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 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-665- 1.45% |
$45.4K - $49.9K
|
45.3K
$3.3M
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-181- 5.34% |
$12.4K - $13.6K
|
3.21K
$234K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-87- 2.75% |
$5.94K - $6.53K
|
3.08K
$224K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-19- 0.08% |
$1.3K - $1.43K
|
24.6K
$1.79M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
253+ 790.63% |
$17.3K - $19K
|
285
$20.8K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-567- 2.13% |
$38.7K - $42.6K
|
26K
$1.89M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-89- 3.08% |
$6.08K - $6.68K
|
2.8K
$204K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5- 0.02% |
$342 - $375
|
26.3K
$1.92M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.1K- 24.19% |
$692K - $761K
|
31.8K
$2.31M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.8K- 2.54% |
$123K - $135K
|
69.1K
$5.04M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-93- 0.06% |
$6.35K - $6.98K
|
162K
$11.8M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$111K - $122K
|
1.62K
$118K
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
8.95KNew |
$611K - $672K
|
8.95K
$652K
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61.3KNew |
$4.19M - $4.6M
|
61.3K
$4.46M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.79KNew |
$259K - $285K
|
3.79K
$276K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$68.3 - $75.1
|
796
$58K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.2K+ 32.5% |
$218K - $240K
|
13K
$949K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-68- 1.09% |
$4.65K - $5.1K
|
6.2K
$451K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.61K- 3.29% |
$110K - $120K
|
47.1K
$3.43M
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-671- 1.89% |
$45.8K - $50.4K
|
34.9K
$2.54M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-144- 0.22% |
$9.84K - $10.8K
|
66.5K
$4.84M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-323- 1.16% |
$22.1K - $24.2K
|
27.5K
$2M
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.47K- 46.52% |
$168K - $185K
|
2.83K
$206K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-30- 0.48% |
$2.05K - $2.25K
|
6.16K
$448K
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
22+ 0.22% |
$1.5K - $1.65K
|
10K
$730K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.79% |
$68.3 - $75.1
|
127
$9.25K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.43K- 14.43% |
$97.6K - $107K
|
8.47K
$617K
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-324- 0.87% |
$22.1K - $24.3K
|
37.1K
$2.7M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78- 1.13% |
$5.33K - $5.85K
|
6.84K
$498K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.84KNew |
$194K - $213K
|
2.84K
$207K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.09% |
$410 - $450
|
6.44K
$469K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
68+ 2.38% |
$4.65K - $5.1K
|
2.93K
$213K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.93K+ 4.83% |
$268K - $295K
|
85.3K
$6.21M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$68.3 - $75.1
|
13K
$950K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.14K- 2.95% |
$77.5K - $85.2K
|
37.4K
$2.72M
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-733- 3.71% |
$50.1K - $55K
|
19K
$1.38M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
597+ 2.64% |
$40.8K - $44.8K
|
23.2K
$1.69M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-605- 5.8% |
$41.3K - $45.4K
|
9.83K
$716K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.53K- 7.14% |
$515K - $565K
|
97.9K
$7.13M
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
173K+ 2107.67% |
$11.8M - $13M
|
181K
$13.2M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48.8K+ 246.37% |
$3.33M - $3.66M
|
68.6K
$5M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 2.2% |
$910K - $999K
|
619K
$45.1M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.81K+ 4.13% |
$602K - $661K
|
222K
$16.2M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.36K+ 3.16% |
$229K - $252K
|
110K
$7.99M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.43KNew |
$97.9K - $108K
|
1.43K
$104K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6K+ 252.75% |
$1.68M - $1.85M
|
34.4K
$2.5M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
24.8KNew |
$1.7M - $1.86M
|
24.8K
$1.81M
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19KNew |
$1.3M - $1.42M
|
19K
$1.38M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-815K- 50.3% |
$55.7M - $61.2M
|
805K
$58.7M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-93- 2.77% |
$6.35K - $6.98K
|
3.26K
$237K
|