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 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4KNew |
$678K - $730K
|
14.4K
$696K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.42% |
$47.1 - $50.7
|
237
$11.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-20.1K- 8.73% |
$947K - $1.02M
|
210K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
97+ 0.97% |
$4.57K - $4.91K
|
10.1K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-28.7K- 38.27% |
$1.35M - $1.45M
|
46.2K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 391.0% |
$890K - $958K
|
23.7K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.6K+ 7.9% |
$545K - $587K
|
158K
$7.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.99K- 2.63% |
$93.6K - $101K
|
73.8K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
26+ 0.17% |
$1.22K - $1.32K
|
15.3K
$740K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16K+ 5.56% |
$755K - $812K
|
304K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.17KNew |
$102K - $110K
|
2.17K
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
25.4K+ 179.52% |
$1.2M - $1.29M
|
39.5K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
297+ 1.6% |
$14K - $15K
|
18.8K
$909K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107+ 0.83% |
$5.04K - $5.42K
|
13K
$626K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
280New |
$13.2K - $14.2K
|
280
$13.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.19K+ 5.81% |
$103K - $111K
|
39.8K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.13K- 4.33% |
$53.3K - $57.4K
|
25K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
103+ 0.39% |
$4.85K - $5.22K
|
26.6K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.45% |
$330 - $355
|
1.58K
$76.3K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
35New |
$1.65K - $1.77K
|
35
$1.69K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15.4K- 3.53% |
$725K - $780K
|
420K
$20.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.22K+ 2.89% |
$293K - $315K
|
222K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
276+ 1.72% |
$13K - $14K
|
16.3K
$787K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.05K+ 3.06% |
$49.5K - $53.3K
|
35.4K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
902+ 4.98% |
$42.5K - $45.7K
|
19K
$919K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-92- 2.17% |
$4.33K - $4.66K
|
4.15K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.85K+ 20.39% |
$87.2K - $93.8K
|
10.9K
$528K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-33- 0.66% |
$1.55K - $1.67K
|
4.95K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
21+ 0.28% |
$989 - $1.06K
|
7.4K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.1K- 50.0% |
$806K - $868K
|
17.1K
$827K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.48K- 20.38% |
$117K - $126K
|
9.71K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
100KNew |
$4.71M - $5.07M
|
100K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 20.88% |
$106K - $114K
|
13.1K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
600+ 1.36% |
$28.2K - $30.4K
|
44.6K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.29% |
$94.2 - $101
|
690
$33.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
19+ 0.11% |
$895 - $963
|
17.5K
$843K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.15% |
$282 - $304
|
4.11K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-499- 90.4% |
$23.5K - $25.3K
|
53
$2.56K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 10.26% |
$938K - $1.01M
|
214K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
500+ 7.31% |
$23.5K - $25.3K
|
7.34K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
330+ 4.14% |
$15.5K - $16.7K
|
8.3K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-500- 4.46% |
$23.5K - $25.3K
|
10.7K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.23K+ 4.88% |
$199K - $214K
|
90.8K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
805+ 12.36% |
$37.9K - $40.8K
|
7.32K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
93+ 1.29% |
$4.38K - $4.71K
|
7.29K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.36K+ 12.56% |
$63.8K - $68.7K
|
12.1K
$587K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-663- 8.19% |
$31.2K - $33.6K
|
7.44K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386+ 74.23% |
$18.2K - $19.6K
|
906
$43.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-72- 3.24% |
$3.39K - $3.65K
|
2.15K
$104K
|