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 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-324- 0.87% |
$22.1K - $24.3K
|
37.1K
$2.68M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78- 1.13% |
$5.33K - $5.85K
|
6.84K
$494K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.84KNew |
$194K - $213K
|
2.84K
$205K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.09% |
$410 - $450
|
6.44K
$465K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
68+ 2.38% |
$4.65K - $5.1K
|
2.93K
$211K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.93K+ 4.83% |
$268K - $295K
|
85.3K
$6.16M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$68.3 - $75.1
|
13K
$942K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.14K- 2.95% |
$77.5K - $85.2K
|
37.4K
$2.7M
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-733- 3.71% |
$50.1K - $55K
|
19K
$1.37M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
597+ 2.64% |
$40.8K - $44.8K
|
23.2K
$1.68M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-605- 5.8% |
$41.3K - $45.4K
|
9.83K
$710K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.53K- 7.14% |
$515K - $565K
|
97.9K
$7.07M
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
173K+ 2107.67% |
$11.8M - $13M
|
181K
$13.1M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48.8K+ 246.37% |
$3.33M - $3.66M
|
68.6K
$4.96M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 2.2% |
$910K - $999K
|
619K
$44.7M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.81K+ 4.13% |
$602K - $661K
|
222K
$16.1M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.36K+ 3.16% |
$229K - $252K
|
110K
$7.92M
|
|
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
$2.48M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
24.8KNew |
$1.7M - $1.86M
|
24.8K
$1.79M
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19KNew |
$1.3M - $1.42M
|
19K
$1.37M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-815K- 50.3% |
$55.7M - $61.2M
|
805K
$58.2M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-93- 2.77% |
$6.35K - $6.98K
|
3.26K
$235K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-714- 5.18% |
$48.8K - $53.6K
|
13.1K
$945K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.41K+ 16.21% |
$96.5K - $106K
|
10.1K
$731K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4+ 0.05% |
$273 - $300
|
8.82K
$637K
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
14+ 0.28% |
$956 - $1.05K
|
4.98K
$359K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
87+ 0.75% |
$5.94K - $6.53K
|
11.7K
$844K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.83K+ 98.33% |
$330K - $362K
|
9.74K
$703K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.45K- 8.16% |
$167K - $184K
|
27.5K
$1.99M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
864+ 6.6% |
$59K - $64.9K
|
14K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
400New |
$27.3K - $30K
|
400
$28.9K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
723+ 13.48% |
$49.4K - $54.3K
|
6.09K
$440K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-150- 0.36% |
$10.2K - $11.3K
|
41K
$2.96M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.74KNew |
$187K - $206K
|
2.74K
$198K
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.53KNew |
$241K - $265K
|
3.53K
$255K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
34+ 1.09% |
$2.32K - $2.55K
|
3.15K
$228K
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-306- 0.65% |
$20.9K - $23K
|
46.8K
$3.38M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 80.0% |
$1.64K - $1.8K
|
6
$433
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.5K+ 11.01% |
$171K - $188K
|
25.2K
$1.82M
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-413- 4.81% |
$28.2K - $31K
|
8.17K
$590K
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-9.42K- 71.23% |
$643K - $707K
|
3.8K
$275K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6+ 0.12% |
$410 - $450
|
5.13K
$370K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
80New |
$5.47K - $6K
|
80
$5.78K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
64+ 0.43% |
$4.37K - $4.8K
|
15K
$1.09M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-738- 9.14% |
$50.4K - $55.4K
|
7.34K
$530K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-187K- 93.66% |
$12.8M - $14.1M
|
12.7K
$916K
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-99- 0.76% |
$6.76K - $7.43K
|
13K
$940K
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.13K- 5.2% |
$76.9K - $84.5K
|
20.5K
$1.48M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.63K- 4.21% |
$248K - $272K
|
82.6K
$5.96M
|