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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.9K+ 7.66% |
$1.67M - $1.86M
|
364K
$26.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.4K+ 4.08% |
$1.44M - $1.61M
|
571K
$42M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$194K - $215K
|
3K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.87KNew |
$186K - $206K
|
2.87K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.29K- 42.74% |
$148K - $164K
|
3.06K
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93KNew |
$189K - $210K
|
2.93K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 13.01% |
$66K - $73.3K
|
6.84K
$503K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4.93K+ 4.58% |
$318K - $353K
|
112K
$8.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.58KNew |
$360K - $400K
|
5.58K
$411K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.6KNew |
$1.07M - $1.19M
|
16.6K
$1.22M
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.84KNew |
$428K - $453K
|
6.84K
$503K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-161- 2.34% |
$10.1K - $10.7K
|
6.72K
$494K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.61KNew |
$226K - $239K
|
3.61K
$266K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.84KNew |
$240K - $254K
|
3.84K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
71.3K+ 4395.99% |
$4.46M - $4.72M
|
72.9K
$5.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125- 34.34% |
$7.83K - $8.27K
|
239
$17.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-925- 18.81% |
$57.9K - $61.2K
|
3.99K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
200+ 1.81% |
$12.5K - $13.2K
|
11.3K
$828K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-528- 11.42% |
$33.1K - $34.9K
|
4.1K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.27K+ 68.53% |
$142K - $150K
|
5.59K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.68KNew |
$105K - $111K
|
1.68K
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
837+ 1.11% |
$52.4K - $55.4K
|
76.4K
$5.62M
|
|
|
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
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100New |
$6.26K - $6.62K
|
100
$7.36K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-500- 12.66% |
$31.3K - $33.1K
|
3.45K
$254K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.62KNew |
$289K - $305K
|
4.62K
$340K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.63K- 88.98% |
$228K - $240K
|
450
$33.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$62.6 - $66.2
|
5.32K
$391K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-267- 49.72% |
$16.7K - $17.7K
|
270
$19.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.2KNew |
$699K - $739K
|
11.2K
$822K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.02KNew |
$63.9K - $67.5K
|
1.02K
$75K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
9.08KNew |
$569K - $601K
|
9.08K
$668K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2+ 0.05% |
$125 - $132
|
3.65K
$269K
|
|
|
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
$463K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$62.6K - $66.2K
|
1K
$73.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-789- 15.79% |
$49.4K - $52.2K
|
4.21K
$310K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-438- 8.69% |
$27.4K - $29K
|
4.61K
$339K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-165- 3.39% |
$10.3K - $10.9K
|
4.7K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.49% |
$62.6 - $66.2
|
205
$15.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4.95KNew |
$310K - $327K
|
4.95K
$364K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
310New |
$19.4K - $20.5K
|
310
$22.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
763New |
$47.8K - $50.5K
|
763
$56.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
736+ 9.05% |
$46.1K - $48.7K
|
8.87K
$653K
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
40+ 0.56% |
$2.5K - $2.65K
|
7.22K
$531K
|
|
|
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
$290K
|
|
| Q1 2024 | |||||||
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
40+ 0.36% |
$2.5K - $2.63K
|
11.2K
$824K
|
|