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 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-147- 3.17% |
$10.2K - $11K
|
4.49K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-147- 0.44% |
$10.2K - $11K
|
33K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-148- 0.27% |
$10.3K - $11.1K
|
54.8K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 1.13% |
$10.4K - $11.2K
|
13.1K
$966K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-150- 1.09% |
$10.4K - $11.2K
|
13.7K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-153- 0.49% |
$10.6K - $11.5K
|
30.8K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-154- 1.02% |
$10.7K - $11.5K
|
15K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-157- 0.75% |
$10.9K - $11.8K
|
20.7K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-160- 0.56% |
$11.1K - $12K
|
28.6K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-167- 2.41% |
$11.6K - $12.5K
|
6.75K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-168- 0.62% |
$11.7K - $12.6K
|
26.8K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-172- 4.83% |
$12K - $12.9K
|
3.39K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-175- 2.74% |
$12.2K - $13.1K
|
6.22K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-180- 10.71% |
$12.5K - $13.5K
|
1.5K
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-180- 2.93% |
$12.5K - $13.5K
|
5.96K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-184- 0.94% |
$12.8K - $13.8K
|
19.3K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-186- 0.8% |
$12.9K - $13.9K
|
23.2K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-188- 3.79% |
$13.1K - $14.1K
|
4.78K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-192- 5.39% |
$13.4K - $14.4K
|
3.37K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.94% |
$13.9K - $15K
|
10.1K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-204- 1.66% |
$14.2K - $15.3K
|
12.1K
$890K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-209- 0.63% |
$14.5K - $15.6K
|
33K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-209- 0.23% |
$14.5K - $15.6K
|
89.2K
$6.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-220- 38.6% |
$15.3K - $16.5K
|
350
$25.8K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-222- 0.06% |
$15.4K - $16.6K
|
373K
$27.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-227- 1.27% |
$15.8K - $17K
|
17.6K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-229- 1.95% |
$15.9K - $17.1K
|
11.5K
$849K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-235- 4.77% |
$16.4K - $17.6K
|
4.7K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-257- 6.13% |
$17.9K - $19.2K
|
3.94K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-275- 8.1% |
$19.1K - $20.6K
|
3.12K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-275- 2.64% |
$19.1K - $20.6K
|
10.1K
$746K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-293- 8.3% |
$20.4K - $21.9K
|
3.24K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-300- 9.04% |
$20.9K - $22.5K
|
3.02K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-300- 9.09% |
$20.9K - $22.5K
|
3K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-305- 3.67% |
$21.2K - $22.8K
|
8.01K
$590K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-306- 18.02% |
$21.3K - $22.9K
|
1.39K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-346- 1.67% |
$24.1K - $25.9K
|
20.4K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-351- 0.31% |
$24.4K - $26.3K
|
111K
$8.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-353- 1.15% |
$24.6K - $26.4K
|
30.3K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-353- 2.81% |
$24.6K - $26.4K
|
12.2K
$899K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-356- 1.55% |
$24.8K - $26.7K
|
22.6K
$1.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-362- 3.66% |
$25.2K - $27.1K
|
9.52K
$702K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-390- 0.58% |
$27.1K - $29.2K
|
67K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-391- 7.09% |
$27.2K - $29.3K
|
5.12K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-391- 1.7% |
$27.2K - $29.3K
|
22.6K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-397- 0.82% |
$27.6K - $29.7K
|
48K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-412- 10.31% |
$28.7K - $30.8K
|
3.58K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-427- 2.85% |
$29.7K - $32K
|
14.6K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-430- 8.78% |
$29.9K - $32.2K
|
4.47K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-434- 10.0% |
$30.2K - $32.5K
|
3.91K
$288K
|