10.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
92+ 0.85% |
$5.41K - $5.9K
|
10.9K
$820K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
56New |
$3.29K - $3.59K
|
56
$4.19K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
47New |
$2.76K - $3.01K
|
47
$3.52K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
36+ 128.57% |
$2.12K - $2.31K
|
64
$4.79K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.61% |
$1.23K - $1.35K
|
3.49K
$261K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.34% |
$705 - $769
|
3.56K
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7+ 0.15% |
$412 - $449
|
4.67K
$349K
|
|