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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
994New |
$37.1K - $42.4K
|
994
$48K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
219New |
$8.17K - $9.34K
|
219
$10.6K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
42.8KNew |
$1.6M - $1.82M
|
42.8K
$2.07M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.6KNew |
$297K - $324K
|
7.6K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-409- 7.09% |
$16K - $17.4K
|
5.36K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.27K- 47.48% |
$49.7K - $54.2K
|
1.41K
$68K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-82- 21.47% |
$3.2K - $3.5K
|
300
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-4.12K- 28.6% |
$161K - $175K
|
10.3K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9+ 0.17% |
$352 - $384
|
5.21K
$252K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-13.1K- 9.08% |
$514K - $560K
|
132K
$6.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
96New |
$3.75K - $4.09K
|
96
$4.64K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 18.36% |
$47.1K - $51.4K
|
5.36K
$259K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.5K- 21.73% |
$97.7K - $107K
|
9.01K
$435K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-540- 8.49% |
$21.1K - $23K
|
5.82K
$281K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
6.66K+ 3.98% |
$260K - $284K
|
174K
$8.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.95KNew |
$76K - $82.9K
|
1.95K
$94K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-236K- 53.25% |
$9.24M - $10.1M
|
208K
$10M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.45KNew |
$213K - $232K
|
5.45K
$263K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
12.3KNew |
$480K - $524K
|
12.3K
$593K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
887+ 212.2% |
$34.7K - $37.8K
|
1.31K
$63K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
850New |
$33.2K - $36.2K
|
850
$41.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$127K - $138K
|
3.24K
$157K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.11K- 17.5% |
$43.3K - $47.2K
|
5.22K
$252K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-770- 8.35% |
$30.1K - $32.8K
|
8.46K
$409K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 7.98% |
$77.7K - $84.7K
|
26.9K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
349+ 0.86% |
$13.6K - $14.9K
|
40.7K
$1.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-29.7K- 74.3% |
$1.16M - $1.27M
|
10.3K
$497K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-141- 1.12% |
$5.51K - $6.01K
|
12.5K
$601K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
61.1KNew |
$2.39M - $2.61M
|
61.1K
$2.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-160- 26.19% |
$6.25K - $6.82K
|
451
$21.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26New |
$1.02K - $1.11K
|
26
$1.26K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.68K- 78.45% |
$144K - $157K
|
1.01K
$48.8K
|
|
| Q2 2023 | |||||||
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.89K- 29.1% |
$113K - $124K
|
7.04K
$340K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 11.87% |
$159K - $174K
|
38.3K
$1.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
29.2KNew |
$1.14M - $1.25M
|
29.2K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
419New |
$16.4K - $17.9K
|
419
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-325- 3.62% |
$12.7K - $13.9K
|
8.65K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
59New |
$2.31K - $2.53K
|
59
$2.85K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-3.03K- 13.58% |
$119K - $130K
|
19.3K
$932K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.01K+ 8.99% |
$196K - $214K
|
60.7K
$2.93M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.96K- 41.09% |
$155K - $169K
|
5.67K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-362- 39.69% |
$14.2K - $15.5K
|
550
$26.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.9KNew |
$426K - $465K
|
10.9K
$525K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62+ 1.26% |
$2.43K - $2.65K
|
4.99K
$241K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-500- 16.76% |
$19.6K - $21.4K
|
2.48K
$120K
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-51.7K- 34.28% |
$2.03M - $2.21M
|
99.2K
$4.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8.4K+ 14.67% |
$329K - $359K
|
65.6K
$3.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
56+ 1.14% |
$2.2K - $2.4K
|
4.97K
$240K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-412- 1.77% |
$16.2K - $17.6K
|
22.9K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
500New |
$19.6K - $21.4K
|
500
$24.2K
|
|