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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
28+ 0.36% |
$1.95K - $2.1K
|
7.73K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.62% |
$139 - $150
|
324
$23.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.22K- 14.81% |
$154K - $166K
|
12.8K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-346- 1.67% |
$24.1K - $25.9K
|
20.4K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.11% |
$487 - $524
|
6.25K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.2K- 3.62% |
$847K - $911K
|
324K
$23.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-3.5K- 50.0% |
$244K - $262K
|
3.5K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.25K - $1.35K
|
18
$1.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.41K- 1.11% |
$167K - $180K
|
214K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.76K+ 7.71% |
$122K - $132K
|
24.6K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
15+ 0.44% |
$1.04K - $1.12K
|
3.44K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4+ 0.11% |
$278 - $299
|
3.79K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.63KNew |
$462K - $497K
|
6.63K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.04K+ 10.71% |
$281K - $302K
|
41.7K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.25K- 2.0% |
$86.9K - $93.5K
|
61.2K
$4.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.14K+ 18.82% |
$358K - $385K
|
32.5K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
33KNew |
$2.3M - $2.47M
|
33K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10.9K+ 8.67% |
$761K - $819K
|
137K
$9.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$487 - $524
|
10.1K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-630- 7.38% |
$43.8K - $47.2K
|
7.91K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.22K+ 38.58% |
$85.1K - $91.6K
|
4.39K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 11.21% |
$183K - $197K
|
26K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-391- 1.7% |
$27.2K - $29.3K
|
22.6K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1K+ 0.96% |
$69.6K - $74.9K
|
105K
$7.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-110- 0.61% |
$7.65K - $8.24K
|
18.1K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-476- 3.59% |
$33.1K - $35.6K
|
12.8K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
37+ 0.32% |
$2.57K - $2.77K
|
11.5K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.69K- 34.2% |
$117K - $126K
|
3.25K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.03% |
$69.6 - $74.9
|
3.8K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.39K+ 7.75% |
$444K - $478K
|
88.8K
$6.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.81K- 29.49% |
$126K - $136K
|
4.34K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-60- 0.23% |
$4.17K - $4.49K
|
26.4K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.69K- 10.34% |
$396K - $426K
|
49.3K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
35+ 0.44% |
$2.44K - $2.62K
|
7.94K
$572K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
178+ 0.55% |
$12.4K - $13.3K
|
32.8K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
775+ 553.57% |
$53.9K - $58K
|
915
$66K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-127- 0.99% |
$8.84K - $9.51K
|
12.8K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.93K+ 7.01% |
$134K - $144K
|
29.5K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
471+ 6.43% |
$32.8K - $35.3K
|
7.8K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
894+ 3.71% |
$62.2K - $66.9K
|
25K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.11K- 1.99% |
$147K - $158K
|
104K
$7.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.94% |
$13.9K - $15K
|
10.1K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-175- 2.74% |
$12.2K - $13.1K
|
6.22K
$448K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.14K- 1.24% |
$79.3K - $85.4K
|
91.1K
$6.57M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3+ 0.1% |
$209 - $225
|
3.15K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-391- 7.09% |
$27.2K - $29.3K
|
5.12K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-131- 3.86% |
$9.11K - $9.81K
|
3.26K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-75- 14.34% |
$5.22K - $5.62K
|
448
$32.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
415+ 1.18% |
$28.9K - $31.1K
|
35.6K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
3.08K+ 1.61% |
$214K - $231K
|
195K
$14M
|