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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-48.5K- 22.02% |
$3.31M - $3.64M
|
172K
$12.4M
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-62- 1.83% |
$4.24K - $4.65K
|
3.32K
$240K
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
71+ 0.42% |
$4.85K - $5.33K
|
16.8K
$1.21M
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-573- 4.49% |
$39.1K - $43K
|
12.2K
$881K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-385- 11.6% |
$26.3K - $28.9K
|
2.93K
$212K
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
70.7K+ 105.76% |
$4.83M - $5.31M
|
138K
$9.93M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 0.55% |
$4.99K - $5.48K
|
13.1K
$947K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-165- 0.62% |
$11.3K - $12.4K
|
26.4K
$1.91M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
18+ 0.06% |
$1.23K - $1.35K
|
32.6K
$2.35M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.54K+ 6.23% |
$583K - $641K
|
146K
$10.5M
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
450+ 0.49% |
$30.7K - $33.8K
|
91.6K
$6.61M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
97New |
$6.63K - $7.28K
|
97
$7.01K
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
475+ 2.63% |
$32.5K - $35.7K
|
18.5K
$1.34M
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
33+ 0.42% |
$2.25K - $2.48K
|
7.97K
$576K
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
91K+ 899.7% |
$6.22M - $6.83M
|
101K
$7.3M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.94K- 5.33% |
$201K - $220K
|
52.2K
$3.77M
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
105K+ 1308625.0% |
$7.15M - $7.86M
|
105K
$7.56M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.5K+ 8.37% |
$1.61M - $1.77M
|
305K
$22M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
203+ 0.41% |
$13.9K - $15.2K
|
49.5K
$3.58M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-527- 1.79% |
$36K - $39.6K
|
28.9K
$2.09M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 0.65% |
$73.9K - $81.1K
|
166K
$12M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
66+ 1.52% |
$4.51K - $4.95K
|
4.42K
$319K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
40.6K+ 350.81% |
$2.77M - $3.05M
|
52.2K
$3.77M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
190+ 3.35% |
$13K - $14.3K
|
5.87K
$424K
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
26+ 0.16% |
$1.78K - $1.95K
|
16.4K
$1.18M
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-331- 7.79% |
$22.6K - $24.8K
|
3.92K
$283K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.51K+ 11.09% |
$308K - $339K
|
45.2K
$3.26M
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.08K- 16.48% |
$210K - $231K
|
15.6K
$1.13M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
803+ 3.71% |
$54.9K - $60.3K
|
22.4K
$1.62M
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
6+ 0.19% |
$410 - $450
|
3.2K
$231K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-217- 5.87% |
$14.8K - $16.3K
|
3.48K
$252K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.64K+ 24.46% |
$249K - $273K
|
18.5K
$1.34M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
133+ 0.67% |
$9.09K - $9.98K
|
20K
$1.44M
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.73KNew |
$186K - $205K
|
2.73K
$197K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.73% |
$273 - $300
|
543
$39.2K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.9KNew |
$403K - $443K
|
5.9K
$426K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
22+ 0.27% |
$1.5K - $1.65K
|
8.25K
$596K
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25+ 0.47% |
$1.71K - $1.88K
|
5.33K
$385K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.3K+ 13226.71% |
$1.32M - $1.45M
|
19.5K
$1.41M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.35K- 3.01% |
$161K - $177K
|
75.7K
$5.47M
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13- 0.2% |
$888 - $976
|
6.33K
$458K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
62.3KNew |
$4.25M - $4.67M
|
62.3K
$4.5M
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.03% |
$68.3 - $75.1
|
3.8K
$274K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 1.78% |
$74.5K - $81.8K
|
60.1K
$4.34M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 4.13% |
$6.83K - $7.51K
|
2.52K
$182K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26.1K+ 727.46% |
$1.78M - $1.96M
|
29.7K
$2.14M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-124- 1.56% |
$8.47K - $9.31K
|
7.81K
$564K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-721- 5.91% |
$49.3K - $54.1K
|
11.5K
$829K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2+ 0.02% |
$137 - $150
|
9.76K
$705K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
795+ 5.34% |
$54.3K - $59.7K
|
15.7K
$1.13M
|