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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
423+ 2.95% |
$20.2K - $21.9K
|
14.8K
$701K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 6.59% |
$554K - $600K
|
188K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.14K- 8.57% |
$293K - $318K
|
65.6K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9K+ 47.99% |
$430K - $466K
|
27.7K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7K+ 7.97% |
$334K - $362K
|
94.8K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.4KNew |
$2.07M - $2.25M
|
43.4K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$47.8 - $51.8
|
101
$4.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.51% |
$573 - $621
|
2.39K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.38K+ 51.52% |
$209K - $227K
|
12.9K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-250- 1.58% |
$11.9K - $12.9K
|
15.5K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-260- 5.9% |
$12.4K - $13.5K
|
4.15K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7- 0.49% |
$334 - $362
|
1.42K
$67.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
113+ 0.54% |
$5.4K - $5.85K
|
21.1K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
591New |
$28.2K - $30.6K
|
591
$28K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.95K- 51.29% |
$284K - $308K
|
5.65K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
76.1K+ 1712.74% |
$3.63M - $3.94M
|
80.5K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 3.06% |
$7.17K - $7.76K
|
5.05K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.45K+ 50.56% |
$165K - $179K
|
10.3K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.54KNew |
$217K - $235K
|
4.54K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 0.52% |
$1.24K - $1.35K
|
5.01K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-6.67K- 93.68% |
$319K - $345K
|
450
$21.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
39New |
$1.86K - $2.02K
|
39
$1.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
286KNew |
$13.7M - $14.8M
|
286K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-15.5K- 5.85% |
$741K - $803K
|
249K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-24.1K- 94.39% |
$1.15M - $1.25M
|
1.44K
$68.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.1KNew |
$100K - $109K
|
2.1K
$99.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.73KNew |
$226K - $245K
|
4.73K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-716- 11.74% |
$34.2K - $37.1K
|
5.39K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-5.56K- 24.53% |
$266K - $288K
|
17.1K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-550- 61.18% |
$26.3K - $28.5K
|
349
$16.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 0.57% |
$23.9K - $25.9K
|
88.1K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$47.8 - $51.8
|
4.23K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.9KNew |
$234K - $253K
|
4.9K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10K- 44.96% |
$478K - $518K
|
12.2K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.77K- 86.68% |
$323K - $350K
|
1.04K
$49.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
14.3K+ 91.59% |
$684K - $741K
|
30K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.2KNew |
$296K - $321K
|
6.2K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-845- 6.34% |
$40.4K - $43.7K
|
12.5K
$593K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.14% |
$764 - $828
|
11.4K
$543K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-3.28K- 18.11% |
$157K - $170K
|
14.8K
$704K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
701New |
$33.5K - $36.3K
|
701
$33.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.82K- 18.25% |
$87K - $94.2K
|
8.16K
$387K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-348- 7.09% |
$16.6K - $18K
|
4.56K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
244New |
$11.7K - $12.6K
|
244
$11.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
850+ 18.78% |
$37.5K - $43K
|
5.38K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-407- 7.84% |
$17.9K - $20.6K
|
4.78K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.3KNew |
$762K - $875K
|
17.3K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.27K- 28.59% |
$144K - $165K
|
8.17K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
139KNew |
$6.12M - $7.02M
|
139K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1KNew |
$44.1K - $50.6K
|
1K
$47.5K
|
|