Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 High (SPHD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
200New |
$8.23K - $8.88K
|
200
$9.66K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.22% |
$329 - $355
|
3.58K
$173K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1+ 0.01% |
$41.2 - $44.4
|
10.3K
$499K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.83% |
$41.2 - $44.4
|
121
$5.85K
|
|
Q4 2023 | |||||||
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
42.8KNew |
$1.6M - $1.82M
|
42.8K
$2.07M
|
|
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 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.9KNew |
$855K - $978K
|
22.9K
$1.11M
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
17KNew |
$635K - $726K
|
17K
$822K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$523K - $598K
|
14K
$677K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.2KNew |
$418K - $477K
|
11.2K
$540K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.2KNew |
$417K - $477K
|
11.2K
$540K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8.42KNew |
$314K - $359K
|
8.42K
$407K
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.18KNew |
$231K - $264K
|
6.18K
$299K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.55KNew |
$207K - $237K
|
5.55K
$268K
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
4.95KNew |
$185K - $211K
|
4.95K
$239K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.91KNew |
$183K - $210K
|
4.91K
$237K
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
4.89KNew |
$183K - $209K
|
4.89K
$236K
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.47K+ 16.37% |
$130K - $148K
|
24.7K
$1.19M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.21KNew |
$45K - $51.5K
|
1.21K
$58.3K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
994New |
$37.1K - $42.4K
|
994
$48K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
655+ 1.72% |
$24.4K - $27.9K
|
38.8K
$1.87M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
412New |
$15.4K - $17.6K
|
412
$19.9K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
268New |
$10K - $11.4K
|
268
$12.9K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
232New |
$8.66K - $9.9K
|
232
$11.2K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
219New |
$8.17K - $9.34K
|
219
$10.6K
|
|
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
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$933 - $1.07K
|
25
$1.21K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5+ 0.03% |
$187 - $213
|
19.8K
$958K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4New |
$149 - $171
|
4
$193
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.96% |
$74.6 - $85.3
|
104
$5.02K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$37.3 - $42.7
|
606
$29.3K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.68% |
$37.3 - $42.7
|
148
$7.15K
|
|
Q3 2023 | |||||||
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
61.1KNew |
$2.39M - $2.61M
|
61.1K
$2.95M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
12.3KNew |
$480K - $524K
|
12.3K
$593K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.6KNew |
$297K - $324K
|
7.6K
$367K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
6.66K+ 3.98% |
$260K - $284K
|
174K
$8.4M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.45KNew |
$213K - $232K
|
5.45K
$263K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$127K - $138K
|
3.24K
$157K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 7.98% |
$77.7K - $84.7K
|
26.9K
$1.3M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.95KNew |
$76K - $82.9K
|
1.95K
$94K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
887+ 212.2% |
$34.7K - $37.8K
|
1.31K
$63K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
850New |
$33.2K - $36.2K
|
850
$41.1K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
349+ 0.86% |
$13.6K - $14.9K
|
40.7K
$1.97M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
96New |
$3.75K - $4.09K
|
96
$4.64K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26New |
$1.02K - $1.11K
|
26
$1.26K
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9+ 0.17% |
$352 - $384
|
5.21K
$252K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
41.1K+ 463.96% |
$1.61M - $1.76M
|
50K
$2.42M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
29.2KNew |
$1.14M - $1.25M
|
29.2K
$1.41M
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.9KNew |
$426K - $465K
|
10.9K
$525K
|