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 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-16.4K- 32.35% |
$987K - $1.05M
|
34.2K
$2.46M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.5K- 99.85% |
$874K - $931K
|
22
$1.58K
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.43K- 48.53% |
$568K - $606K
|
10K
$719K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.31KClosed |
$561K - $598K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-9.31K- 45.57% |
$561K - $598K
|
11.1K
$799K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.17KClosed |
$251K - $268K
|
0
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-3.59K- 14.96% |
$216K - $230K
|
20.4K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.57K- 5.11% |
$215K - $230K
|
66.3K
$4.76M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.12K- 7.71% |
$188K - $200K
|
37.3K
$2.68M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-3.12K- 7.71% |
$188K - $200K
|
37.3K
$2.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.65K- 95.11% |
$160K - $170K
|
136
$9.77K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.3K- 35.05% |
$139K - $148K
|
4.26K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.94K- 88.8% |
$117K - $125K
|
245
$17.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.87K- 29.38% |
$113K - $120K
|
4.49K
$323K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.83K- 26.49% |
$110K - $118K
|
5.09K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.46K- 4.62% |
$88K - $93.8K
|
30.2K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.35K- 3.87% |
$81.1K - $86.4K
|
33.4K
$2.4M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-949- 18.8% |
$57.2K - $61K
|
4.1K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-400- 9.03% |
$24.1K - $25.7K
|
4.03K
$289K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-238- 6.91% |
$14.3K - $15.3K
|
3.21K
$231K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160- 60.15% |
$9.64K - $10.3K
|
106
$7.62K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-134- 19.09% |
$8.08K - $8.61K
|
568
$40.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-105- 14.56% |
$6.33K - $6.75K
|
616
$44.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 62.5% |
$301 - $321
|
3
$216
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-4- 0.2% |
$241 - $257
|
1.95K
$140K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-263K- 43.38% |
$15.6M - $17.1M
|
343K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-245K- 75.13% |
$14.6M - $15.9M
|
81.1K
$5.83M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-36.2K- 99.98% |
$2.15M - $2.36M
|
7
$503
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11.4KClosed |
$678K - $741K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5KClosed |
$297K - $325K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 10.45% |
$265K - $289K
|
38.1K
$2.74M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-3.66K- 84.52% |
$218K - $238K
|
670
$48.2K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.6K- 50.7% |
$214K - $234K
|
3.5K
$252K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.39K- 28.92% |
$201K - $220K
|
8.32K
$598K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 66.95% |
$190K - $207K
|
1.58K
$113K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.62K- 4.03% |
$156K - $170K
|
62.3K
$4.48M
|
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.26K- 35.34% |
$135K - $147K
|
4.14K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.05K- 53.95% |
$122K - $133K
|
1.75K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 7.08% |
$121K - $132K
|
26.7K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-748- 3.3% |
$44.5K - $48.6K
|
21.9K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-529- 72.57% |
$31.5K - $34.4K
|
200
$14.4K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-287- 7.93% |
$17.1K - $18.7K
|
3.33K
$240K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-260- 6.42% |
$15.5K - $16.9K
|
3.79K
$272K
|
|
|
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
$32.3K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-129- 1.18% |
$7.67K - $8.39K
|
10.8K
$773K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-84- 2.26% |
$5K - $5.46K
|
3.63K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-38- 5.06% |
$2.26K - $2.47K
|
713
$51.2K
|
|
|
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
$293K
|
|