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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-466- 70.18% |
$20.5K - $23.6K
|
198
$9.74K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 33.47% |
$66.5K - $76.3K
|
6.02K
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
65New |
$2.86K - $3.29K
|
65
$3.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$13.2K - $15.2K
|
300
$14.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.1KNew |
$665K - $763K
|
15.1K
$741K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25.6KNew |
$1.13M - $1.29M
|
25.6K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.41K- 95.65% |
$62K - $71.1K
|
64
$3.15K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
11.3KNew |
$498K - $571K
|
11.3K
$556K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.45KNew |
$372K - $427K
|
8.45K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.05K- 0.82% |
$90.3K - $104K
|
247K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.8K- 3.41% |
$565K - $648K
|
363K
$17.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.56K- 38.29% |
$113K - $129K
|
4.13K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300+ 6.64% |
$13.2K - $15.2K
|
4.82K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.41K- 2.89% |
$62.2K - $71.4K
|
47.4K
$2.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 3.43% |
$61.5K - $70.5K
|
42.1K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
18.2KNew |
$800K - $918K
|
18.2K
$893K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$48.6K - $55.7K
|
1.1K
$54.2K
|
|
| Q2 2024 | |||||||
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.3KClosed |
$475K - $512K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.8KNew |
$75.9K - $82K
|
1.8K
$88.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-2.74K- 51.57% |
$115K - $124K
|
2.57K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
100KNew |
$4.22M - $4.56M
|
100K
$4.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
76New |
$3.2K - $3.45K
|
76
$3.74K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
206+ 0.98% |
$8.67K - $9.36K
|
21.2K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
290New |
$12.2K - $13.2K
|
290
$14.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
358New |
$15.1K - $16.3K
|
358
$17.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.58K- 74.54% |
$66.7K - $72K
|
541
$26.6K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-75- 5.08% |
$3.16K - $3.41K
|
1.4K
$68.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8New |
$337 - $363
|
8
$393
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-237- 3.69% |
$9.97K - $10.8K
|
6.18K
$304K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.58KNew |
$150K - $162K
|
3.58K
$176K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 14.41% |
$42.5K - $45.8K
|
5.99K
$295K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-57Closed |
$2.4K - $2.59K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.11K- 43.54% |
$88.7K - $95.8K
|
2.73K
$134K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.5KNew |
$189K - $204K
|
4.5K
$221K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.06K- 32.83% |
$339K - $366K
|
16.5K
$811K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
203+ 3.74% |
$8.35K - $9.01K
|
5.63K
$277K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
295New |
$12.1K - $13.1K
|
295
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.87KNew |
$77K - $83.1K
|
1.87K
$92K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.73KNew |
$195K - $210K
|
4.73K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.76KNew |
$196K - $211K
|
4.76K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.9K- 30.73% |
$695K - $750K
|
38.1K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
74.2K+ 126.13% |
$3.05M - $3.3M
|
133K
$6.54M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.22KNew |
$50K - $54K
|
1.22K
$59.8K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-175- 1.16% |
$7.2K - $7.77K
|
14.9K
$732K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1+ 0.01% |
$41.2 - $44.4
|
10.3K
$508K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.59KNew |
$189K - $204K
|
4.59K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.93KNew |
$244K - $263K
|
5.93K
$291K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.83% |
$41.2 - $44.4
|
121
$5.95K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
558+ 336.14% |
$23K - $24.8K
|
724
$35.6K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-14.8K- 71.15% |
$609K - $657K
|
6K
$295K
|
|