Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Low (SPLV) 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 |
---|---|---|---|---|---|---|---|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
3.88KNew |
$265K - $291K
|
3.88K
$280K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
48.1KNew |
$3.28M - $3.61M
|
48.1K
$3.47M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.42% |
$68.3 - $75.1
|
240
$17.3K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.74KNew |
$187K - $205K
|
2.74K
$198K
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-159- 2.83% |
$10.9K - $11.9K
|
5.47K
$395K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.49K+ 3.57% |
$375K - $412K
|
159K
$11.5M
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
2.69KNew |
$183K - $202K
|
2.69K
$194K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.27% |
$888 - $976
|
4.79K
$346K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.2K- 12.85% |
$969K - $1.06M
|
96.2K
$6.95M
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-100- 0.93% |
$6.83K - $7.51K
|
10.6K
$766K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.8K+ 394.6% |
$804K - $883K
|
14.7K
$1.07M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.6KNew |
$724K - $795K
|
10.6K
$765K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.6KNew |
$1.27M - $1.39M
|
18.6K
$1.34M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
176+ 0.92% |
$12K - $13.2K
|
19.3K
$1.4M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
26.5KNew |
$1.81M - $1.99M
|
26.5K
$1.91M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.07% |
$410 - $450
|
8.09K
$584K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-213- 24.12% |
$14.6K - $16K
|
670
$48.4K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.07K- 0.95% |
$142K - $156K
|
216K
$15.6M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.37K- 11.47% |
$572K - $628K
|
64.6K
$4.67M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.16K- 7.13% |
$147K - $162K
|
28.1K
$2.03M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-189- 17.37% |
$12.9K - $14.2K
|
899
$64.9K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-790- 5.24% |
$54K - $59.3K
|
14.3K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.97K- 39.53% |
$339K - $373K
|
7.6K
$549K
|
|
May 15, 2025
Q1 2025
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
4KNew |
$273K - $300K
|
4K
$289K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-63.7K- 67.27% |
$4.35M - $4.78M
|
31K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.12K+ 85.36% |
$554K - $609K
|
17.6K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.61% |
$137 - $150
|
331
$23.9K
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13K- 55.24% |
$890K - $978K
|
10.6K
$763K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.34K- 11.29% |
$160K - $176K
|
18.4K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
82.6K+ 335.0% |
$5.64M - $6.2M
|
107K
$7.75M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.58K- 1.12% |
$176K - $194K
|
228K
$16.5M
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-18- 0.6% |
$1.23K - $1.35K
|
3K
$217K
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.8K- 68.75% |
$465K - $510K
|
3.09K
$223K
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
140KNew |
$9.56M - $10.5M
|
140K
$10.1M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-933- 2.14% |
$63.7K - $70K
|
42.6K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.4KNew |
$300K - $330K
|
4.4K
$318K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
842K+ 12.37% |
$57.6M - $63.2M
|
7.66M
$553M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.67M- 20.11% |
$114M - $125M
|
6.62M
$478M
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.71K- 30.89% |
$253K - $278K
|
8.3K
$600K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.05K+ 2.33% |
$208K - $229K
|
134K
$9.66M
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.66K+ 14.29% |
$250K - $274K
|
29.3K
$2.11M
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
29+ 0.29% |
$1.98K - $2.18K
|
10.1K
$729K
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.69KNew |
$184K - $202K
|
2.69K
$195K
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
300New |
$20.5K - $22.5K
|
300
$21.7K
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-154- 1.98% |
$10.5K - $11.6K
|
7.63K
$551K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 8.26% |
$77.7K - $85.4K
|
14.9K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
257KNew |
$17.6M - $19.3M
|
257K
$18.6M
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-9.56K- 14.27% |
$653K - $717K
|
57.4K
$4.15M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.09K- 3.01% |
$485K - $532K
|
228K
$16.5M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103K+ 7.83% |
$7M - $7.69M
|
1.41M
$102M
|