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 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-88- 1.13% |
$3.88K - $4.45K
|
7.7K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.2KNew |
$892K - $1.02M
|
20.2K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.84K- 12.37% |
$345K - $396K
|
55.5K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.32K+ 2.15% |
$146K - $168K
|
157K
$7.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-379- 1.97% |
$16.7K - $19.2K
|
18.8K
$921K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.48K+ 1.58% |
$197K - $226K
|
287K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.54KNew |
$332K - $381K
|
7.54K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 9.85% |
$57.1K - $65.5K
|
14.4K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
415+ 2.99% |
$18.3K - $21K
|
14.3K
$700K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.6K+ 2.15% |
$1.79M - $2.05M
|
1.93M
$94.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-740- 1.02% |
$32.6K - $37.4K
|
71.7K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.19K- 3.6% |
$96.3K - $111K
|
58.5K
$2.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
865+ 17.11% |
$38.1K - $43.7K
|
5.92K
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.01K+ 6.65% |
$44.4K - $51K
|
16.2K
$792K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
123New |
$5.42K - $6.22K
|
123
$6.02K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.39K- 8.38% |
$61.1K - $70.1K
|
15.2K
$743K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
265KNew |
$11.7M - $13.4M
|
265K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 4.0% |
$44.1 - $50.6
|
26
$1.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.02KNew |
$221K - $254K
|
5.02K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6K- 3.75% |
$555K - $637K
|
323K
$15.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-45K- 23.68% |
$1.98M - $2.28M
|
145K
$7.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7K+ 5833.33% |
$308K - $354K
|
7.12K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.58KNew |
$422K - $484K
|
9.58K
$469K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.66K+ 8.43% |
$294K - $337K
|
85.7K
$4.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16- 0.25% |
$705 - $809
|
6.51K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.96K- 94.42% |
$174K - $200K
|
234
$11.5K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-443- 4.42% |
$19.5K - $22.4K
|
9.58K
$469K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
8.03K+ 224.9% |
$354K - $406K
|
11.6K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.55K+ 100.0% |
$112K - $129K
|
5.1K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.24KNew |
$187K - $214K
|
4.24K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 0.83% |
$2.6K - $2.98K
|
7.19K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-287- 1.01% |
$12.6K - $14.5K
|
28K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-625- 2.0% |
$27.5K - $31.6K
|
30.7K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
202+ 5.03% |
$8.9K - $10.2K
|
4.22K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
316+ 0.88% |
$13.9K - $16K
|
36K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.81KNew |
$212K - $243K
|
4.81K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 19.35% |
$1.06K - $1.21K
|
100
$4.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$397 - $455
|
9
$441
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
12.3K+ 7.6% |
$541K - $620K
|
174K
$8.5M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-3.62K- 62.81% |
$160K - $183K
|
2.14K
$105K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.05K+ 11.83% |
$355K - $407K
|
76.1K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.46K+ 12.82% |
$64.4K - $73.9K
|
12.9K
$630K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 1.88% |
$220 - $253
|
261
$12.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-200- 0.85% |
$8.81K - $10.1K
|
23.3K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.25K- 22.98% |
$54.9K - $63K
|
4.18K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.13K- 12.07% |
$49.8K - $57.1K
|
8.23K
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
33.1KNew |
$1.46M - $1.68M
|
33.1K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.03% |
$308 - $354
|
25K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
454+ 0.51% |
$20K - $23K
|
90.2K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-791- 4.79% |
$34.9K - $40K
|
15.7K
$770K
|