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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.5KNew |
$1.25M - $1.37M
|
14.5K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-766- 11.97% |
$66.3K - $72.8K
|
5.64K
$512K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
509+ 22.69% |
$44.1K - $48.4K
|
2.75K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
5+ 0.09% |
$433 - $475
|
5.84K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$267K - $293K
|
3.09K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
104New |
$9.01K - $9.88K
|
104
$9.46K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
19.9KNew |
$1.72M - $1.89M
|
19.9K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-819- 13.2% |
$70.9K - $77.8K
|
5.39K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
450+ 642.86% |
$39K - $42.8K
|
520
$47.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.22K- 9.39% |
$366K - $401K
|
40.8K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-798- 5.23% |
$69.1K - $75.8K
|
14.5K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.03% |
$86.6 - $95
|
2.9K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-137- 3.55% |
$11.9K - $13K
|
3.72K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
237+ 4.23% |
$20.5K - $22.5K
|
5.85K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
127KNew |
$11M - $12M
|
127K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-575- 2.2% |
$49.8K - $54.6K
|
25.5K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.64K+ 5.57% |
$142K - $156K
|
31.1K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26New |
$2.25K - $2.47K
|
26
$2.36K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-16- 0.38% |
$1.39K - $1.52K
|
4.21K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$86.6 - $95
|
3.11K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
10.3KNew |
$892K - $978K
|
10.3K
$936K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.92K+ 101.92% |
$253K - $278K
|
5.79K
$526K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.41KNew |
$209K - $229K
|
2.41K
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
985+ 3517.86% |
$76.5K - $89K
|
1.01K
$92.1K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.5K- 18.31% |
$812K - $944K
|
46.6K
$4.24M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
178New |
$13.8K - $16.1K
|
178
$16.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.96KNew |
$230K - $267K
|
2.96K
$269K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
97New |
$7.53K - $8.76K
|
97
$8.82K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-210- 35.12% |
$16.3K - $19K
|
388
$35.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.14K- 19.85% |
$710K - $826K
|
36.9K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.42% |
$77.6 - $90.3
|
240
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 42.53% |
$1.25M - $1.46M
|
54.1K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.5K+ 75016.67% |
$349K - $407K
|
4.51K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.48K+ 61.83% |
$193K - $224K
|
6.5K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-286- 9.63% |
$22.2K - $25.8K
|
2.69K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.77K+ 36.18% |
$215K - $250K
|
10.4K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-385- 12.48% |
$29.9K - $34.8K
|
2.7K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.1K- 77.92% |
$1.33M - $1.55M
|
4.85K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-925- 12.91% |
$71.8K - $83.6K
|
6.24K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-123K- 46.02% |
$9.57M - $11.1M
|
145K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 79.0% |
$302K - $352K
|
8.82K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.38K+ 20.27% |
$495K - $576K
|
37.8K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.35K+ 11.02% |
$105K - $122K
|
13.6K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 25.16% |
$7.93M - $9.22M
|
304K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.3K- 16.6% |
$1.11M - $1.3M
|
72K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
97New |
$7.53K - $8.76K
|
97
$8.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.23% |
$155 - $181
|
875
$79.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.9K+ 189.44% |
$844K - $982K
|
16.6K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-32.6K- 77.74% |
$2.53M - $2.94M
|
9.32K
$847K
|
|