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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6Closed |
$222 - $259
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-1.53K- 1.13% |
$56.5K - $65.7K
|
133K
$6.51M
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300New |
$11.1K - $12.9K
|
300
$14.7K
|
|
|
Apr 20, 2021
Q1 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-575Closed |
$21.3K - $24.8K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 06, 2024
Q4 2020
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-753- 64.3% |
$24.2K - $28.9K
|
418
$20.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-302Closed |
$9.71K - $11.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-39.2KClosed |
$1.26M - $1.5M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-151Closed |
$4.86K - $5.79K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-143KClosed |
$4.59M - $5.48M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5K- 18.36% |
$161K - $192K
|
22.2K
$1.09M
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-495Closed |
$15.9K - $19K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Exane Derivatives
|
SELL
|
- |
-116- 94.31% |
$3.73K - $4.45K
|
7
$343
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.16KNew |
$37.2K - $44.3K
|
1.16K
$56.7K
|
|
|
Jan 26, 2021
Q4 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.89KClosed |
$286K - $341K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-970Closed |
$30.8K - $34K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-10.9KClosed |
$347K - $382K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Wbi Investments, Inc.
|
SELL
|
- |
-24.8KClosed |
$789K - $870K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-297KClosed |
$9.43M - $10.4M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-7.2KClosed |
$229K - $252K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-11Closed |
$349 - $386
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.35KNew |
$42.9K - $47.3K
|
1.35K
$66.1K
|
|
|
Oct 20, 2020
Q3 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-52.2KClosed |
$1.66M - $1.83M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.37KClosed |
$234K - $258K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
100New |
$3.18K - $3.5K
|
100
$4.9K
|
|
|
Oct 09, 2020
Q3 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-325Closed |
$10.3K - $11.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.45K+ 70.65% |
$97.5K - $130K
|
8.33K
$408K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.27KClosed |
$35.8K - $47.7K
|
0
$0
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-23.3KClosed |
$659K - $879K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.78KNew |
$107K - $143K
|
3.78K
$185K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-94Closed |
$2.66K - $3.54K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-22.4KClosed |
$633K - $844K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bell Bank
|
SELL
|
- |
-46.2KClosed |
$1.3M - $1.74M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.9KNew |
$335K - $448K
|
11.9K
$581K
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-63Closed |
$1.78K - $2.38K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-35.6KClosed |
$1.01M - $1.34M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.83KClosed |
$193K - $258K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-71.9KClosed |
$2.03M - $2.71M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-294Closed |
$8.31K - $11.1K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-232Closed |
$6.56K - $8.75K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
SELL
|
- |
-3.32KClosed |
$93.8K - $125K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-7.62KClosed |
$215K - $287K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.57KClosed |
$242K - $323K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
10New |
$283 - $377
|
10
$490
|
|
|
Jul 23, 2020
Q2 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-95.9KClosed |
$2.71M - $3.62M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-374Closed |
$10.6K - $14.1K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
SELL
|
- |
-9.34KClosed |
$264K - $352K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-19.5KClosed |
$552K - $737K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-600Closed |
$17K - $22.6K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-52.1KClosed |
$1.47M - $1.96M
|
0
$0
|
|