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 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
370New |
$14.4K - $16.9K
|
370
$17.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.73KNew |
$184K - $216K
|
4.73K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
400New |
$15.6K - $18.2K
|
400
$19.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.17KNew |
$202K - $236K
|
5.17K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.8KNew |
$187K - $219K
|
4.8K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 0.01% |
$39 - $45.6
|
16K
$772K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
106New |
$4.14K - $4.84K
|
106
$5.12K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20KNew |
$781K - $914K
|
20K
$968K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
8.58KNew |
$335K - $391K
|
8.58K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.73KNew |
$185K - $216K
|
4.73K
$229K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$15.6K - $18.2K
|
400
$19.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
614New |
$24K - $28K
|
614
$29.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2New |
$78 - $91.2
|
2
$96.6
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3New |
$117 - $137
|
3
$145
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-2.35K- 31.04% |
$91.5K - $107K
|
5.21K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
8.05KNew |
$314K - $367K
|
8.05K
$389K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$11.7K - $13.7K
|
300
$14.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-16.2K- 38.14% |
$633K - $741K
|
26.3K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-841- 84.86% |
$32.8K - $38.4K
|
150
$7.25K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
6.23KNew |
$243K - $284K
|
6.23K
$301K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
65+ 1.23% |
$2.54K - $2.97K
|
5.36K
$259K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
2+ 0.03% |
$78 - $91.2
|
5.74K
$277K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$39 - $45.6
|
1
$48.3
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19New |
$741 - $867
|
19
$918
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
966New |
$37.7K - $44.1K
|
966
$46.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
807+ 2.08% |
$31.5K - $36.8K
|
39.6K
$1.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
625New |
$24.4K - $28.5K
|
625
$30.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.44KNew |
$368K - $431K
|
9.44K
$456K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-94- 49.47% |
$3.67K - $4.29K
|
96
$4.64K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
94New |
$3.67K - $4.29K
|
94
$4.54K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.67% |
$78.2 - $94.3
|
299
$14.4K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-249Closed |
$9.74K - $11.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.6KNew |
$258K - $311K
|
6.6K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
403New |
$15.8K - $19K
|
403
$19.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.11K- 61.75% |
$43.3K - $52.1K
|
685
$33.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.71K+ 3.56% |
$66.9K - $80.6K
|
49.7K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
625New |
$24.4K - $29.5K
|
625
$30.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-55- 8.79% |
$2.15K - $2.59K
|
571
$27.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.5KNew |
$58.7K - $70.7K
|
1.5K
$72.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.17K- 1.45% |
$163K - $197K
|
284K
$13.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
113New |
$4.42K - $5.33K
|
113
$5.46K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.66KNew |
$104K - $125K
|
2.66K
$129K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
30.6KNew |
$1.2M - $1.44M
|
30.6K
$1.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
109KNew |
$4.26M - $5.14M
|
109K
$5.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 2.11% |
$782 - $943
|
930
$44.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
186KNew |
$7.29M - $8.79M
|
186K
$9.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
364New |
$14.2K - $17.2K
|
364
$17.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
221New |
$8.64K - $10.4K
|
221
$10.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8.3KNew |
$325K - $391K
|
8.3K
$401K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
670New |
$26.2K - $31.6K
|
670
$32.4K
|
|