Latest Institutional Purchases of Invesco S&P 500 Value With Mom (SPVM)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Value With Mom (SPVM) 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
141KNew |
$7.79M - $8.48M
|
141K
$8.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
76.8KNew |
$4.24M - $4.62M
|
76.8K
$4.76M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.07K+ 10.97% |
$446K - $485K
|
81.6K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.6K+ 8.97% |
$144K - $156K
|
31.6K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.4KNew |
$133K - $144K
|
2.4K
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
550New |
$30.4K - $33.1K
|
550
$34.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$663 - $722
|
12
$745
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1KNew |
$57.1K - $63.1K
|
1K
$62.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.72K+ 23.31% |
$91.6K - $101K
|
9.07K
$563K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.12KNew |
$105K - $119K
|
2.12K
$131K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.37% |
$49.7 - $56.4
|
270
$16.8K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.96K+ 84.19% |
$362K - $416K
|
17.4K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$4.91K - $5.64K
|
108
$6.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.8K+ 76.62% |
$1.06M - $1.23M
|
54.9K
$3.41M
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
143New |
$4.95K - $5.88K
|
143
$8.87K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$36.7 - $39.1
|
1
$62.1
|
|