Latest Institutional Transactions on Invesco S&P 500 Value With Mom (SPVM)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Value With Mom (SPVM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30.5K- 94.5% |
$1.69M - $1.83M
|
1.78K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-268- 27.66% |
$14.8K - $16.1K
|
701
$40.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.6K+ 8.97% |
$144K - $156K
|
31.6K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69- 1.4% |
$3.81K - $4.15K
|
4.87K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.32K- 34.29% |
$73K - $79.5K
|
2.53K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-440- 1.22% |
$24.3K - $26.5K
|
35.7K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.72K- 36.68% |
$150K - $164K
|
4.7K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.9K- 25.6% |
$381K - $415K
|
20.1K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.47K- 2.97% |
$81.1K - $88.3K
|
48K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.88K+ 376.4% |
$104K - $113K
|
2.38K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5- 0.12% |
$276 - $301
|
4K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
141KNew |
$7.79M - $8.48M
|
141K
$8.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.07K+ 10.97% |
$446K - $485K
|
81.6K
$4.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
550New |
$30.4K - $33.1K
|
550
$31.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
76.8KNew |
$4.24M - $4.62M
|
76.8K
$4.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.4KNew |
$133K - $144K
|
2.4K
$139K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$663 - $722
|
12
$695
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-8- 88.89% |
$457 - $505
|
1
$57.9
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-308- 2.31% |
$17.6K - $19.4K
|
13K
$752K
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1KNew |
$57.1K - $63.1K
|
1K
$57.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.72K+ 23.31% |
$91.6K - $101K
|
9.07K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$53.4 - $58.7
|
1
$57.9
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-221- 35.59% |
$11K - $12.5K
|
400
$23.2K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.12KNew |
$105K - $119K
|
2.12K
$123K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.37% |
$49.7 - $56.4
|
270
$15.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-913- 6.66% |
$45.3K - $51.5K
|
12.8K
$741K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 75.0% |
$135K - $143K
|
950
$55K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-4.23KClosed |
$189K - $217K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.16K- 15.33% |
$52.8K - $60.6K
|
6.41K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$4.91K - $5.64K
|
108
$6.25K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.96K+ 84.19% |
$362K - $416K
|
17.4K
$1.01M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.8K+ 76.62% |
$1.06M - $1.23M
|
54.9K
$3.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2K- 28.05% |
$88.5K - $103K
|
5.13K
$297K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.71KClosed |
$123K - $151K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-7Closed |
$318 - $390
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.2KClosed |
$2.19M - $2.68M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.7KClosed |
$1.35M - $1.58M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.7KClosed |
$349K - $407K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-364KClosed |
$14.6M - $17M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
143New |
$4.95K - $5.88K
|
143
$8.28K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-550Closed |
$17.5K - $20.1K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-205Closed |
$6.54K - $7.51K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.34KClosed |
$34.7K - $50.2K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-171Closed |
$4.44K - $6.42K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-700Closed |
$18.2K - $26.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.3KClosed |
$291K - $537K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.99KClosed |
$191K - $217K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Mar 24, 2023
Q2 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50- 3.23% |
$1.88K - $2.01K
|
1.5K
$86.8K
|
|
|
Sep 07, 2021
Q2 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-66Closed |
$2.49K - $2.66K
|
0
$0
|
|