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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.9K- 8.7% |
$528K - $596K
|
125K
$6.04M
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.69K+ 11.77% |
$208K - $235K
|
44.6K
$2.15M
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
44+ 0.92% |
$1.95K - $2.2K
|
4.8K
$232K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-754- 4.93% |
$33.5K - $37.7K
|
14.5K
$703K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
12+ 0.02% |
$532 - $600
|
79.4K
$3.83M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.95K- 14.71% |
$131K - $148K
|
17.1K
$826K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.34K- 2.58% |
$193K - $217K
|
164K
$7.91M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.33K+ 1.71% |
$148K - $167K
|
198K
$9.58M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-51- 0.42% |
$2.26K - $2.55K
|
12K
$579K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.23K+ 15.15% |
$54.7K - $61.7K
|
9.37K
$453K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.35% |
$44.4 - $50
|
24
$1.16K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.18K- 17.76% |
$96.6K - $109K
|
10.1K
$487K
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.78K- 2.77% |
$79.1K - $89.2K
|
62.6K
$3.03M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 6.76% |
$73.3K - $82.6K
|
26.1K
$1.26M
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.24K+ 61.72% |
$410K - $462K
|
24.2K
$1.17M
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-42- 0.45% |
$1.86K - $2.1K
|
9.22K
$445K
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-1.9K- 11.07% |
$84.5K - $95.3K
|
15.3K
$739K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
17+ 6.14% |
$754 - $851
|
294
$14.2K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-503- 23.9% |
$22.3K - $25.2K
|
1.6K
$77.4K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 38.46% |
$222 - $250
|
8
$386
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 433.33% |
$577 - $651
|
16
$773
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14K- 45.93% |
$621K - $700K
|
16.5K
$796K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-834- 8.39% |
$37K - $41.7K
|
9.11K
$440K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-39.3K- 98.62% |
$1.75M - $1.97M
|
550
$26.6K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 0.9% |
$488 - $550
|
1.23K
$59.3K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.9K- 15.36% |
$662K - $747K
|
82.3K
$3.98M
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
32New |
$1.42K - $1.6K
|
32
$1.55K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
152+ 1.41% |
$6.74K - $7.61K
|
10.9K
$527K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
104K+ 886.46% |
$4.63M - $5.22M
|
116K
$5.61M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
55+ 0.97% |
$2.44K - $2.75K
|
5.74K
$277K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.27K+ 1.74% |
$56.3K - $63.5K
|
74K
$3.58M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.75K+ 5.41% |
$77.7K - $87.7K
|
34.1K
$1.65M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-938- 13.93% |
$41.6K - $46.9K
|
5.8K
$280K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.4K+ 330.73% |
$62.1K - $70K
|
1.82K
$88K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
168+ 1.11% |
$7.45K - $8.41K
|
15.3K
$738K
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40.6K- 58.59% |
$1.8M - $2.03M
|
28.7K
$1.39M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
221+ 0.92% |
$9.81K - $11.1K
|
24.2K
$1.17M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-414- 2.92% |
$18.4K - $20.7K
|
13.8K
$666K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
219+ 1.13% |
$9.72K - $11K
|
19.7K
$949K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-251- 1.75% |
$11.1K - $12.6K
|
14.1K
$682K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
165K+ 8700.37% |
$7.76M - $8.35M
|
167K
$8.05M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.77K- 5.1% |
$225K - $242K
|
88.7K
$4.28M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
17.8KNew |
$836K - $900K
|
17.8K
$858K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
97.5K+ 154.72% |
$4.59M - $4.94M
|
161K
$7.76M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.49K+ 3.84% |
$70.3K - $75.7K
|
40.4K
$1.95M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.74K+ 33.67% |
$459K - $494K
|
38.7K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.1KNew |
$521K - $561K
|
11.1K
$535K
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-205- 1.87% |
$9.65K - $10.4K
|
10.8K
$521K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.3K- 2.66% |
$1.42M - $1.53M
|
1.11M
$53.5M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.8K- 1.18% |
$1.64M - $1.77M
|
2.93M
$141M
|