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 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
190+ 3.35% |
$13K - $14.3K
|
5.87K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
26+ 0.16% |
$1.78K - $1.95K
|
16.4K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-331- 7.79% |
$22.6K - $24.8K
|
3.92K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.51K+ 11.09% |
$308K - $339K
|
45.2K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.08K- 16.48% |
$210K - $231K
|
15.6K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
803+ 3.71% |
$54.9K - $60.3K
|
22.4K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
6+ 0.19% |
$410 - $450
|
3.2K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-217- 5.87% |
$14.8K - $16.3K
|
3.48K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.64K+ 24.46% |
$249K - $273K
|
18.5K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
133+ 0.67% |
$9.09K - $9.98K
|
20K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.73KNew |
$186K - $205K
|
2.73K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.73% |
$273 - $300
|
543
$39.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.9KNew |
$403K - $443K
|
5.9K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
22+ 0.27% |
$1.5K - $1.65K
|
8.25K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25+ 0.47% |
$1.71K - $1.88K
|
5.33K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.3K+ 13226.71% |
$1.32M - $1.45M
|
19.5K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.35K- 3.01% |
$161K - $177K
|
75.7K
$5.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13- 0.2% |
$888 - $976
|
6.33K
$461K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
62.3KNew |
$4.25M - $4.67M
|
62.3K
$4.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.03% |
$68.3 - $75.1
|
3.8K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 1.78% |
$74.5K - $81.8K
|
60.1K
$4.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 4.13% |
$6.83K - $7.51K
|
2.52K
$184K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26.1K+ 727.46% |
$1.78M - $1.96M
|
29.7K
$2.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-124- 1.56% |
$8.47K - $9.31K
|
7.81K
$569K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-721- 5.91% |
$49.3K - $54.1K
|
11.5K
$836K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2+ 0.02% |
$137 - $150
|
9.76K
$711K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
795+ 5.34% |
$54.3K - $59.7K
|
15.7K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
215+ 6.24% |
$14.7K - $16.1K
|
3.66K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.59K+ 1369.84% |
$177K - $194K
|
2.78K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-185- 1.41% |
$12.6K - $13.9K
|
12.9K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13+ 0.43% |
$888 - $976
|
3.02K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-48- 0.7% |
$3.28K - $3.6K
|
6.8K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.1K- 3.32% |
$760K - $835K
|
324K
$23.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48New |
$3.28K - $3.6K
|
48
$3.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
57+ 0.41% |
$3.89K - $4.28K
|
14K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.21K- 9.73% |
$220K - $241K
|
29.8K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51.5K+ 35.95% |
$3.52M - $3.86M
|
195K
$14.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-204- 6.89% |
$13.9K - $15.3K
|
2.76K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
140K+ 3299.39% |
$9.56M - $10.5M
|
144K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 2.19% |
$956 - $1.05K
|
653
$47.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
84.7K+ 18.42% |
$5.79M - $6.36M
|
545K
$39.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.43% |
$615 - $676
|
2.11K
$153K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-629- 14.0% |
$43K - $47.2K
|
3.86K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.29KNew |
$361K - $397K
|
5.29K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
19.5K+ 4.69% |
$1.33M - $1.46M
|
435K
$31.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4+ 0.09% |
$273 - $300
|
4.31K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.54K- 15.63% |
$105K - $115K
|
8.29K
$603K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 3.18% |
$784K - $861K
|
373K
$27.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.06% |
$205 - $225
|
5.3K
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 2.13% |
$8.2K - $9.01K
|
5.52K
$402K
|