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 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-276- 3.2% |
$18.9K - $20.7K
|
8.35K
$603K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14K+ 100.0% |
$958K - $1.05M
|
28K
$2.03M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-209K- 98.66% |
$14.3M - $15.7M
|
2.83K
$205K
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.5K- 5.29% |
$102K - $112K
|
26.8K
$1.94M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.5K- 8.83% |
$376K - $413K
|
56.8K
$4.1M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.77KNew |
$189K - $208K
|
2.77K
$200K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
370+ 3.35% |
$25.3K - $27.8K
|
11.4K
$826K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.11% |
$273 - $300
|
3.53K
$255K
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
390+ 8.54% |
$26.6K - $29.3K
|
4.96K
$358K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.77K- 51.33% |
$394K - $433K
|
5.48K
$395K
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
277+ 0.67% |
$18.9K - $20.8K
|
41.3K
$2.99M
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1- 0.02% |
$68.3 - $75.1
|
5.5K
$397K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-12- 0.2% |
$820 - $901
|
6.02K
$435K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.35% |
$5.47K - $6K
|
22.7K
$1.64M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 6.33% |
$163K - $179K
|
40.1K
$2.89M
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.45K- 15.38% |
$509K - $559K
|
41K
$2.96M
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-136- 0.3% |
$9.29K - $10.2K
|
45.9K
$3.31M
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-513- 1.92% |
$35K - $38.5K
|
26.2K
$1.89M
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-937- 0.79% |
$64K - $70.3K
|
117K
$8.46M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
9.39K+ 46.78% |
$642K - $705K
|
29.5K
$2.13M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.02K- 15.95% |
$69.8K - $76.6K
|
5.38K
$389K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-155- 4.57% |
$10.6K - $11.6K
|
3.24K
$234K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.15K+ 102533.33% |
$420K - $462K
|
6.16K
$445K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
586+ 8.38% |
$40K - $44K
|
7.58K
$547K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.16% |
$68.3 - $75.1
|
635
$45.9K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.2K- 29.72% |
$81.7K - $89.8K
|
2.83K
$204K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.03% |
$137 - $150
|
6.1K
$440K
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
82+ 0.23% |
$5.6K - $6.15K
|
35.6K
$2.57M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-304- 1.96% |
$20.8K - $22.8K
|
15.2K
$1.1M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18M- 68.03% |
$80.5M - $88.4M
|
553K
$40M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-488- 4.54% |
$33.3K - $36.6K
|
10.3K
$741K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.1K+ 97.21% |
$690K - $758K
|
20.5K
$1.48M
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-198- 0.64% |
$13.5K - $14.9K
|
30.6K
$2.21M
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
113+ 3.61% |
$7.72K - $8.48K
|
3.24K
$234K
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$185K - $204K
|
2.71K
$196K
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.19KNew |
$218K - $239K
|
3.19K
$230K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 125.27% |
$86.4K - $94.9K
|
2.27K
$164K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
198KNew |
$13.5M - $14.8M
|
198K
$14.3M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.33K- 4.18% |
$90.9K - $99.9K
|
30.5K
$2.21M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1K- 7.32% |
$68.3K - $75.1K
|
12.7K
$915K
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
805+ 25.97% |
$55K - $60.4K
|
3.91K
$282K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.97K+ 90.93% |
$476K - $523K
|
14.6K
$1.06M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88.1K- 15.05% |
$6.13M - $6.6M
|
497K
$35.9M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 64.71% |
$765 - $824
|
6
$433
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.37KNew |
$234K - $252K
|
3.37K
$243K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.6KNew |
$181K - $194K
|
2.6K
$187K
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
21.6KNew |
$1.5M - $1.62M
|
21.6K
$1.56M
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
14KNew |
$977K - $1.05M
|
14K
$1.01M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
115New |
$8K - $8.61K
|
115
$8.31K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31- 0.22% |
$2.16K - $2.32K
|
13.8K
$993K
|