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 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.63K- 88.98% |
$228K - $240K
|
450
$32.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$62.6 - $66.2
|
5.32K
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-267- 49.72% |
$16.7K - $17.7K
|
270
$19.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-798- 7.21% |
$50K - $52.8K
|
10.3K
$742K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.2KNew |
$699K - $739K
|
11.2K
$807K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.02KNew |
$63.9K - $67.5K
|
1.02K
$73.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
9.08KNew |
$569K - $601K
|
9.08K
$656K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2+ 0.05% |
$125 - $132
|
3.65K
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-4.83K- 34.79% |
$302K - $319K
|
9.05K
$654K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-501- 93.47% |
$31.4K - $33.2K
|
35
$2.53K
|
|
|
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
$455K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$62.6K - $66.2K
|
1K
$72.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.81KNew |
$489K - $517K
|
7.81K
$564K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-500- 6.05% |
$31.3K - $33.1K
|
7.77K
$561K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-295- 7.25% |
$18.5K - $19.5K
|
3.77K
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-789- 15.79% |
$49.4K - $52.2K
|
4.21K
$304K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-438- 8.69% |
$27.4K - $29K
|
4.61K
$333K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-165- 3.39% |
$10.3K - $10.9K
|
4.7K
$339K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.49% |
$62.6 - $66.2
|
205
$14.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4.95KNew |
$310K - $327K
|
4.95K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
310New |
$19.4K - $20.5K
|
310
$22.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-829- 14.1% |
$51.9K - $54.9K
|
5.05K
$365K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
763New |
$47.8K - $50.5K
|
763
$55.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
736+ 9.05% |
$46.1K - $48.7K
|
8.87K
$641K
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
40+ 0.56% |
$2.5K - $2.65K
|
7.22K
$521K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
150New |
$9.39K - $9.93K
|
150
$10.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
260+ 7.07% |
$16.3K - $17.2K
|
3.94K
$284K
|
|
| Q1 2024 | |||||||
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
40+ 0.36% |
$2.5K - $2.63K
|
11.2K
$809K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-160- 44.44% |
$9.99K - $10.5K
|
200
$14.4K
|
|
|
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
$446K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-532- 82.23% |
$33.2K - $35K
|
115
$8.31K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
32K+ 15.18% |
$1.99M - $2.1M
|
242K
$17.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
3.4KNew |
$213K - $224K
|
3.4K
$246K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-7.87KClosed |
$491K - $518K
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26Closed |
$1.62K - $1.71K
|
0
$0
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
367New |
$22.9K - $24.2K
|
367
$26.5K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
147New |
$9.18K - $9.68K
|
147
$10.6K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.41K- 8.89% |
$88K - $92.9K
|
14.4K
$1.04M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-669- 17.41% |
$41.8K - $44.1K
|
3.17K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.8KNew |
$112K - $119K
|
1.8K
$130K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
578KNew |
$36.1M - $38.1M
|
578K
$41.7M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 3.03% |
$62.4 - $65.9
|
34
$2.46K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
930New |
$58.1K - $61.3K
|
930
$67.2K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.99KNew |
$623K - $658K
|
9.99K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-27.3K- 22.72% |
$1.7M - $1.8M
|
92.8K
$6.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.7K- 11.81% |
$1.23M - $1.3M
|
147K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.9K+ 53.92% |
$2.55M - $2.69M
|
117K
$8.43M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
194New |
$12.1K - $12.8K
|
194
$14K
|
|