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 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$127K - $138K
|
3.24K
$159K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
12.3KNew |
$480K - $524K
|
12.3K
$602K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
850New |
$33.2K - $36.2K
|
850
$41.6K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.11K- 17.5% |
$43.3K - $47.2K
|
5.22K
$256K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-770- 8.35% |
$30.1K - $32.8K
|
8.46K
$414K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 7.98% |
$77.7K - $84.7K
|
26.9K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
349+ 0.86% |
$13.6K - $14.9K
|
40.7K
$1.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-29.7K- 74.3% |
$1.16M - $1.27M
|
10.3K
$504K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-141- 1.12% |
$5.51K - $6.01K
|
12.5K
$610K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
61.1KNew |
$2.39M - $2.61M
|
61.1K
$2.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.68K- 78.45% |
$144K - $157K
|
1.01K
$49.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26New |
$1.02K - $1.11K
|
26
$1.27K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-160- 26.19% |
$6.25K - $6.82K
|
451
$22.1K
|
|
| Q2 2023 | |||||||
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.89K- 29.1% |
$113K - $124K
|
7.04K
$345K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 11.87% |
$159K - $174K
|
38.3K
$1.88M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
419New |
$16.4K - $17.9K
|
419
$20.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
29.2KNew |
$1.14M - $1.25M
|
29.2K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.5KNew |
$647K - $706K
|
16.5K
$808K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-3.03K- 13.58% |
$119K - $130K
|
19.3K
$945K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
59New |
$2.31K - $2.53K
|
59
$2.89K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.88K- 8.59% |
$230K - $252K
|
62.6K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-325- 3.62% |
$12.7K - $13.9K
|
8.65K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.01K+ 8.99% |
$196K - $214K
|
60.7K
$2.97M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.96K- 41.09% |
$155K - $169K
|
5.67K
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.9KNew |
$426K - $465K
|
10.9K
$532K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-362- 39.69% |
$14.2K - $15.5K
|
550
$26.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62+ 1.26% |
$2.43K - $2.65K
|
4.99K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-51.7K- 34.28% |
$2.03M - $2.21M
|
99.2K
$4.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-500- 16.76% |
$19.6K - $21.4K
|
2.48K
$122K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8.4K+ 14.67% |
$329K - $359K
|
65.6K
$3.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
56+ 1.14% |
$2.2K - $2.4K
|
4.97K
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-412- 1.77% |
$16.2K - $17.6K
|
22.9K
$1.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
500New |
$19.6K - $21.4K
|
500
$24.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-7.41K- 60.42% |
$291K - $317K
|
4.86K
$238K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 1.16% |
$196 - $214
|
435
$21.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
575+ 11.51% |
$22.5K - $24.6K
|
5.57K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-360- 36.44% |
$14.1K - $15.4K
|
628
$30.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
256New |
$10K - $11K
|
256
$12.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 1.15% |
$274 - $300
|
614
$30.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$78.4 - $85.6
|
2
$98
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 9.09% |
$392 - $428
|
100
$4.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.1K+ 20.0% |
$82.3K - $89.9K
|
12.6K
$617K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-450- 0.97% |
$17.6K - $19.3K
|
45.9K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
41.1K+ 463.96% |
$1.61M - $1.76M
|
50K
$2.45M
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-7.76K- 90.44% |
$308K - $358K
|
820
$40.2K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.87% |
$79.3 - $92.2
|
231
$11.3K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3New |
$119 - $138
|
3
$147
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.75KNew |
$149K - $173K
|
3.75K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-387- 1.61% |
$15.4K - $17.8K
|
23.6K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.69KNew |
$226K - $262K
|
5.69K
$279K
|
|