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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.25KNew |
$333K - $437K
|
5.25K
$487K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-17K- 99.11% |
$1.08M - $1.42M
|
153
$14.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
213New |
$13.5K - $17.7K
|
213
$19.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.4K- 9.92% |
$661K - $867K
|
94.7K
$8.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
787+ 629.6% |
$49.9K - $65.5K
|
912
$84.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.49KNew |
$221K - $290K
|
3.49K
$323K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39New |
$2.47K - $3.25K
|
39
$3.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-339- 83.29% |
$21.5K - $28.2K
|
68
$6.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
38.3KNew |
$2.43M - $3.18M
|
38.3K
$3.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.2K+ 150.0% |
$76.1K - $99.9K
|
2K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-17.7K- 40.53% |
$1.13M - $1.48M
|
26K
$2.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
40.4KNew |
$2.57M - $3.36M
|
40.4K
$3.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3.05KNew |
$194K - $254K
|
3.05K
$283K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-101- 82.11% |
$6.95K - $8.14K
|
22
$2.04K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.72KNew |
$531K - $622K
|
7.72K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.59KNew |
$453K - $531K
|
6.59K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
7.76KNew |
$534K - $626K
|
7.76K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.6K+ 6417.37% |
$1.14M - $1.34M
|
16.9K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.43KNew |
$236K - $277K
|
3.43K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9.03K- 91.65% |
$621K - $728K
|
823
$76.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-6- 0.16% |
$413 - $484
|
3.7K
$343K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.73K- 72.08% |
$119K - $139K
|
670
$62.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.82K- 35.25% |
$194K - $227K
|
5.18K
$481K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
5K+ 100.0% |
$344K - $403K
|
10K
$927K
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-15K- 35.64% |
$1.03M - $1.21M
|
27.1K
$2.51M
|
|
| Q2 2023 | |||||||
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-291- 5.21% |
$18.9K - $22.2K
|
5.29K
$491K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
18.4KNew |
$1.19M - $1.41M
|
18.4K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
5KNew |
$324K - $382K
|
5K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.25M - $1.47M
|
19.3K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.43KNew |
$482K - $567K
|
7.43K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.8KNew |
$571K - $672K
|
8.8K
$816K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.38K- 46.94% |
$414K - $487K
|
7.21K
$668K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
678+ 10.59% |
$44K - $51.8K
|
7.08K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.37K- 18.41% |
$154K - $181K
|
10.5K
$972K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
6.29KNew |
$408K - $480K
|
6.29K
$583K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18New |
$1.17K - $1.38K
|
18
$1.67K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
100New |
$6.49K - $7.64K
|
100
$9.27K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
150+ 0.83% |
$9.73K - $11.5K
|
18.2K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13.9KNew |
$899K - $1.06M
|
13.9K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
37New |
$2.4K - $2.83K
|
37
$3.43K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.83K+ 99.18% |
$379K - $446K
|
11.7K
$1.09M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
67New |
$4.35K - $5.12K
|
67
$6.21K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
485+ 57.74% |
$30.1K - $37.3K
|
1.33K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$106K - $131K
|
1.71K
$158K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.13KNew |
$256K - $317K
|
4.13K
$382K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
40New |
$2.49K - $3.07K
|
40
$3.71K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.1KNew |
$566K - $700K
|
9.1K
$844K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.14% |
$435 - $538
|
5.01K
$464K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.92KNew |
$554K - $686K
|
8.92K
$827K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
129New |
$8.02K - $9.92K
|
129
$12K
|
|