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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.67% |
$78.2 - $94.3
|
299
$14.8K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.11K- 61.75% |
$43.3K - $52.1K
|
685
$33.8K
|
|
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
$326K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
403New |
$15.8K - $19K
|
403
$19.9K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.71K+ 3.56% |
$66.9K - $80.6K
|
49.7K
$2.45M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
625New |
$24.4K - $29.5K
|
625
$30.9K
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.5KNew |
$58.7K - $70.7K
|
1.5K
$74K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.66KNew |
$104K - $125K
|
2.66K
$131K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-55- 8.79% |
$2.15K - $2.59K
|
571
$28.2K
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.17K- 1.45% |
$163K - $197K
|
284K
$14M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
113New |
$4.42K - $5.33K
|
113
$5.58K
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
30.6KNew |
$1.2M - $1.44M
|
30.6K
$1.51M
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
109KNew |
$4.26M - $5.14M
|
109K
$5.38M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 2.11% |
$782 - $943
|
930
$45.9K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
186KNew |
$7.29M - $8.79M
|
186K
$9.2M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
364New |
$14.2K - $17.2K
|
364
$18K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
221New |
$8.64K - $10.4K
|
221
$10.9K
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8.3KNew |
$325K - $391K
|
8.3K
$410K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
670New |
$26.2K - $31.6K
|
670
$33.1K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.13KNew |
$44.2K - $53.3K
|
1.13K
$55.8K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.08KNew |
$238K - $287K
|
6.08K
$300K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-49.5K- 88.99% |
$1.93M - $2.33M
|
6.12K
$302K
|
|
Q2 2022 | |||||||
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
$14K
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
75.9KNew |
$3.21M - $3.74M
|
75.9K
$3.74M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-66Closed |
$2.79K - $3.25K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
394KNew |
$16.6M - $19.4M
|
394K
$19.4M
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
114New |
$4.82K - $5.61K
|
114
$5.63K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
292New |
$12.3K - $14.4K
|
292
$14.4K
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
372K+ 169.05% |
$15.7M - $18.3M
|
592K
$29.2M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100New |
$4.23K - $4.92K
|
100
$4.94K
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-4.65KClosed |
$196K - $229K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.9KNew |
$460K - $536K
|
10.9K
$537K
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.28KClosed |
$181K - $211K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-383Closed |
$16.2K - $18.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-700- 11.89% |
$29.6K - $34.5K
|
5.19K
$256K
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.55KClosed |
$277K - $323K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-553Closed |
$23.4K - $27.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.69KClosed |
$409K - $477K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-815Closed |
$34.4K - $40.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.5KClosed |
$63.4K - $73.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$972 - $1.13K
|
23
$1.14K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$16.9K - $19.7K
|
400
$19.7K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
646New |
$27.3K - $31.8K
|
646
$31.9K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.82KClosed |
$330K - $385K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-402- 0.81% |
$17K - $19.8K
|
49.5K
$2.44M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-80- 1.65% |
$3.38K - $3.94K
|
4.77K
$235K
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-7.3KClosed |
$309K - $360K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
67New |
$2.83K - $3.3K
|
67
$3.31K
|