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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
103K+ 254.34% |
$4.22M - $4.55M
|
143K
$6.9M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.02K- 49.59% |
$330K - $356K
|
8.15K
$394K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.22% |
$329 - $355
|
3.58K
$173K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
510New |
$21K - $22.6K
|
510
$24.6K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-362K- 97.42% |
$14.9M - $16.1M
|
9.58K
$463K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.8K- 27.67% |
$74.1K - $79.9K
|
4.71K
$227K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-6.6K- 98.51% |
$272K - $293K
|
100
$4.83K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
200New |
$8.23K - $8.88K
|
200
$9.66K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2K+ 200000.0% |
$82.3K - $88.8K
|
2K
$96.7K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.8KNew |
$74.1K - $79.9K
|
1.8K
$87K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.1KNew |
$909K - $981K
|
22.1K
$1.07M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
530New |
$21.8K - $23.5K
|
530
$25.6K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 2.63% |
$2.06K - $2.22K
|
1.85K
$89.5K
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6.32KNew |
$260K - $280K
|
6.32K
$305K
|
|
Q4 2023 | |||||||
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
4.89KNew |
$183K - $209K
|
4.89K
$236K
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.96% |
$74.6 - $85.3
|
104
$5.02K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
27.7K+ 308.74% |
$1.03M - $1.18M
|
36.7K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
268New |
$10K - $11.4K
|
268
$12.9K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2K- 13.33% |
$74.6K - $85.3K
|
13K
$628K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.55KNew |
$207K - $237K
|
5.55K
$268K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-234- 99.57% |
$8.73K - $9.98K
|
1
$48.3
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.57K- 24.76% |
$58.6K - $67K
|
4.78K
$231K
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
4.95KNew |
$185K - $211K
|
4.95K
$239K
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-700- 6.23% |
$26.1K - $29.9K
|
10.5K
$509K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-18.6K- 98.41% |
$694K - $794K
|
300
$14.5K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.77K- 2.15% |
$66K - $75.5K
|
80.6K
$3.89M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$37.3 - $42.7
|
606
$29.3K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$523K - $598K
|
14K
$677K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.21KNew |
$45K - $51.5K
|
1.21K
$58.3K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.82K- 85.72% |
$67.9K - $77.6K
|
303
$14.6K
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.18KNew |
$231K - $264K
|
6.18K
$299K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4New |
$149 - $171
|
4
$193
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.2KNew |
$417K - $477K
|
11.2K
$540K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.2KNew |
$418K - $477K
|
11.2K
$540K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.65K- 35.77% |
$136K - $156K
|
6.55K
$316K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8.42KNew |
$314K - $359K
|
8.42K
$407K
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.47K+ 16.37% |
$130K - $148K
|
24.7K
$1.19M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.9KNew |
$855K - $978K
|
22.9K
$1.11M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
232New |
$8.66K - $9.9K
|
232
$11.2K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.91KNew |
$183K - $210K
|
4.91K
$237K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$933 - $1.07K
|
25
$1.21K
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
17KNew |
$635K - $726K
|
17K
$822K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.68% |
$37.3 - $42.7
|
148
$7.15K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.55K- 4.84% |
$57.8K - $66.1K
|
30.5K
$1.47M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
412New |
$15.4K - $17.6K
|
412
$19.9K
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-210- 9.5% |
$7.84K - $8.96K
|
2K
$96.6K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
655+ 1.72% |
$24.4K - $27.9K
|
38.8K
$1.87M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5+ 0.03% |
$187 - $213
|
19.8K
$958K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
100New |
$3.73K - $4.27K
|
100
$4.83K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
71+ 35.68% |
$2.65K - $3.03K
|
270
$13K
|