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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
765New |
$53.2K - $57.3K
|
765
$55.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
562New |
$39.1K - $42.1K
|
562
$40.5K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
209New |
$14.5K - $15.6K
|
209
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
210New |
$14.6K - $15.7K
|
210
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-430- 8.78% |
$29.9K - $32.2K
|
4.47K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.5KNew |
$313K - $337K
|
4.5K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-192- 5.39% |
$13.4K - $14.4K
|
3.37K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$10.9K - $11.7K
|
156
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-635- 14.81% |
$44.2K - $47.5K
|
3.65K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.74KNew |
$260K - $280K
|
3.74K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
840New |
$58.4K - $62.9K
|
840
$60.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.78KNew |
$263K - $283K
|
3.78K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-900- 16.36% |
$62.6K - $67.4K
|
4.6K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1KNew |
$69.6K - $74.9K
|
1K
$72K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.04KNew |
$211K - $227K
|
3.04K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-434- 10.0% |
$30.2K - $32.5K
|
3.91K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
290New |
$20.2K - $21.7K
|
290
$20.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-220- 38.6% |
$15.3K - $16.5K
|
350
$25.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-300- 9.09% |
$20.9K - $22.5K
|
3K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
169New |
$11.8K - $12.7K
|
169
$12.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-167- 2.41% |
$11.6K - $12.5K
|
6.75K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-180- 10.71% |
$12.5K - $13.5K
|
1.5K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1- 0.01% |
$69.6 - $74.9
|
9.96K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-111- 3.66% |
$7.72K - $8.31K
|
2.92K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
723New |
$50.3K - $54.1K
|
723
$52.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
410New |
$28.5K - $30.7K
|
410
$29.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-54.4K- 98.41% |
$3.79M - $4.07M
|
882
$63.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
40.7KNew |
$2.83M - $3.05M
|
40.7K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.63K+ 8.3% |
$322K - $347K
|
60.4K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
741+ 0.65% |
$51.6K - $55.5K
|
115K
$8.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.23KNew |
$224K - $242K
|
3.23K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.2KNew |
$778K - $837K
|
11.2K
$805K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-397- 0.82% |
$27.6K - $29.7K
|
48K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$69.6 - $74.9
|
3.55K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.38KNew |
$305K - $328K
|
4.38K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
13.5KNew |
$936K - $1.01M
|
13.5K
$969K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.34K- 2.56% |
$93.4K - $100K
|
51.1K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-128- 8.48% |
$8.91K - $9.58K
|
1.38K
$99.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-494- 17.13% |
$34.4K - $37K
|
2.39K
$172K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
800+ 13.31% |
$55.7K - $59.9K
|
6.81K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
378New |
$26.3K - $28.3K
|
378
$27.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.15K- 22.21% |
$80.2K - $86.3K
|
4.03K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
154New |
$10.7K - $11.5K
|
154
$11.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-2.64K- 10.04% |
$184K - $198K
|
23.7K
$1.71M
|
|
|
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 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-476- 3.59% |
$33.1K - $35.6K
|
12.8K
$919K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.69K- 34.2% |
$117K - $126K
|
3.25K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
471+ 6.43% |
$32.8K - $35.3K
|
7.8K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.94% |
$13.9K - $15K
|
10.1K
$729K
|
|