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 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-72- 3.24% |
$3.39K - $3.65K
|
2.15K
$106K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5+ 0.12% |
$235 - $253
|
4.23K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
14KNew |
$659K - $709K
|
14K
$691K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
825+ 3.13% |
$38.8K - $41.8K
|
27.2K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.48% |
$989 - $1.06K
|
4.34K
$214K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4KNew |
$188K - $203K
|
4K
$197K
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
558+ 8.44% |
$26.7K - $28.9K
|
7.17K
$354K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-348- 7.09% |
$16.6K - $18K
|
4.56K
$225K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
657+ 9.06% |
$31.4K - $34K
|
7.91K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-716- 1.91% |
$34.2K - $37.1K
|
36.7K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
625New |
$29.9K - $32.3K
|
625
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143+ 4.04% |
$6.83K - $7.4K
|
3.68K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$556K - $602K
|
11.6K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.36KNew |
$65.1K - $70.5K
|
1.36K
$67.3K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
75.4K+ 1467.77% |
$3.6M - $3.9M
|
80.5K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4.48K- 11.32% |
$214K - $232K
|
35.1K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-350- 6.18% |
$16.7K - $18.1K
|
5.31K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.88KNew |
$233K - $252K
|
4.88K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.99KNew |
$286K - $310K
|
5.99K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.24% |
$47.8 - $51.8
|
417
$20.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
13New |
$621 - $673
|
13
$642
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
446New |
$21.3K - $23.1K
|
446
$22K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20.1KNew |
$962K - $1.04M
|
20.1K
$994K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
217+ 217.0% |
$10.4K - $11.2K
|
317
$15.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
41K+ 50.62% |
$1.96M - $2.12M
|
122K
$6.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.26KNew |
$60.1K - $65.1K
|
1.26K
$62.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
384New |
$18.3K - $19.9K
|
384
$19K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.31KNew |
$301K - $326K
|
6.31K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.5KNew |
$119K - $129K
|
2.5K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.38KNew |
$305K - $330K
|
6.38K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500New |
$23.9K - $25.9K
|
500
$24.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7K+ 7.97% |
$334K - $362K
|
94.8K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$47.8 - $51.8
|
101
$4.99K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
591New |
$28.2K - $30.6K
|
591
$29.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7- 0.49% |
$334 - $362
|
1.42K
$69.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
286KNew |
$13.7M - $14.8M
|
286K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
39New |
$1.86K - $2.02K
|
39
$1.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.73KNew |
$226K - $245K
|
4.73K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-24.1K- 94.39% |
$1.15M - $1.25M
|
1.44K
$70.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-716- 11.74% |
$34.2K - $37.1K
|
5.39K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-5.56K- 24.53% |
$266K - $288K
|
17.1K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.9KNew |
$234K - $253K
|
4.9K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$47.8 - $51.8
|
4.23K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-550- 61.18% |
$26.3K - $28.5K
|
349
$17.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10K- 44.96% |
$478K - $518K
|
12.2K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-3.28K- 18.11% |
$157K - $170K
|
14.8K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
14.3K+ 91.59% |
$684K - $741K
|
30K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.77K- 86.68% |
$323K - $350K
|
1.04K
$51.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
701New |
$33.5K - $36.3K
|
701
$34.6K
|
|