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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-57.3K- 41.66% |
$3.9M - $4.28M
|
80.2K
$5.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.68K- 38.78% |
$182K - $200K
|
4.23K
$311K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
400+ 7.11% |
$27.3K - $29.9K
|
6.03K
$443K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
8+ 0.25% |
$545 - $598
|
3.21K
$236K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
10.4KNew |
$706K - $775K
|
10.4K
$762K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.7K+ 13.99% |
$2.91M - $3.19M
|
348K
$25.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-41.9K- 28.82% |
$2.86M - $3.14M
|
104K
$7.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
246+ 2.9% |
$16.8K - $18.4K
|
8.72K
$641K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.1K+ 3.7% |
$143K - $157K
|
58.9K
$4.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-50- 0.39% |
$3.41K - $3.74K
|
12.8K
$945K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.72K+ 8.23% |
$253K - $278K
|
48.9K
$3.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-10.4K- 50.7% |
$708K - $777K
|
10.1K
$743K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.47% |
$681 - $748
|
2.12K
$156K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.79% |
$68.1 - $74.8
|
128
$9.42K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.53KNew |
$445K - $489K
|
6.53K
$481K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
107+ 2.76% |
$7.29K - $8K
|
3.98K
$293K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-93- 0.38% |
$6.34K - $6.95K
|
24.5K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.6K- 3.3% |
$1.81M - $1.99M
|
779K
$57.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
500+ 95.42% |
$34.1K - $37.4K
|
1.02K
$75.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-695- 3.59% |
$47.4K - $52K
|
18.6K
$1.37M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5.52K- 5.78% |
$376K - $412K
|
89.9K
$6.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.85K- 37.67% |
$126K - $139K
|
3.07K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.24K+ 273.14% |
$630K - $691K
|
12.6K
$929K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
103KNew |
$7.02M - $7.7M
|
103K
$7.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.71KNew |
$321K - $352K
|
4.71K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-865- 2.48% |
$58.9K - $64.7K
|
34K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-277- 0.81% |
$18.9K - $20.7K
|
34.1K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-980- 17.77% |
$66.8K - $73.3K
|
4.54K
$334K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
50+ 0.33% |
$3.41K - $3.74K
|
15.1K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.69K+ 10.67% |
$183K - $201K
|
27.9K
$2.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-43.3K- 7.0% |
$2.95M - $3.24M
|
576K
$42.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12+ 0.33% |
$818 - $897
|
3.68K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.65KNew |
$249K - $273K
|
3.65K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.01% |
$68.1 - $74.8
|
14.8K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
344+ 10.03% |
$23.4K - $25.7K
|
3.77K
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.89K+ 5.29% |
$401K - $440K
|
117K
$8.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.65KNew |
$521K - $572K
|
7.65K
$563K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-139- 2.28% |
$9.47K - $10.4K
|
5.95K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.21K- 4.68% |
$150K - $165K
|
44.9K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6.49KNew |
$442K - $486K
|
6.49K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-364- 2.42% |
$24.8K - $27.2K
|
14.7K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-189K- 96.18% |
$12.9M - $14.1M
|
7.51K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.72K+ 36.52% |
$185K - $203K
|
10.2K
$747K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-214- 1.59% |
$14.6K - $16K
|
13.3K
$975K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-128- 8.27% |
$8.72K - $9.57K
|
1.42K
$104K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.38K+ 24.74% |
$298K - $328K
|
22.1K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.44K+ 2.09% |
$98.4K - $108K
|
70.6K
$5.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.67K+ 82.94% |
$387K - $424K
|
12.5K
$921K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
28.7KNew |
$1.95M - $2.14M
|
28.7K
$2.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.49K- 33.98% |
$238K - $261K
|
6.78K
$499K
|