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 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
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-532- 82.23% |
$33.2K - $35K
|
115
$8.46K
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
3.4KNew |
$213K - $224K
|
3.4K
$250K
|
|
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
$27K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
147New |
$9.18K - $9.68K
|
147
$10.8K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.41K- 8.89% |
$88K - $92.9K
|
14.4K
$1.06M
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-669- 17.41% |
$41.8K - $44.1K
|
3.17K
$233K
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
578KNew |
$36.1M - $38.1M
|
578K
$42.5M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 3.03% |
$62.4 - $65.9
|
34
$2.5K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
930New |
$58.1K - $61.3K
|
930
$68.4K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.99KNew |
$623K - $658K
|
9.99K
$735K
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-27.3K- 22.72% |
$1.7M - $1.8M
|
92.8K
$6.83M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.7K- 11.81% |
$1.23M - $1.3M
|
147K
$10.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.9K+ 53.92% |
$2.55M - $2.69M
|
117K
$8.59M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
194New |
$12.1K - $12.8K
|
194
$14.3K
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1- 0.01% |
$62.4 - $65.9
|
7.01K
$516K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
290KNew |
$18.1M - $19.1M
|
290K
$21.3M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.21K- 85.03% |
$388K - $409K
|
1.09K
$80.5K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149New |
$9.3K - $9.81K
|
149
$11K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
446+ 9.97% |
$27.8K - $29.4K
|
4.92K
$362K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
288K+ 251.74% |
$18M - $19M
|
403K
$29.6M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-201- 1.74% |
$12.5K - $13.2K
|
11.4K
$835K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
200+ 1.0% |
$12.5K - $13.2K
|
20.3K
$1.49M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-82- 2.21% |
$5.12K - $5.4K
|
3.62K
$266K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-650- 8.63% |
$40.6K - $42.8K
|
6.88K
$506K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
206New |
$12.9K - $13.6K
|
206
$15.2K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3.49KNew |
$218K - $230K
|
3.49K
$256K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-672- 17.68% |
$42K - $44.3K
|
3.13K
$230K
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-952- 23.32% |
$59.4K - $62.7K
|
3.13K
$230K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$281K - $296K
|
4.5K
$331K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-634- 1.73% |
$39.6K - $41.8K
|
36K
$2.65M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-10.1K- 36.45% |
$633K - $668K
|
17.7K
$1.3M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.17KNew |
$198K - $209K
|
3.17K
$233K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$162K - $171K
|
2.59K
$191K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.83K- 47.44% |
$176K - $186K
|
3.13K
$230K
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.45KNew |
$215K - $227K
|
3.45K
$254K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-12.3K- 26.34% |
$767K - $809K
|
34.3K
$2.53M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
42KNew |
$2.62M - $2.77M
|
42K
$3.09M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.2% |
$1.12K - $1.19K
|
9.14K
$672K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.51K- 80.05% |
$157K - $165K
|
625
$46K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.59K- 57.88% |
$286K - $302K
|
3.34K
$246K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-900- 21.67% |
$56.2K - $59.3K
|
3.25K
$239K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.9KNew |
$306K - $323K
|
4.9K
$360K
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
35.5K+ 114.71% |
$2.21M - $2.34M
|
66.4K
$4.88M
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
3.18KNew |
$199K - $210K
|
3.18K
$234K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
6.96KNew |
$434K - $458K
|
6.96K
$512K
|
|
Q4 2023 | |||||||
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.08KNew |
$407K - $449K
|
7.08K
$521K
|