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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-398- 4.99% |
$27.2K - $29.9K
|
7.58K
$552K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
30+ 0.88% |
$2.05K - $2.25K
|
3.43K
$250K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-49- 0.88% |
$3.35K - $3.68K
|
5.5K
$400K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-618- 4.53% |
$42.2K - $46.4K
|
13K
$948K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.15K+ 6.87% |
$489K - $537K
|
111K
$8.1M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.4K- 23.71% |
$300K - $330K
|
14.2K
$1.03M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14K+ 7.31% |
$960K - $1.05M
|
206K
$15M
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.35K- 6.61% |
$92.2K - $101K
|
19.1K
$1.39M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73.8K- 19.43% |
$5.04M - $5.54M
|
306K
$22.3M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 12.34% |
$76.9K - $84.5K
|
10.3K
$747K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5K+ 126.38% |
$307K - $338K
|
8.06K
$587K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.5KNew |
$924K - $1.01M
|
13.5K
$985K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
134+ 7.04% |
$9.15K - $10.1K
|
2.04K
$148K
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
982+ 5.83% |
$67.1K - $73.7K
|
17.8K
$1.3M
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
28+ 0.36% |
$1.91K - $2.1K
|
7.76K
$565K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-907- 4.69% |
$62K - $68.1K
|
18.4K
$1.34M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-286K- 42.49% |
$19.6M - $21.5M
|
387K
$28.2M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.27K- 33.51% |
$155K - $170K
|
4.49K
$327K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
167+ 3.89% |
$11.4K - $12.5K
|
4.46K
$325K
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-301- 5.76% |
$20.6K - $22.6K
|
4.92K
$358K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
43+ 0.79% |
$2.94K - $3.23K
|
5.49K
$400K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.1K- 20.08% |
$1.17M - $1.28M
|
68K
$4.95M
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-916- 12.39% |
$62.6K - $68.8K
|
6.48K
$472K
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
14KNew |
$956K - $1.05M
|
14K
$1.02M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-347- 3.66% |
$23.7K - $26K
|
9.15K
$666K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
534New |
$36.5K - $40.1K
|
534
$38.9K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
58+ 386.67% |
$3.96K - $4.35K
|
73
$5.32K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
96.3K+ 192.31% |
$6.58M - $7.23M
|
146K
$10.7M
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
2.69K+ 8.85% |
$183K - $202K
|
33K
$2.41M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.56K- 28.21% |
$312K - $342K
|
11.6K
$845K
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.26K- 9.51% |
$85.8K - $94.3K
|
12K
$871K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
300New |
$20.5K - $22.5K
|
300
$21.8K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
120New |
$8.2K - $9.01K
|
120
$8.74K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-30- 0.28% |
$2.05K - $2.25K
|
10.9K
$792K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
486+ 14.36% |
$33.2K - $36.5K
|
3.87K
$282K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-110- 0.87% |
$7.52K - $8.26K
|
12.6K
$917K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
23.1KNew |
$1.58M - $1.73M
|
23.1K
$1.68M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-16- 0.13% |
$1.09K - $1.2K
|
12.6K
$920K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.14K+ 489.24% |
$146K - $160K
|
2.58K
$188K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.03% |
$68.3 - $75.1
|
3.19K
$233K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$137 - $150
|
3.53K
$257K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.76KNew |
$189K - $207K
|
2.76K
$201K
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
986+ 32.49% |
$67.4K - $74K
|
4.02K
$293K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-108- 1.13% |
$7.38K - $8.11K
|
9.41K
$685K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-133- 0.44% |
$9.09K - $9.98K
|
30.2K
$2.2M
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-889- 13.45% |
$60.7K - $66.7K
|
5.72K
$417K
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.3K- 5.23% |
$225K - $247K
|
59.7K
$4.35M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-437K- 86.36% |
$29.9M - $32.8M
|
69.1K
$5.03M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
423+ 3.95% |
$28.9K - $31.8K
|
11.1K
$810K
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-24.8K- 30.17% |
$1.69M - $1.86M
|
57.4K
$4.18M
|