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 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.65KClosed |
$366K - $386K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
58.5KNew |
$2.47M - $2.61M
|
58.5K
$2.89M
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
300+ 60.0% |
$12.7K - $13.4K
|
800
$39.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.39KClosed |
$101K - $107K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.9KClosed |
$250K - $264K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$4.23K - $4.47K
|
100
$4.94K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
501New |
$21.2K - $22.4K
|
501
$24.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
151+ 5.44% |
$6.39K - $6.75K
|
2.93K
$145K
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-51.3K- 97.67% |
$2.21M - $2.37M
|
1.23K
$60.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
130New |
$5.59K - $5.99K
|
130
$6.42K
|
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-9.86KClosed |
$424K - $455K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.78KClosed |
$248K - $266K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-30Closed |
$1.29K - $1.38K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.54K+ 252.46% |
$66.3K - $71K
|
2.15K
$106K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
250New |
$10.8K - $11.5K
|
250
$12.3K
|
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.81KClosed |
$207K - $222K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
12New |
$445 - $517
|
12
$592
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29Closed |
$1.07K - $1.25K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-6.82KClosed |
$253K - $294K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-100Closed |
$3.7K - $4.31K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.42KClosed |
$201K - $234K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-147Closed |
$5.45K - $6.34K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.25KNew |
$195K - $226K
|
5.25K
$259K
|
|
|
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
$6.56M
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300New |
$11.1K - $12.9K
|
300
$14.8K
|
|
|
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 | |||||||
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-39.2KClosed |
$1.26M - $1.5M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-302Closed |
$9.71K - $11.6K
|
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
$1.1M
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-495Closed |
$15.9K - $19K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.16KNew |
$37.2K - $44.3K
|
1.16K
$57.1K
|
|
|
Jan 27, 2021
Q4 2020
|
Exane Derivatives
|
SELL
|
- |
-116- 94.31% |
$3.73K - $4.45K
|
7
$346
|
|
|
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 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
$4.94K
|
|
|
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
$411K
|
|
|
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
|
|