Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 Low (SPLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Low (SPLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
894+ 3.71% |
$62.2K - $66.9K
|
25K
$1.8M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
868+ 0.13% |
$60.4K - $65K
|
679K
$48.9M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
865+ 3.5% |
$60.2K - $64.8K
|
25.6K
$1.85M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
854New |
$59.4K - $63.9K
|
854
$61.6K
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
840New |
$58.4K - $62.9K
|
840
$60.6K
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
826New |
$57.5K - $61.8K
|
826
$59.6K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
808+ 1.63% |
$56.2K - $60.5K
|
50.5K
$3.64M
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
800+ 13.31% |
$55.7K - $59.9K
|
6.81K
$491K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
775+ 553.57% |
$53.9K - $58K
|
915
$66K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
765New |
$53.2K - $57.3K
|
765
$55.2K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
761+ 6.54% |
$53K - $57K
|
12.4K
$894K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
741+ 0.65% |
$51.6K - $55.5K
|
115K
$8.29M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
723New |
$50.3K - $54.1K
|
723
$52.1K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
716+ 15.12% |
$49.8K - $53.6K
|
5.45K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
680+ 14.24% |
$47.3K - $50.9K
|
5.45K
$393K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
581+ 6.51% |
$40.4K - $43.5K
|
9.51K
$686K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
579+ 2.09% |
$40.3K - $43.3K
|
28.3K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
562New |
$39.1K - $42.1K
|
562
$40.5K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
541+ 39.69% |
$37.6K - $40.5K
|
1.9K
$137K
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
526+ 2.58% |
$36.6K - $39.4K
|
20.9K
$1.51M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
508+ 3.94% |
$35.3K - $38K
|
13.4K
$967K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
471+ 6.43% |
$32.8K - $35.3K
|
7.8K
$563K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
465+ 8.53% |
$32.4K - $34.8K
|
5.92K
$427K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
431+ 2.36% |
$30K - $32.3K
|
18.7K
$1.35M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
423+ 9.43% |
$29.4K - $31.7K
|
4.91K
$354K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
415+ 1.18% |
$28.9K - $31.1K
|
35.6K
$2.56M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
410New |
$28.5K - $30.7K
|
410
$29.6K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
378New |
$26.3K - $28.3K
|
378
$27.3K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
363+ 1.62% |
$25.3K - $27.2K
|
22.7K
$1.64M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
357+ 12.72% |
$24.8K - $26.7K
|
3.16K
$228K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
345+ 1.38% |
$24K - $25.8K
|
25.4K
$1.83M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
329New |
$22.9K - $24.6K
|
329
$23.7K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
322+ 1.02% |
$22.4K - $24.1K
|
31.8K
$2.29M
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
300+ 0.1% |
$20.9K - $22.5K
|
306K
$22.1M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 17.45% |
$20.8K - $22.4K
|
2.01K
$145K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
290New |
$20.2K - $21.7K
|
290
$20.9K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
262+ 2.02% |
$18.2K - $19.6K
|
13.2K
$953K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
253+ 4.49% |
$17.6K - $18.9K
|
5.89K
$425K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
251+ 1.96% |
$17.5K - $18.8K
|
13.1K
$944K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
250+ 2.0% |
$17.4K - $18.7K
|
12.8K
$921K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
244+ 0.89% |
$17K - $18.3K
|
27.8K
$2M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
239New |
$16.6K - $17.9K
|
239
$17.2K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
235New |
$16.4K - $17.6K
|
235
$16.9K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
210New |
$14.6K - $15.7K
|
210
$15.1K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
209New |
$14.5K - $15.6K
|
209
$15.1K
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
203New |
$14.1K - $15.2K
|
203
$14.6K
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
185+ 0.27% |
$12.9K - $13.9K
|
68.5K
$4.94M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
178+ 0.55% |
$12.4K - $13.3K
|
32.8K
$2.36M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
175+ 1.41% |
$12.2K - $13.1K
|
12.6K
$906K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
169New |
$11.8K - $12.7K
|
169
$12.2K
|