Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.94K- 88.8% |
$117K - $125K
|
245
$18K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.87K- 29.38% |
$113K - $120K
|
4.49K
$331K
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.83K- 26.49% |
$110K - $118K
|
5.09K
$374K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.46K- 4.62% |
$88K - $93.8K
|
30.2K
$2.22M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.35K- 3.87% |
$81.1K - $86.4K
|
33.4K
$2.46M
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-400- 9.03% |
$24.1K - $25.7K
|
4.03K
$296K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-238- 6.91% |
$14.3K - $15.3K
|
3.21K
$236K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160- 60.15% |
$9.64K - $10.3K
|
106
$7.8K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-134- 19.09% |
$8.08K - $8.61K
|
568
$41.8K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-105- 14.56% |
$6.33K - $6.75K
|
616
$45.3K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 62.5% |
$301 - $321
|
3
$221
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-4- 0.2% |
$241 - $257
|
1.95K
$143K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-245K- 75.13% |
$14.6M - $15.9M
|
81.1K
$5.96M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11.4KClosed |
$678K - $741K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 10.45% |
$265K - $289K
|
38.1K
$2.8M
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-3.66K- 84.52% |
$218K - $238K
|
670
$49.3K
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.6K- 50.7% |
$214K - $234K
|
3.5K
$257K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.39K- 28.92% |
$201K - $220K
|
8.32K
$612K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 66.95% |
$190K - $207K
|
1.58K
$116K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.62K- 4.03% |
$156K - $170K
|
62.3K
$4.58M
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.26K- 35.34% |
$135K - $147K
|
4.14K
$305K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 7.08% |
$121K - $132K
|
26.7K
$1.96M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-748- 3.3% |
$44.5K - $48.6K
|
21.9K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-529- 72.57% |
$31.5K - $34.4K
|
200
$14.7K
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-287- 7.93% |
$17.1K - $18.7K
|
3.33K
$245K
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-260- 6.42% |
$15.5K - $16.9K
|
3.79K
$279K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$11.9K - $13K
|
0
$0
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-150- 25.0% |
$8.92K - $9.75K
|
450
$33.1K
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-129- 1.18% |
$7.67K - $8.39K
|
10.8K
$792K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-38- 5.06% |
$2.26K - $2.47K
|
713
$52.5K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-37Closed |
$2.2K - $2.41K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35- 0.85% |
$2.08K - $2.28K
|
4.08K
$300K
|
|
Q4 2022 | |||||||
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106KClosed |
$6.03M - $6.93M
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-51.7K- 68.29% |
$2.94M - $3.38M
|
24K
$1.77M
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-32K- 88.87% |
$1.82M - $2.09M
|
4.01K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-15.7K- 6.75% |
$893K - $1.03M
|
217K
$15.9M
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.9K- 49.55% |
$679K - $780K
|
12.1K
$894K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-9.36K- 73.31% |
$533K - $612K
|
3.41K
$251K
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-6.35K- 2.81% |
$361K - $415K
|
219K
$16.1M
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.21K- 3.18% |
$296K - $340K
|
158K
$11.7M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-619- 24.29% |
$35.2K - $40.5K
|
1.93K
$142K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-552- 86.25% |
$31.4K - $36.1K
|
88
$6.47K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-450- 50.0% |
$25.6K - $29.4K
|
450
$33.1K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-226- 49.13% |
$12.9K - $14.8K
|
234
$17.2K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 5.56% |
$5.69K - $6.54K
|
1.7K
$125K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-70- 0.38% |
$3.98K - $4.58K
|
18.4K
$1.35M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-56- 8.67% |
$3.19K - $3.66K
|
590
$43.4K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 74.63% |
$2.85K - $3.27K
|
17
$1.25K
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-13- 0.32% |
$740 - $850
|
4.04K
$298K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-90.6K- 59.12% |
$5.24M - $6.08M
|
62.7K
$4.61M
|