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
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
21.8KNew |
$1.49M - $1.64M
|
21.8K
$1.6M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$1.01M - $1.11M
|
14.8K
$1.08M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-11.8K- 2.46% |
$804K - $883K
|
466K
$34.1M
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
95.6KNew |
$6.53M - $7.18M
|
95.6K
$7.01M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.48KNew |
$238K - $261K
|
3.48K
$255K
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.5K- 8.83% |
$376K - $413K
|
56.8K
$4.17M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.77KNew |
$189K - $208K
|
2.77K
$203K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.11% |
$273 - $300
|
3.53K
$259K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.77K- 51.33% |
$394K - $433K
|
5.48K
$401K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-12- 0.2% |
$820 - $901
|
6.02K
$442K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.35% |
$5.47K - $6K
|
22.7K
$1.66M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.03% |
$137 - $150
|
6.1K
$447K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-488- 4.54% |
$33.3K - $36.6K
|
10.3K
$753K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.1K+ 97.21% |
$690K - $758K
|
20.5K
$1.5M
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$185K - $204K
|
2.71K
$199K
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.19KNew |
$218K - $239K
|
3.19K
$234K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
198KNew |
$13.5M - $14.8M
|
198K
$14.5M
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
805+ 25.97% |
$55K - $60.4K
|
3.91K
$286K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88.1K- 15.05% |
$6.13M - $6.6M
|
497K
$36.5M
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.37KNew |
$234K - $252K
|
3.37K
$247K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.6KNew |
$181K - $194K
|
2.6K
$190K
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
14KNew |
$977K - $1.05M
|
14K
$1.03M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
115New |
$8K - $8.61K
|
115
$8.43K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31- 0.22% |
$2.16K - $2.32K
|
13.8K
$1.01M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
58New |
$4.04K - $4.34K
|
58
$4.25K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
854New |
$59.4K - $63.9K
|
854
$62.6K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5KNew |
$1.7M - $1.83M
|
24.5K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.15K+ 0.69% |
$150K - $161K
|
314K
$23M
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
300+ 0.1% |
$20.9K - $22.5K
|
306K
$22.4M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
40KNew |
$2.78M - $2.99M
|
40K
$2.93M
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
23.5KNew |
$1.63M - $1.76M
|
23.5K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4KNew |
$278K - $299K
|
4K
$293K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
761+ 6.54% |
$53K - $57K
|
12.4K
$909K
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
203New |
$14.1K - $15.2K
|
203
$14.9K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$69.6 - $74.9
|
14K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.1K+ 153.36% |
$910K - $979K
|
21.6K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$1.2M - $1.29M
|
17.2K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-305- 3.67% |
$21.2K - $22.8K
|
8.01K
$587K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
765New |
$53.2K - $57.3K
|
765
$56.1K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
562New |
$39.1K - $42.1K
|
562
$41.2K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
209New |
$14.5K - $15.6K
|
209
$15.3K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
210New |
$14.6K - $15.7K
|
210
$15.4K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-430- 8.78% |
$29.9K - $32.2K
|
4.47K
$328K
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.5KNew |
$313K - $337K
|
4.5K
$330K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.5K- 99.93% |
$1.15M - $1.24M
|
11
$807
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-138- 1.74% |
$9.6K - $10.3K
|
7.81K
$572K
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-192- 5.39% |
$13.4K - $14.4K
|
3.37K
$247K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$10.9K - $11.7K
|
156
$11.4K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-635- 14.81% |
$44.2K - $47.5K
|
3.65K
$268K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.74KNew |
$260K - $280K
|
3.74K
$274K
|