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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.8K+ 10.44% |
$2.19M - $2.52M
|
527K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.27KNew |
$188K - $216K
|
4.27K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42.8K+ 15.0% |
$1.89M - $2.17M
|
328K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.59K- 2.82% |
$69.9K - $80.2K
|
54.7K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.07% |
$705 - $809
|
24.1K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
18K+ 105.41% |
$791K - $908K
|
35K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
79.3K+ 85.74% |
$3.49M - $4.01M
|
172K
$8.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
755+ 6863.64% |
$33.3K - $38.2K
|
766
$37.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-54- 3.96% |
$2.38K - $2.73K
|
1.31K
$64.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
452KNew |
$19.9M - $22.9M
|
452K
$22.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.5K+ 21.75% |
$1.57M - $1.8M
|
199K
$9.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.06K+ 58.63% |
$179K - $205K
|
11K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6.36KNew |
$280K - $322K
|
6.36K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.87K+ 18.68% |
$126K - $145K
|
18.2K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
544+ 9.33% |
$24K - $27.5K
|
6.37K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 2.76% |
$80.8K - $92.7K
|
64.6K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4.41KNew |
$194K - $223K
|
4.41K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
51.2K+ 78.05% |
$2.26M - $2.59M
|
117K
$5.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
752+ 1.36% |
$33.1K - $38K
|
56.2K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4K+ 11.67% |
$941K - $1.08M
|
204K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
758+ 1.88% |
$33.4K - $38.3K
|
41.2K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
4.55KNew |
$201K - $230K
|
4.55K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.8KNew |
$212K - $243K
|
4.8K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.2K+ 12.3% |
$317K - $364K
|
65.7K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.5KNew |
$198K - $228K
|
4.5K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.13% |
$176 - $202
|
3.03K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-32K- 3.05% |
$1.41M - $1.62M
|
1.02M
$49.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
39.5KNew |
$1.74M - $2M
|
39.5K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.31K+ 0.49% |
$146K - $167K
|
675K
$33M
|
|
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-2.02M- 96.14% |
$89M - $102M
|
81K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
24.6K+ 349.11% |
$1.09M - $1.25M
|
31.7K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
214New |
$9.43K - $10.8K
|
214
$10.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
386+ 2.31% |
$17K - $19.5K
|
17.1K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.24K- 19.9% |
$54.6K - $62.6K
|
4.98K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.35K- 22.38% |
$59.6K - $68.4K
|
4.69K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
361+ 0.32% |
$15.9K - $18.3K
|
113K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.93K- 4.45% |
$129K - $148K
|
62.9K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.7KNew |
$648K - $743K
|
14.7K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.43K- 17.05% |
$195K - $224K
|
21.6K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-10.9K- 40.65% |
$480K - $551K
|
15.9K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.99KNew |
$176K - $202K
|
3.99K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-100- 1.54% |
$4.41K - $5.06K
|
6.38K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.1K+ 76.11% |
$1.2M - $1.37M
|
62.8K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.16K+ 142.63% |
$316K - $362K
|
12.2K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
154+ 1.86% |
$6.79K - $7.79K
|
8.45K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.26KNew |
$408K - $468K
|
9.26K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.22K+ 43.4% |
$98K - $112K
|
7.35K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.06K- 66.67% |
$46.6K - $53.5K
|
529
$25.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.44KNew |
$196K - $225K
|
4.44K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-88- 1.13% |
$3.88K - $4.45K
|
7.7K
$377K
|