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 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-489- 12.63% |
$34K - $36.6K
|
3.38K
$244K
|
|
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
|
Corundum Group, Inc.
|
BUY
|
- |
22.1K+ 56.7% |
$1.54M - $1.66M
|
61.2K
$4.41M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-941- 5.65% |
$65.5K - $70.5K
|
15.7K
$1.13M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.25K+ 21.69% |
$87K - $93.6K
|
7.01K
$506K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-227- 1.27% |
$15.8K - $17K
|
17.6K
$1.27M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
865+ 3.5% |
$60.2K - $64.8K
|
25.6K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83- 1.29% |
$5.78K - $6.21K
|
6.35K
$458K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.27K+ 27.89% |
$367K - $395K
|
24.2K
$1.74M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-134K- 99.51% |
$9.29M - $10M
|
659
$47.5K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.17% |
$557 - $599
|
4.76K
$343K
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.45K+ 1.2% |
$101K - $109K
|
122K
$8.82M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.1K+ 36.36% |
$285K - $307K
|
15.4K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.57K- 2.47% |
$178K - $192K
|
101K
$7.31M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.29K- 7.39% |
$89.7K - $96.5K
|
16.1K
$1.16M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
18.6KNew |
$1.29M - $1.39M
|
18.6K
$1.34M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 1.13% |
$10.4K - $11.2K
|
13.1K
$945K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-548- 2.9% |
$38.1K - $41K
|
18.4K
$1.33M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
262+ 2.02% |
$18.2K - $19.6K
|
13.2K
$953K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
70+ 1.84% |
$4.87K - $5.24K
|
3.87K
$279K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
166+ 162.75% |
$11.6K - $12.4K
|
268
$19.3K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$6.96K - $7.49K
|
100
$7.21K
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
73.1K+ 1.63% |
$5.09M - $5.47M
|
4.57M
$329M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-22K- 3.51% |
$1.53M - $1.65M
|
606K
$43.7M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.74KNew |
$260K - $280K
|
3.74K
$270K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3K- 20.77% |
$209K - $225K
|
11.4K
$825K
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
5.11K+ 2.32% |
$355K - $382K
|
225K
$16.2M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$139 - $150
|
846
$61K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.09K- 23.41% |
$76.1K - $81.8K
|
3.58K
$258K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-160- 0.56% |
$11.1K - $12K
|
28.6K
$2.06M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-362- 3.66% |
$25.2K - $27.1K
|
9.52K
$686K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.75KNew |
$539K - $580K
|
7.75K
$559K
|
|
Q3 2024 | |||||||
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
303+ 3.14% |
$19.6K - $21.7K
|
9.94K
$717K
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-93- 0.38% |
$6.01K - $6.67K
|
24.3K
$1.75M
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
123KNew |
$7.91M - $8.79M
|
123K
$8.84M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.44KNew |
$222K - $247K
|
3.44K
$248K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.46% |
$258 - $287
|
883
$63.7K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49- 27.22% |
$3.16K - $3.52K
|
131
$9.45K
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
23.6KNew |
$1.53M - $1.7M
|
23.6K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-400K- 96.46% |
$25.8M - $28.7M
|
14.7K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.8KNew |
$310K - $344K
|
4.8K
$346K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.65KNew |
$365K - $405K
|
5.65K
$407K
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-73.9K- 62.32% |
$4.77M - $5.31M
|
44.7K
$3.22M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-517- 11.42% |
$33.4K - $37.1K
|
4.01K
$289K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
21.2KNew |
$1.37M - $1.52M
|
21.2K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.96% |
$2.2K - $2.44K
|
3.5K
$252K
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-20.2K- 67.36% |
$1.31M - $1.45M
|
9.81K
$707K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.22K+ 68.47% |
$208K - $231K
|
7.92K
$571K
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.73K- 33.39% |
$112K - $124K
|
3.46K
$249K
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
5.32KNew |
$344K - $382K
|
5.32K
$384K
|