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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-58- 52.25% |
$4.64K - $5.06K
|
53
$5.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-312- 8.05% |
$24.9K - $27.2K
|
3.56K
$364K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.94K- 36.2% |
$235K - $256K
|
5.17K
$528K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-838- 4.02% |
$67K - $73K
|
20K
$2.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
101New |
$8.07K - $8.8K
|
101
$10.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-35.6K- 88.34% |
$2.78M - $3.12M
|
4.7K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.94KNew |
$308K - $346K
|
3.94K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
121New |
$9.46K - $10.6K
|
121
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.49K+ 89.76% |
$351K - $394K
|
9.49K
$970K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
28New |
$2.19K - $2.46K
|
28
$2.86K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
13.7K+ 18.42% |
$1.07M - $1.2M
|
88K
$8.99M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
196New |
$15.3K - $17.2K
|
196
$20K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-39.5K- 76.25% |
$3.09M - $3.47M
|
12.3K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-98.4K- 75.14% |
$7.7M - $8.63M
|
32.6K
$3.33M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
60New |
$4.69K - $5.26K
|
60
$6.13K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.49KNew |
$273K - $306K
|
3.49K
$356K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$469 - $526
|
6
$613
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 4257.69% |
$86.6K - $97.1K
|
1.13K
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
12KNew |
$941K - $1.06M
|
12K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-200- 85.11% |
$15.6K - $17.5K
|
35
$3.58K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
44.8KNew |
$3.5M - $3.93M
|
44.8K
$4.58M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-485- 3.54% |
$37.9K - $42.6K
|
13.2K
$1.35M
|
|
| Q4 2023 | |||||||
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.78KNew |
$304K - $398K
|
4.78K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3KNew |
$190K - $250K
|
3K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.31KNew |
$273K - $358K
|
4.31K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
16.2KNew |
$1.03M - $1.35M
|
16.2K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.65KNew |
$168K - $220K
|
2.65K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
109KNew |
$6.93M - $9.09M
|
109K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
19.7KNew |
$1.25M - $1.64M
|
19.7K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
34New |
$2.16K - $2.83K
|
34
$3.47K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 14.29% |
$317 - $416
|
30
$3.07K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.6KNew |
$165K - $216K
|
2.6K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.82KNew |
$369K - $484K
|
5.82K
$594K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.25KNew |
$333K - $437K
|
5.25K
$537K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-17K- 99.11% |
$1.08M - $1.42M
|
153
$15.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
213New |
$13.5K - $17.7K
|
213
$21.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.4K- 9.92% |
$661K - $867K
|
94.7K
$9.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.49KNew |
$221K - $290K
|
3.49K
$356K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
787+ 629.6% |
$49.9K - $65.5K
|
912
$93.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39New |
$2.47K - $3.25K
|
39
$3.98K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.2K+ 150.0% |
$76.1K - $99.9K
|
2K
$204K
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-17.7K- 40.53% |
$1.13M - $1.48M
|
26K
$2.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
40.4KNew |
$2.57M - $3.36M
|
40.4K
$4.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3.05KNew |
$194K - $254K
|
3.05K
$312K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-101- 82.11% |
$6.95K - $8.14K
|
22
$2.25K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.72KNew |
$531K - $622K
|
7.72K
$788K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
7.76KNew |
$534K - $626K
|
7.76K
$793K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.59KNew |
$453K - $531K
|
6.59K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.43KNew |
$236K - $277K
|
3.43K
$351K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9.03K- 91.65% |
$621K - $728K
|
823
$84.1K
|
|