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 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
215+ 6.24% |
$14.7K - $16.1K
|
3.66K
$265K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.59K+ 1369.84% |
$177K - $194K
|
2.78K
$201K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-185- 1.41% |
$12.6K - $13.9K
|
12.9K
$932K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13+ 0.43% |
$888 - $976
|
3.02K
$218K
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-48- 0.7% |
$3.28K - $3.6K
|
6.8K
$491K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.1K- 3.32% |
$760K - $835K
|
324K
$23.4M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48New |
$3.28K - $3.6K
|
48
$3.47K
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
57+ 0.41% |
$3.89K - $4.28K
|
14K
$1.01M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.21K- 9.73% |
$220K - $241K
|
29.8K
$2.15M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51.5K+ 35.95% |
$3.52M - $3.86M
|
195K
$14.1M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-204- 6.89% |
$13.9K - $15.3K
|
2.76K
$199K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
140K+ 3299.39% |
$9.56M - $10.5M
|
144K
$10.4M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 2.19% |
$956 - $1.05K
|
653
$47.2K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
84.7K+ 18.42% |
$5.79M - $6.36M
|
545K
$39.3M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.43% |
$615 - $676
|
2.11K
$152K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-629- 14.0% |
$43K - $47.2K
|
3.86K
$279K
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.29KNew |
$361K - $397K
|
5.29K
$382K
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
19.5K+ 4.69% |
$1.33M - $1.46M
|
435K
$31.4M
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4+ 0.09% |
$273 - $300
|
4.31K
$311K
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.54K- 15.63% |
$105K - $115K
|
8.29K
$598K
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 3.18% |
$784K - $861K
|
373K
$26.9M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.06% |
$205 - $225
|
5.3K
$383K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 2.13% |
$8.2K - $9.01K
|
5.52K
$398K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2+ 0.07% |
$137 - $150
|
3.06K
$221K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3+ 0.09% |
$205 - $225
|
3.36K
$243K
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.43KNew |
$303K - $332K
|
4.43K
$320K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.44K- 21.57% |
$98.4K - $108K
|
5.24K
$378K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.62K- 6.86% |
$316K - $347K
|
62.7K
$4.53M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.05K- 10.87% |
$140K - $153K
|
16.8K
$1.21M
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-745- 8.94% |
$50.9K - $55.9K
|
7.59K
$548K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.9KNew |
$198K - $218K
|
2.9K
$210K
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.76KNew |
$189K - $207K
|
2.76K
$199K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.22K- 2.22% |
$83.3K - $91.5K
|
53.6K
$3.87M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.68K+ 63.35% |
$183K - $201K
|
6.91K
$499K
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-700- 77.78% |
$47.8K - $52.5K
|
200
$14.4K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.54K- 1.33% |
$174K - $191K
|
188K
$13.6M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
30+ 0.43% |
$2.05K - $2.25K
|
6.99K
$505K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-848- 6.06% |
$57.9K - $63.7K
|
13.1K
$949K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.25K+ 80.61% |
$427K - $469K
|
14K
$1.01M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7+ 0.22% |
$478 - $525
|
3.26K
$236K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.24K- 5.92% |
$289K - $318K
|
67.3K
$4.86M
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.94K+ 14.0% |
$132K - $145K
|
15.8K
$1.14M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.9K- 67.9% |
$1.63M - $1.79M
|
11.3K
$815K
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
21.8KNew |
$1.49M - $1.64M
|
21.8K
$1.58M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$1.01M - $1.11M
|
14.8K
$1.07M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-11.8K- 2.46% |
$804K - $883K
|
466K
$33.6M
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
95.6KNew |
$6.53M - $7.18M
|
95.6K
$6.91M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.5K+ 171.59% |
$2.84M - $3.12M
|
65.7K
$4.75M
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-776- 3.35% |
$53K - $58.2K
|
22.4K
$1.62M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.48KNew |
$238K - $261K
|
3.48K
$252K
|