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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.43KNew |
$482K - $567K
|
7.43K
$821K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
6.29KNew |
$408K - $480K
|
6.29K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
5KNew |
$324K - $382K
|
5K
$553K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
678+ 10.59% |
$44K - $51.8K
|
7.08K
$782K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
150+ 0.83% |
$9.73K - $11.5K
|
18.2K
$2.01M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
67New |
$4.35K - $5.12K
|
67
$7.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
37New |
$2.4K - $2.83K
|
37
$4.09K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18New |
$1.17K - $1.38K
|
18
$1.99K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
122KNew |
$7.57M - $9.36M
|
122K
$13.5M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.1KNew |
$566K - $700K
|
9.1K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.13KNew |
$256K - $317K
|
4.13K
$456K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$106K - $131K
|
1.71K
$188K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
485+ 57.74% |
$30.1K - $37.3K
|
1.33K
$146K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
352New |
$21.9K - $27.1K
|
352
$38.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
129New |
$8.02K - $9.92K
|
129
$14.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
120New |
$7.46K - $9.22K
|
120
$13.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
40New |
$2.49K - $3.07K
|
40
$4.42K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.14% |
$435 - $538
|
5.01K
$553K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
28KNew |
$1.57M - $1.92M
|
28K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.31KNew |
$355K - $432K
|
6.31K
$697K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.84KNew |
$329K - $400K
|
5.84K
$646K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$16.9K - $20.5K
|
300
$33.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
300New |
$16.9K - $20.5K
|
300
$33.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
184New |
$10.3K - $12.6K
|
184
$20.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
158New |
$8.89K - $10.8K
|
158
$17.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16+ 2.06% |
$900 - $1.1K
|
791
$87.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.16% |
$56.2 - $68.5
|
609
$67.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
290KNew |
$16.7M - $21M
|
290K
$32.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.65KNew |
$554K - $697K
|
9.65K
$1.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.92KNew |
$225K - $283K
|
3.92K
$433K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.6KNew |
$206K - $260K
|
3.6K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.39KNew |
$79.5K - $100K
|
1.39K
$153K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$1.03K - $1.3K
|
18
$1.99K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
231New |
$13.2K - $17.9K
|
231
$25.5K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
311KNew |
$21.2M - $25.2M
|
311K
$34.4M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
95KNew |
$6.47M - $7.68M
|
95K
$10.5M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.87KNew |
$195K - $232K
|
2.87K
$317K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
105New |
$7.75K - $8.68K
|
105
$11.6K
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
364New |
$24.8K - $27.8K
|
364
$40.2K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
289New |
$19.7K - $22.1K
|
289
$31.9K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.17KNew |
$289K - $375K
|
5.17K
$572K
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$56K - $72.6K
|
1K
$111K
|
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
175New |
$9.79K - $12.7K
|
175
$19.3K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
95New |
$2.39K - $4.57K
|
95
$10.5K
|
|
| Q1 2019 | |||||||
|
Apr 12, 2019
Q1 2019
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
8.47KNew |
N/A
|
8.47K
$936K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
37.6KNew |
N/A
|
37.6K
$4.16M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$111
|
|