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 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3New |
$127 - $148
|
3
$148
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
13.1KNew |
$553K - $645K
|
13.1K
$646K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-4.37KClosed |
$184K - $215K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-7.03KClosed |
$297K - $346K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
250+ 4.86% |
$10.6K - $12.3K
|
5.39K
$266K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
46.9KNew |
$1.98M - $2.31M
|
46.9K
$2.32M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$447K - $521K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
760+ 10.37% |
$32.1K - $37.4K
|
8.09K
$399K
|
|
| Q1 2022 | |||||||
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1Closed |
$43.9 - $47.6
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.74KClosed |
$208K - $226K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2KClosed |
$87.7K - $95.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-300Closed |
$13.2K - $14.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-7.5KClosed |
$329K - $357K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-240Closed |
$10.5K - $11.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.4KClosed |
$589K - $639K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-196Closed |
$8.6K - $9.33K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-106Closed |
$4.65K - $5.05K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1KClosed |
$43.9K - $47.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-122KClosed |
$5.35M - $5.81M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.88KClosed |
$258K - $280K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-25Closed |
$1.1K - $1.19K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$49.4K - $53.6K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-5.57KClosed |
$244K - $265K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-45.6KClosed |
$2M - $2.17M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-550Closed |
$24.1K - $26.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-606Closed |
$26.6K - $28.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.68KNew |
$69.7K - $76K
|
1.68K
$82.8K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
638+ 9.22% |
$26.5K - $28.9K
|
7.56K
$373K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.1KNew |
$87.3K - $95.1K
|
2.1K
$104K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-143Closed |
$5.94K - $6.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-130Closed |
$5.4K - $5.89K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
146KNew |
$6.07M - $6.61M
|
146K
$7.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-81Closed |
$3.37K - $3.67K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-24.5KClosed |
$1.02M - $1.11M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
181New |
$7.52K - $8.2K
|
181
$8.93K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.25KClosed |
$93.6K - $102K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-40Closed |
$1.66K - $1.81K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-258Closed |
$10.7K - $11.7K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.67KClosed |
$235K - $257K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-4.21KClosed |
$178K - $188K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-550Closed |
$23.3K - $24.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.94KClosed |
$82.1K - $86.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-33Closed |
$1.4K - $1.47K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-133Closed |
$5.63K - $5.94K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9KClosed |
$381K - $402K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-288Closed |
$12.2K - $12.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.49KClosed |
$275K - $290K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.53KClosed |
$191K - $202K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-15.5KClosed |
$655K - $692K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
499+ 2268.18% |
$21.1K - $22.3K
|
521
$25.7K
|
|