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
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-131- 3.86% |
$9.11K - $9.81K
|
3.26K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-135- 0.38% |
$9.39K - $10.1K
|
35.5K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-141- 3.21% |
$9.81K - $10.6K
|
4.25K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-147- 3.17% |
$10.2K - $11K
|
4.49K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-148- 0.27% |
$10.3K - $11.1K
|
54.8K
$3.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-150- 1.09% |
$10.4K - $11.2K
|
13.7K
$982K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 1.13% |
$10.4K - $11.2K
|
13.1K
$942K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-153- 0.49% |
$10.6K - $11.5K
|
30.8K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-154- 1.02% |
$10.7K - $11.5K
|
15K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-157- 0.75% |
$10.9K - $11.8K
|
20.7K
$1.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-160- 0.56% |
$11.1K - $12K
|
28.6K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-172- 4.83% |
$12K - $12.9K
|
3.39K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-175- 2.74% |
$12.2K - $13.1K
|
6.22K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-180- 2.93% |
$12.5K - $13.5K
|
5.96K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-184- 0.94% |
$12.8K - $13.8K
|
19.3K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-186- 0.8% |
$12.9K - $13.9K
|
23.2K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-188- 3.79% |
$13.1K - $14.1K
|
4.78K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.94% |
$13.9K - $15K
|
10.1K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-209- 0.23% |
$14.5K - $15.6K
|
89.2K
$6.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-209- 0.63% |
$14.5K - $15.6K
|
33K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-222- 0.06% |
$15.4K - $16.6K
|
373K
$26.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-227- 1.27% |
$15.8K - $17K
|
17.6K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-229- 1.95% |
$15.9K - $17.1K
|
11.5K
$828K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-235- 4.77% |
$16.4K - $17.6K
|
4.7K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-275- 8.1% |
$19.1K - $20.6K
|
3.12K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-293- 8.3% |
$20.4K - $21.9K
|
3.24K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-300- 9.04% |
$20.9K - $22.5K
|
3.02K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-306- 18.02% |
$21.3K - $22.9K
|
1.39K
$100K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-346- 1.67% |
$24.1K - $25.9K
|
20.4K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-353- 1.15% |
$24.6K - $26.4K
|
30.3K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-353- 2.81% |
$24.6K - $26.4K
|
12.2K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-356- 1.55% |
$24.8K - $26.7K
|
22.6K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-362- 3.66% |
$25.2K - $27.1K
|
9.52K
$684K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-391- 1.7% |
$27.2K - $29.3K
|
22.6K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-391- 7.09% |
$27.2K - $29.3K
|
5.12K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-397- 0.82% |
$27.6K - $29.7K
|
48K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-412- 10.31% |
$28.7K - $30.8K
|
3.58K
$258K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-449- 2.82% |
$31.2K - $33.6K
|
15.5K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-476- 3.59% |
$33.1K - $35.6K
|
12.8K
$917K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-489- 12.63% |
$34K - $36.6K
|
3.38K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-493- 5.85% |
$34.3K - $36.9K
|
7.93K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-494- 17.13% |
$34.4K - $37K
|
2.39K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-521- 3.59% |
$36.3K - $39K
|
14K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-525- 2.58% |
$36.5K - $39.3K
|
19.9K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-548- 2.9% |
$38.1K - $41K
|
18.4K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-551- 74.46% |
$38.3K - $41.3K
|
189
$13.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 1.03% |
$41.7K - $44.9K
|
57.4K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-610- 1.97% |
$42.4K - $45.7K
|
30.3K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-625- 58.14% |
$43.5K - $46.8K
|
450
$32.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-625- 1.68% |
$43.5K - $46.8K
|
36.6K
$2.63M
|