Purchases and Sales Made in Q2 2024 in Invesco S&P 500 Value With Mom (SPVM)
This table provides information about the institutional ownership of Invesco S&P 500 Value With Mom (SPVM) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 VALUE WITH MOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.51K+ 65.05% |
$134K - $141K
|
6.38K
$370K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3K+ 2.86% |
$69.1K - $73K
|
46.7K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3K+ 2.86% |
$69.1K - $73K
|
46.7K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
370+ 1.16% |
$19.7K - $20.8K
|
32.4K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
300+ 136.36% |
$16K - $16.9K
|
520
$30.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$53.2 - $56.2
|
2
$116
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4- 0.07% |
$213 - $225
|
6.05K
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-302- 4.79% |
$16.1K - $17K
|
6K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.12K- 38.96% |
$59.6K - $63K
|
1.76K
$102K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.2K- 3.93% |
$117K - $124K
|
53.8K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.64K- 44.6% |
$141K - $148K
|
3.28K
$190K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.5K- 8.3% |
$186K - $197K
|
38.7K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.5K- 70.38% |
$930K - $983K
|
7.36K
$426K
|