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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 26.47% |
$105K - $111K
|
4.64K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
127New |
$7.95K - $8.4K
|
127
$9.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125- 34.34% |
$7.83K - $8.27K
|
239
$17.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-962- 22.52% |
$60.2K - $63.7K
|
3.31K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-925- 18.81% |
$57.9K - $61.2K
|
3.99K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
12.8KNew |
$798K - $844K
|
12.8K
$935K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-785- 5.03% |
$49.1K - $52K
|
14.8K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
200+ 1.81% |
$12.5K - $13.2K
|
11.3K
$825K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-528- 11.42% |
$33.1K - $34.9K
|
4.1K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.27K+ 68.53% |
$142K - $150K
|
5.59K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.68KNew |
$105K - $111K
|
1.68K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
837+ 1.11% |
$52.4K - $55.4K
|
76.4K
$5.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-524- 2.79% |
$32.8K - $34.7K
|
18.2K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-455- 12.28% |
$28.5K - $30.1K
|
3.25K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100New |
$6.26K - $6.62K
|
100
$7.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-500- 12.66% |
$31.3K - $33.1K
|
3.45K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-222- 47.95% |
$13.9K - $14.7K
|
241
$17.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.62KNew |
$289K - $305K
|
4.62K
$338K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.63K- 88.98% |
$228K - $240K
|
450
$33K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$62.6 - $66.2
|
5.32K
$390K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-267- 49.72% |
$16.7K - $17.7K
|
270
$19.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-798- 7.21% |
$50K - $52.8K
|
10.3K
$753K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.2KNew |
$699K - $739K
|
11.2K
$819K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.02KNew |
$63.9K - $67.5K
|
1.02K
$74.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
9.08KNew |
$569K - $601K
|
9.08K
$666K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2+ 0.05% |
$125 - $132
|
3.65K
$268K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-4.83K- 34.79% |
$302K - $319K
|
9.05K
$663K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-501- 93.47% |
$31.4K - $33.2K
|
35
$2.57K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-42- 0.66% |
$2.63K - $2.78K
|
6.3K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$62.6K - $66.2K
|
1K
$73.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.81KNew |
$489K - $517K
|
7.81K
$572K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-500- 6.05% |
$31.3K - $33.1K
|
7.77K
$569K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-295- 7.25% |
$18.5K - $19.5K
|
3.77K
$277K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-789- 15.79% |
$49.4K - $52.2K
|
4.21K
$308K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-438- 8.69% |
$27.4K - $29K
|
4.61K
$338K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-165- 3.39% |
$10.3K - $10.9K
|
4.7K
$345K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.49% |
$62.6 - $66.2
|
205
$15K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4.95KNew |
$310K - $327K
|
4.95K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
310New |
$19.4K - $20.5K
|
310
$22.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
763New |
$47.8K - $50.5K
|
763
$55.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
736+ 9.05% |
$46.1K - $48.7K
|
8.87K
$650K
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
40+ 0.56% |
$2.5K - $2.65K
|
7.22K
$529K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
150New |
$9.39K - $9.93K
|
150
$11K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
260+ 7.07% |
$16.3K - $17.2K
|
3.94K
$289K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-43K- 89.21% |
$2.69M - $2.84M
|
5.2K
$382K
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
40+ 0.36% |
$2.5K - $2.63K
|
11.2K
$821K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-160- 44.44% |
$9.99K - $10.5K
|
200
$14.7K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-15Closed |
$936 - $988
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-276- 4.28% |
$17.2K - $18.2K
|
6.18K
$453K
|
|