Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Mome (SPMO) 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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.91K- 38.3% |
$172K - $188K
|
3.08K
$307K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.17K+ 174.14% |
$375K - $411K
|
6.56K
$656K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.86K+ 152.11% |
$347K - $380K
|
6.39K
$639K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
601+ 85.73% |
$54.1K - $59.3K
|
1.3K
$130K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
110+ 61.8% |
$9.9K - $10.8K
|
288
$28.8K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 2.61% |
$110K - $121K
|
48.1K
$4.81M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.2K+ 8.27% |
$1.09M - $1.2M
|
159K
$15.9M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
204+ 1.86% |
$18.4K - $20.1K
|
11.1K
$1.11M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-663- 3.0% |
$59.7K - $65.4K
|
21.5K
$2.15M
|
|
Q3 2024 | |||||||
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.74K+ 14.25% |
$696K - $801K
|
70.1K
$7M
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-153- 4.34% |
$12.2K - $14K
|
3.38K
$337K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
14.1KNew |
$1.12M - $1.29M
|
14.1K
$1.41M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25KNew |
$1.99M - $2.29M
|
25K
$2.49M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.22KNew |
$336K - $387K
|
4.22K
$421K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.65K+ 52.39% |
$131K - $151K
|
4.79K
$478K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.49K- 43.13% |
$357K - $411K
|
5.92K
$591K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.09KNew |
$326K - $375K
|
4.09K
$409K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$886K - $1.02M
|
11.1K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
37.7KNew |
$3M - $3.45M
|
37.7K
$3.77M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.81KNew |
$224K - $258K
|
2.81K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4KNew |
$318K - $367K
|
4K
$400K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
393New |
$31.3K - $36K
|
393
$39.3K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.2K+ 17.98% |
$1.29M - $1.48M
|
106K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.6K+ 596.3% |
$2.51M - $2.89M
|
36.8K
$3.68M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.74KNew |
$218K - $251K
|
2.74K
$273K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.74KNew |
$139K - $160K
|
1.74K
$174K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$6.21K - $7.15K
|
78
$7.79K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.18K+ 23.79% |
$174K - $200K
|
11.4K
$1.13M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.61K- 61.55% |
$366K - $422K
|
2.88K
$287K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
565New |
$45K - $51.8K
|
565
$56.4K
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.25KNew |
$179K - $206K
|
2.25K
$224K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-40.6K- 87.9% |
$3.23M - $3.72M
|
5.59K
$558K
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.02KNew |
$639K - $735K
|
8.02K
$802K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$79.6 - $91.6
|
5.6K
$560K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
451+ 1.12% |
$35.9K - $41.3K
|
40.8K
$4.08M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
107New |
$8.52K - $9.81K
|
107
$10.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.1K+ 497.49% |
$3.74M - $4.31M
|
56.5K
$5.65M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.2K- 26.11% |
$2.01M - $2.31M
|
71.4K
$7.13M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
222New |
$17.7K - $20.3K
|
222
$22.2K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
24.7KNew |
$1.97M - $2.26M
|
24.7K
$2.47M
|
|
Q2 2024 | |||||||
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.69K+ 235.8% |
$500K - $592K
|
9.52K
$951K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
27.1KNew |
$2.03M - $2.41M
|
27.1K
$2.71M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.55KNew |
$266K - $315K
|
3.55K
$355K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.71KNew |
$203K - $240K
|
2.71K
$271K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.86K- 10.06% |
$139K - $165K
|
16.7K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.81KNew |
$285K - $337K
|
3.81K
$380K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
147KNew |
$11M - $13M
|
147K
$14.6M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.47KNew |
$185K - $219K
|
2.47K
$247K
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
701+ 22.65% |
$52.4K - $62.1K
|
3.8K
$379K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52New |
$3.89K - $4.61K
|
52
$5.2K
|