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 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.44K- 30.29% |
$98K - $108K
|
3.3K
$239K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
125New |
$8.54K - $9.38K
|
125
$9.03K
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.12% |
$547 - $600
|
6.62K
$478K
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-480- 7.74% |
$32.8K - $36K
|
5.72K
$413K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32+ 0.2% |
$2.19K - $2.4K
|
16.2K
$1.17M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-90- 38.3% |
$6.15K - $6.76K
|
145
$10.5K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 13.33% |
$410 - $450
|
51
$3.68K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
296+ 1.22% |
$20.2K - $22.2K
|
24.6K
$1.78M
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
3.23K+ 5.96% |
$221K - $242K
|
57.4K
$4.15M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-680- 4.33% |
$46.5K - $51K
|
15K
$1.09M
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-8.02K- 43.63% |
$548K - $602K
|
10.4K
$748K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20+ 0.14% |
$1.37K - $1.5K
|
14.3K
$1.03M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
199+ 16.84% |
$13.6K - $14.9K
|
1.38K
$99.7K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100+ 1.6% |
$6.83K - $7.51K
|
6.35K
$458K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
424+ 9.81% |
$29K - $31.8K
|
4.75K
$343K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.05K+ 9.69% |
$276K - $304K
|
45.8K
$3.31M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
155+ 11.14% |
$10.6K - $11.6K
|
1.55K
$112K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.17KNew |
$217K - $238K
|
3.17K
$229K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.14% |
$410 - $450
|
4.16K
$301K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-670- 3.23% |
$45.8K - $50.3K
|
20.1K
$1.45M
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
32+ 0.17% |
$2.19K - $2.4K
|
19.1K
$1.38M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1K+ 15.08% |
$68.3K - $75.1K
|
7.63K
$551K
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
37+ 0.32% |
$2.53K - $2.78K
|
11.6K
$837K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
270+ 7.22% |
$18.4K - $20.3K
|
4.01K
$290K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-242- 0.88% |
$16.5K - $18.2K
|
27.1K
$1.96M
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
10.7KNew |
$732K - $804K
|
10.7K
$774K
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6+ 0.14% |
$410 - $450
|
4.4K
$318K
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-627- 3.43% |
$42.8K - $47.1K
|
17.7K
$1.28M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 11.9% |
$77.5K - $85.1K
|
8.4K
$607K
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
11KNew |
$752K - $826K
|
11K
$795K
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-708- 2.73% |
$48.4K - $53.1K
|
25.2K
$1.82M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.87K- 49.96% |
$128K - $140K
|
1.87K
$135K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-62- 0.19% |
$4.24K - $4.65K
|
32.9K
$2.38M
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
49KNew |
$3.35M - $3.68M
|
49K
$3.54M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.69K+ 6.7% |
$183K - $202K
|
42.7K
$3.09M
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
5.57KNew |
$380K - $418K
|
5.57K
$402K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.01% |
$205 - $225
|
32.8K
$2.37M
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.11KNew |
$486K - $534K
|
7.11K
$514K
|
|
Apr 23, 2025
Q1 2025
|
Genworth Financial Inc
|
BUY
|
- |
2.03K+ 0.44% |
$139K - $152K
|
467K
$33.7M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-314- 4.05% |
$21.5K - $23.6K
|
7.44K
$537K
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
244KNew |
$16.7M - $18.3M
|
244K
$17.6M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
83K+ 232.19% |
$5.67M - $6.23M
|
119K
$8.58M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-958- 10.29% |
$65.5K - $71.9K
|
8.35K
$603K
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-21.4K- 34.95% |
$1.46M - $1.6M
|
39.8K
$2.87M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.13% |
$478 - $525
|
5.5K
$397K
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.82KNew |
$397K - $437K
|
5.82K
$420K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-24- 0.75% |
$1.64K - $1.8K
|
3.17K
$229K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
894+ 3.43% |
$61.1K - $67.1K
|
26.9K
$1.95M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.91K+ 17.34% |
$131K - $144K
|
12.9K
$935K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-98Closed |
$6.7K - $7.36K
|
0
$0
|