Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHB) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.76K+ 7.18% |
$216K - $263K
|
41.3K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19KNew |
$1.49M - $1.81M
|
19K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-628- 81.56% |
$49.1K - $59.8K
|
142
$14.5K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-71- 1.78% |
$5.56K - $6.76K
|
3.92K
$401K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.29K+ 526.64% |
$101K - $122K
|
1.53K
$156K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
63.6KNew |
$4.97M - $6.05M
|
63.6K
$6.49M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.52K- 10.87% |
$510K - $621K
|
53.5K
$5.46M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-89- 3.3% |
$6.97K - $8.47K
|
2.61K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.12% |
$78.3 - $95.2
|
839
$85.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 7.18% |
$92.9K - $113K
|
15.3K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 10.11% |
$2.19K - $2.67K
|
249
$25.4K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-175- 9.52% |
$13.7K - $16.7K
|
1.66K
$170K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.9K- 27.58% |
$2.58M - $3.14M
|
86.5K
$8.84M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2- 0.07% |
$157 - $190
|
2.9K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252K+ 188.69% |
$19.7M - $24M
|
385K
$39.4M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.46% |
$313 - $381
|
872
$89.1K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.57K- 18.91% |
$670K - $816K
|
36.7K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 4.61% |
$21.1K - $25.7K
|
5.59K
$571K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-642- 86.87% |
$50.2K - $61.1K
|
97
$9.91K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-144- 1.31% |
$11.3K - $13.7K
|
10.8K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 2.76% |
$2.19K - $2.67K
|
985
$101K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-612- 11.36% |
$47.9K - $58.3K
|
4.78K
$488K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-356- 57.51% |
$27.9K - $33.9K
|
263
$26.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.9KNew |
$1.25M - $1.52M
|
15.9K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-123- 3.31% |
$9.63K - $11.7K
|
3.6K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-229- 3.92% |
$17.9K - $21.8K
|
5.62K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.68K+ 8.6% |
$209K - $255K
|
33.8K
$3.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-30- 0.27% |
$2.35K - $2.86K
|
11K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.2K- 31.14% |
$801K - $974K
|
22.6K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.01% |
$78.3 - $95.2
|
19.9K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-900- 6.23% |
$70.4K - $85.7K
|
13.6K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-50- 0.8% |
$3.91K - $4.76K
|
6.19K
$632K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
280New |
$21.9K - $26.7K
|
280
$28.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54New |
$4.23K - $5.14K
|
54
$5.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-667- 7.57% |
$52.2K - $63.5K
|
8.14K
$832K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.04K- 18.38% |
$81.1K - $98.6K
|
4.6K
$470K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.08K- 10.46% |
$84.3K - $103K
|
9.22K
$942K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.94K- 50.86% |
$230K - $280K
|
2.84K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3K- 35.29% |
$235K - $286K
|
5.5K
$562K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.43K- 33.56% |
$384K - $421K
|
8.77K
$896K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-270- 5.31% |
$23.4K - $25.7K
|
4.82K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.57KNew |
$222K - $244K
|
2.57K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68- 1.4% |
$5.89K - $6.46K
|
4.79K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-95- 1.67% |
$8.23K - $9.03K
|
5.61K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.3KNew |
$113K - $124K
|
1.3K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
177New |
$15.3K - $16.8K
|
177
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.31K- 34.46% |
$113K - $124K
|
2.49K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$427K - $469K
|
4.93K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300+ 229.01% |
$26K - $28.5K
|
431
$44K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
526New |
$45.6K - $50K
|
526
$53.7K
|
|