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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3New |
$117 - $137
|
3
$147
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
8.05KNew |
$314K - $367K
|
8.05K
$394K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$11.7K - $13.7K
|
300
$14.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-16.2K- 38.14% |
$633K - $741K
|
26.3K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-841- 84.86% |
$32.8K - $38.4K
|
150
$7.35K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
6.23KNew |
$243K - $284K
|
6.23K
$305K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
65+ 1.23% |
$2.54K - $2.97K
|
5.36K
$262K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
2+ 0.03% |
$78 - $91.2
|
5.74K
$281K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$39 - $45.6
|
1
$49
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19New |
$741 - $867
|
19
$931
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
966New |
$37.7K - $44.1K
|
966
$47.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
807+ 2.08% |
$31.5K - $36.8K
|
39.6K
$1.94M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
625New |
$24.4K - $28.5K
|
625
$30.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.44KNew |
$368K - $431K
|
9.44K
$462K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-94- 49.47% |
$3.67K - $4.29K
|
96
$4.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
94New |
$3.67K - $4.29K
|
94
$4.6K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.67% |
$78.2 - $94.3
|
299
$14.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.11K- 61.75% |
$43.3K - $52.1K
|
685
$33.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.6KNew |
$258K - $311K
|
6.6K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
403New |
$15.8K - $19K
|
403
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-249Closed |
$9.74K - $11.7K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
625New |
$24.4K - $29.5K
|
625
$30.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.71K+ 3.56% |
$66.9K - $80.6K
|
49.7K
$2.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.5KNew |
$58.7K - $70.7K
|
1.5K
$73.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.17K- 1.45% |
$163K - $197K
|
284K
$13.9M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.66KNew |
$104K - $125K
|
2.66K
$130K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
113New |
$4.42K - $5.33K
|
113
$5.53K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-55- 8.79% |
$2.15K - $2.59K
|
571
$28K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
30.6KNew |
$1.2M - $1.44M
|
30.6K
$1.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
109KNew |
$4.26M - $5.14M
|
109K
$5.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 2.11% |
$782 - $943
|
930
$45.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
186KNew |
$7.29M - $8.79M
|
186K
$9.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
364New |
$14.2K - $17.2K
|
364
$17.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
221New |
$8.64K - $10.4K
|
221
$10.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8.3KNew |
$325K - $391K
|
8.3K
$407K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
670New |
$26.2K - $31.6K
|
670
$32.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.13KNew |
$44.2K - $53.3K
|
1.13K
$55.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.08KNew |
$238K - $287K
|
6.08K
$298K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-49.5K- 88.99% |
$1.93M - $2.33M
|
6.12K
$300K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
75.9KNew |
$3.21M - $3.74M
|
75.9K
$3.72M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.24KClosed |
$52.3K - $61K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.57K- 95.15% |
$235K - $274K
|
284
$13.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
114New |
$4.82K - $5.61K
|
114
$5.58K
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
394KNew |
$16.6M - $19.4M
|
394K
$19.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-66Closed |
$2.79K - $3.25K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
292New |
$12.3K - $14.4K
|
292
$14.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.5K- 73.89% |
$612K - $713K
|
5.12K
$251K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100New |
$4.23K - $4.92K
|
100
$4.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
372K+ 169.05% |
$15.7M - $18.3M
|
592K
$29M
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-4.65KClosed |
$196K - $229K
|
0
$0
|
|