Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 High (SPHB)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHB) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.57KNew |
$222K - $244K
|
2.57K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.41KNew |
$209K - $229K
|
2.41K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.3KNew |
$113K - $124K
|
1.3K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
526New |
$45.6K - $50K
|
526
$52K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
509+ 22.69% |
$44.1K - $48.4K
|
2.75K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
450+ 642.86% |
$39K - $42.8K
|
520
$51.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
315New |
$27.3K - $29.9K
|
315
$31.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300+ 229.01% |
$26K - $28.5K
|
431
$42.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
177New |
$15.3K - $16.8K
|
177
$17.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
104New |
$9.01K - $9.88K
|
104
$10.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26New |
$2.25K - $2.47K
|
26
$2.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$86.6 - $95
|
4.03K
$399K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.9K+ 189.44% |
$844K - $982K
|
16.6K
$1.64M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.96KNew |
$230K - $267K
|
2.96K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.48K+ 61.83% |
$193K - $224K
|
6.5K
$643K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.44KNew |
$189K - $220K
|
2.44K
$241K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
178New |
$13.8K - $16.1K
|
178
$17.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
97New |
$7.53K - $8.76K
|
97
$9.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
97New |
$7.53K - $8.76K
|
97
$9.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
60New |
$4.66K - $5.42K
|
60
$5.93K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
46.9KNew |
$3.75M - $4.09M
|
46.9K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.9K+ 144.02% |
$1.03M - $1.12M
|
21.9K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.83KNew |
$306K - $334K
|
3.83K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.2KNew |
$256K - $279K
|
3.2K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$238K - $259K
|
2.97K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.59KNew |
$207K - $226K
|
2.59K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.89K+ 4.35% |
$151K - $164K
|
45.2K
$4.47M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
871New |
$69.6K - $75.9K
|
871
$86.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
514+ 11.78% |
$41.1K - $44.8K
|
4.88K
$482K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
182New |
$14.5K - $15.9K
|
182
$18K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
159New |
$12.7K - $13.9K
|
159
$15.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
101New |
$8.07K - $8.8K
|
101
$9.99K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
84New |
$6.71K - $7.32K
|
84
$8.31K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
62+ 1.17% |
$4.96K - $5.4K
|
5.38K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25New |
$2K - $2.18K
|
25
$2.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.7% |
$160 - $174
|
289
$28.6K
|
|
| Q1 2024 | |||||||
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
44.8KNew |
$3.5M - $3.93M
|
44.8K
$4.43M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
13.7K+ 18.42% |
$1.07M - $1.2M
|
88K
$8.7M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
12KNew |
$941K - $1.06M
|
12K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.49K+ 89.76% |
$351K - $394K
|
9.49K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.94KNew |
$308K - $346K
|
3.94K
$390K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.49KNew |
$273K - $306K
|
3.49K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 4257.69% |
$86.6K - $97.1K
|
1.13K
$112K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
196New |
$15.3K - $17.2K
|
196
$19.4K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
121New |
$9.46K - $10.6K
|
121
$12K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
60New |
$4.69K - $5.26K
|
60
$5.93K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
28New |
$2.19K - $2.46K
|
28
$2.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$469 - $526
|
6
$593
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
109KNew |
$6.93M - $9.09M
|
109K
$10.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
40.4KNew |
$2.57M - $3.36M
|
40.4K
$4M
|
|