Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$397 - $455
|
9
$446
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.46K+ 12.82% |
$64.4K - $73.9K
|
12.9K
$637K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.05K+ 11.83% |
$355K - $407K
|
76.1K
$3.77M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-3.62K- 62.81% |
$160K - $183K
|
2.14K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
12.3K+ 7.6% |
$541K - $620K
|
174K
$8.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 1.88% |
$220 - $253
|
261
$12.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 19.35% |
$1.06K - $1.21K
|
100
$4.96K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.25K- 22.98% |
$54.9K - $63K
|
4.18K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.13K- 12.07% |
$49.8K - $57.1K
|
8.23K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
33.1KNew |
$1.46M - $1.68M
|
33.1K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
454+ 0.51% |
$20K - $23K
|
90.2K
$4.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.03% |
$308 - $354
|
25K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-791- 4.79% |
$34.9K - $40K
|
15.7K
$779K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
668+ 5.75% |
$29.4K - $33.8K
|
12.3K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-48- 0.64% |
$2.12K - $2.43K
|
7.47K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.64K+ 0.61% |
$116K - $133K
|
436K
$21.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-542- 6.18% |
$23.9K - $27.4K
|
8.23K
$408K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
140+ 0.66% |
$6.17K - $7.08K
|
21.4K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.58K- 42.43% |
$158K - $181K
|
4.86K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.31K- 0.92% |
$57.5K - $66K
|
141K
$6.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.86K+ 6.93% |
$82.1K - $94.3K
|
28.8K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-466- 70.18% |
$20.5K - $23.6K
|
198
$9.81K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.02% |
$6.83K - $7.84K
|
15.1K
$747K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.48K- 2.21% |
$153K - $176K
|
154K
$7.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
4.1KNew |
$181K - $207K
|
4.1K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.98KNew |
$440K - $505K
|
9.98K
$494K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
79.4K+ 38.97% |
$3.5M - $4.02M
|
283K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.83% |
$881 - $1.01K
|
2.39K
$118K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-234- 1.46% |
$10.3K - $11.8K
|
15.8K
$782K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
187+ 37.4% |
$8.24K - $9.46K
|
687
$34K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 0.3% |
$308 - $354
|
2.37K
$118K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46+ 0.83% |
$2.03K - $2.33K
|
5.6K
$277K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.55% |
$176 - $202
|
736
$36.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 21.01% |
$83.8K - $96.1K
|
10.9K
$543K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
65New |
$2.86K - $3.29K
|
65
$3.22K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
184+ 1.61% |
$8.11K - $9.3K
|
11.6K
$577K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.45KNew |
$196K - $225K
|
4.45K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 33.47% |
$66.5K - $76.3K
|
6.02K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-417- 5.48% |
$18.4K - $21.1K
|
7.19K
$356K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.45% |
$308 - $354
|
1.57K
$77.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.83% |
$264 - $303
|
732
$36.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.8KNew |
$961K - $1.1M
|
21.8K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
21+ 0.04% |
$925 - $1.06K
|
47K
$2.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.4KNew |
$678K - $777K
|
15.4K
$762K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.3KNew |
$588K - $674K
|
13.3K
$661K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
180+ 0.94% |
$7.93K - $9.1K
|
19.3K
$958K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.03% |
$132 - $152
|
293
$14.5K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17+ 0.2% |
$749 - $860
|
8.5K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.43K+ 15.12% |
$151K - $173K
|
26.1K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.18K- 24.82% |
$52K - $59.6K
|
3.57K
$177K
|