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 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-7.41K- 60.42% |
$291K - $317K
|
4.86K
$235K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 1.16% |
$196 - $214
|
435
$21K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
575+ 11.51% |
$22.5K - $24.6K
|
5.57K
$269K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-360- 36.44% |
$14.1K - $15.4K
|
628
$30.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
256New |
$10K - $11K
|
256
$12.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$78.4 - $85.6
|
2
$96.6
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 1.15% |
$274 - $300
|
614
$29.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.1K+ 20.0% |
$82.3K - $89.9K
|
12.6K
$609K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-450- 0.97% |
$17.6K - $19.3K
|
45.9K
$2.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
41.1K+ 463.96% |
$1.61M - $1.76M
|
50K
$2.42M
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-7.76K- 90.44% |
$308K - $358K
|
820
$39.6K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3New |
$119 - $138
|
3
$145
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.87% |
$79.3 - $92.2
|
231
$11.2K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.75KNew |
$149K - $173K
|
3.75K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-387- 1.61% |
$15.4K - $17.8K
|
23.6K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-15.3K- 10.31% |
$609K - $707K
|
133K
$6.45M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27.1KNew |
$1.07M - $1.25M
|
27.1K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.69KNew |
$226K - $262K
|
5.69K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 2.04% |
$4.17K - $4.84K
|
5.03K
$243K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-57.8K- 99.83% |
$2.29M - $2.67M
|
100
$4.83K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.66K- 6.86% |
$65.7K - $76.4K
|
22.5K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
90KNew |
$3.57M - $4.15M
|
90K
$4.35M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.8KNew |
$469K - $545K
|
11.8K
$571K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
865New |
$34.3K - $39.9K
|
865
$41.8K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
158New |
$6.27K - $7.29K
|
158
$7.63K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5KNew |
$198K - $231K
|
5K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
19.9K+ 11.56% |
$789K - $917K
|
192K
$9.28M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-13.4K- 9.92% |
$533K - $619K
|
122K
$5.89M
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-941- 3.89% |
$37.3K - $43.4K
|
23.3K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.85K+ 2.95% |
$73.3K - $85.2K
|
64.4K
$3.11M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.95KNew |
$196K - $228K
|
4.95K
$239K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-521- 9.11% |
$20.7K - $24K
|
5.2K
$251K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-37- 0.28% |
$1.47K - $1.71K
|
13K
$627K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-467- 2.88% |
$18.5K - $21.5K
|
15.7K
$760K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-53.1K- 72.83% |
$2.11M - $2.45M
|
19.8K
$957K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-29- 0.39% |
$1.15K - $1.34K
|
7.49K
$362K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-273- 3.24% |
$10.8K - $12.6K
|
8.16K
$394K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
404New |
$16K - $18.6K
|
404
$19.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
403+ 8.41% |
$16K - $18.6K
|
5.19K
$251K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-60- 1.08% |
$2.38K - $2.77K
|
5.49K
$265K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
227New |
$9.01K - $10.5K
|
227
$11K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1Closed |
$39 - $45.6
|
0
$0
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-86K- 94.19% |
$3.35M - $3.92M
|
5.3K
$256K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-96- 1.61% |
$3.74K - $4.38K
|
5.86K
$283K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
68.9KNew |
$2.69M - $3.14M
|
68.9K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.22K- 20.38% |
$86.6K - $101K
|
8.67K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 97.72% |
$21.6M - $25.2M
|
12.9K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
259New |
$10.1K - $11.8K
|
259
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
175+ 14.58% |
$6.83K - $7.98K
|
1.38K
$66.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 0.98% |
$195 - $228
|
513
$24.8K
|
|