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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.4K+ 98.78% |
$2.15M - $2.36M
|
63.2K
$4.6M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.41% |
$342 - $375
|
1.24K
$90.1K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-599- 11.01% |
$40.9K - $45K
|
4.84K
$353K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
454+ 28.66% |
$31K - $34.1K
|
2.04K
$148K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.47K- 8.11% |
$169K - $185K
|
28K
$2.04M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18New |
$1.23K - $1.35K
|
18
$1.31K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-550- 9.73% |
$37.6K - $41.3K
|
5.1K
$371K
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.37K- 17.38% |
$93.7K - $103K
|
6.52K
$475K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.26K- 47.27% |
$359K - $395K
|
5.87K
$427K
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.75KNew |
$256K - $281K
|
3.75K
$273K
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-293- 1.34% |
$20K - $22K
|
21.7K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-106K- 77.77% |
$7.23M - $7.95M
|
30.3K
$2.2M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 34.88% |
$75.5K - $82.9K
|
4.27K
$311K
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.68KNew |
$183K - $201K
|
2.68K
$195K
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
28+ 0.43% |
$1.91K - $2.1K
|
6.55K
$477K
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
29+ 0.14% |
$1.98K - $2.18K
|
21K
$1.53M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 0.66% |
$13.7K - $15K
|
30.2K
$2.2M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.18K+ 14.55% |
$80.7K - $88.6K
|
9.3K
$677K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-52- 0.28% |
$3.55K - $3.9K
|
18.6K
$1.36M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-14.7K- 68.53% |
$1M - $1.1M
|
6.75K
$491K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.44% |
$1.23K - $1.35K
|
4.12K
$300K
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10+ 0.2% |
$683 - $751
|
5.01K
$365K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.4K- 5.36% |
$1.12M - $1.23M
|
290K
$21.1M
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2+ 0.06% |
$137 - $150
|
3.31K
$241K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 5.94% |
$7.14M - $7.85M
|
1.86M
$136M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-4.97K- 51.52% |
$339K - $373K
|
4.67K
$340K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.43K- 0.99% |
$166K - $183K
|
242K
$17.6M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.35K+ 293.68% |
$92.1K - $101K
|
1.81K
$132K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-31.1K- 4.76% |
$2.12M - $2.33M
|
621K
$45.2M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.73K+ 3.0% |
$118K - $129K
|
59.2K
$4.31M
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
304+ 8.37% |
$20.8K - $22.8K
|
3.94K
$287K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.78K+ 75.24% |
$668K - $734K
|
22.8K
$1.66M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.64K- 17.25% |
$248K - $273K
|
17.4K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-722- 7.13% |
$49.3K - $54.2K
|
9.4K
$685K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136K+ 13.88% |
$9.29M - $10.2M
|
1.12M
$81.3M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 8.81% |
$87.6K - $96.2K
|
13.3K
$966K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.86K+ 0.93% |
$537K - $590K
|
857K
$62.4M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-78- 0.5% |
$5.33K - $5.85K
|
15.6K
$1.13M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.33K+ 29.32% |
$90.6K - $99.5K
|
5.85K
$426K
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
16+ 0.38% |
$1.09K - $1.2K
|
4.28K
$312K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
91New |
$6.22K - $6.83K
|
91
$6.63K
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
43K+ 827.11% |
$2.94M - $3.23M
|
48.2K
$3.51M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-121- 50.0% |
$8.27K - $9.08K
|
121
$8.81K
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.01% |
$137 - $150
|
17.8K
$1.3M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.11K+ 66.18% |
$212K - $233K
|
7.8K
$568K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.61K+ 1.08% |
$178K - $196K
|
243K
$17.7M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.89KNew |
$266K - $292K
|
3.89K
$283K
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.28KNew |
$292K - $321K
|
4.28K
$311K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
16.4K+ 103.97% |
$1.12M - $1.23M
|
32.3K
$2.35M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
294+ 1.58% |
$20.1K - $22.1K
|
18.9K
$1.38M
|