Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-127- 0.99% |
$8.84K - $9.51K
|
12.8K
$910K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-128- 8.48% |
$8.91K - $9.58K
|
1.38K
$98.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-131- 3.86% |
$9.11K - $9.81K
|
3.26K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-135- 0.38% |
$9.39K - $10.1K
|
35.5K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-141- 3.21% |
$9.81K - $10.6K
|
4.25K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-147- 3.17% |
$10.2K - $11K
|
4.49K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-148- 0.27% |
$10.3K - $11.1K
|
54.8K
$3.91M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-150- 1.09% |
$10.4K - $11.2K
|
13.7K
$975K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 1.13% |
$10.4K - $11.2K
|
13.1K
$935K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-154- 1.02% |
$10.7K - $11.5K
|
15K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-157- 0.75% |
$10.9K - $11.8K
|
20.7K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-160- 0.56% |
$11.1K - $12K
|
28.6K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-172- 4.83% |
$12K - $12.9K
|
3.39K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-175- 2.74% |
$12.2K - $13.1K
|
6.22K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-180- 2.93% |
$12.5K - $13.5K
|
5.96K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-184- 0.94% |
$12.8K - $13.8K
|
19.3K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-186- 0.8% |
$12.9K - $13.9K
|
23.2K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.94% |
$13.9K - $15K
|
10.1K
$722K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-209- 0.63% |
$14.5K - $15.6K
|
33K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-227- 1.27% |
$15.8K - $17K
|
17.6K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-229- 1.95% |
$15.9K - $17.1K
|
11.5K
$822K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-275- 8.1% |
$19.1K - $20.6K
|
3.12K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-306- 18.02% |
$21.3K - $22.9K
|
1.39K
$99.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-346- 1.67% |
$24.1K - $25.9K
|
20.4K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-353- 2.81% |
$24.6K - $26.4K
|
12.2K
$870K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-356- 1.55% |
$24.8K - $26.7K
|
22.6K
$1.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-362- 3.66% |
$25.2K - $27.1K
|
9.52K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-391- 1.7% |
$27.2K - $29.3K
|
22.6K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-391- 7.09% |
$27.2K - $29.3K
|
5.12K
$365K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-449- 2.82% |
$31.2K - $33.6K
|
15.5K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-476- 3.59% |
$33.1K - $35.6K
|
12.8K
$911K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-489- 12.63% |
$34K - $36.6K
|
3.38K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-494- 17.13% |
$34.4K - $37K
|
2.39K
$170K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-521- 3.59% |
$36.3K - $39K
|
14K
$998K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-548- 2.9% |
$38.1K - $41K
|
18.4K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-551- 74.46% |
$38.3K - $41.3K
|
189
$13.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-625- 58.14% |
$43.5K - $46.8K
|
450
$32.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-630- 7.38% |
$43.8K - $47.2K
|
7.91K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-630- 20.65% |
$43.8K - $47.2K
|
2.42K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-714- 19.18% |
$49.7K - $53.5K
|
3.01K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-812- 4.74% |
$56.5K - $60.8K
|
16.3K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-862- 1.19% |
$60K - $64.5K
|
71.5K
$5.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-941- 5.65% |
$65.5K - $70.5K
|
15.7K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-956- 48.65% |
$66.5K - $71.6K
|
1.01K
$72K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-989- 1.01% |
$68.8K - $74K
|
97K
$6.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 4.57% |
$72.2K - $77.6K
|
21.7K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.09K- 23.41% |
$76.1K - $81.8K
|
3.58K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.14K- 1.24% |
$79.3K - $85.4K
|
91.1K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.14K- 1.78% |
$79.5K - $85.5K
|
63K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 25.84% |
$79.5K - $85.5K
|
3.28K
$234K
|