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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
760+ 10.37% |
$32.1K - $37.4K
|
8.09K
$406K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
646New |
$27.3K - $31.8K
|
646
$32.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
618New |
$26.1K - $30.4K
|
618
$31K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$16.9K - $19.7K
|
400
$20.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
292New |
$12.3K - $14.4K
|
292
$14.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
250+ 4.86% |
$10.6K - $12.3K
|
5.39K
$270K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
114New |
$4.82K - $5.61K
|
114
$5.72K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100New |
$4.23K - $4.92K
|
100
$5.02K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
67New |
$2.83K - $3.3K
|
67
$3.36K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$972 - $1.13K
|
23
$1.15K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3New |
$127 - $148
|
3
$150
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
146KNew |
$6.07M - $6.61M
|
146K
$7.32M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.1KNew |
$87.3K - $95.1K
|
2.1K
$105K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.68KNew |
$69.7K - $76K
|
1.68K
$84.2K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
638+ 9.22% |
$26.5K - $28.9K
|
7.56K
$379K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
181New |
$7.52K - $8.2K
|
181
$9.08K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
58.5KNew |
$2.47M - $2.61M
|
58.5K
$2.93M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
501New |
$21.2K - $22.4K
|
501
$25.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
499+ 2268.18% |
$21.1K - $22.3K
|
521
$26.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
300+ 60.0% |
$12.7K - $13.4K
|
800
$40.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
151+ 5.44% |
$6.39K - $6.75K
|
2.93K
$147K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$4.23K - $4.47K
|
100
$5.02K
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.54K+ 252.46% |
$66.3K - $71K
|
2.15K
$108K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
250New |
$10.8K - $11.5K
|
250
$12.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
130New |
$5.59K - $5.99K
|
130
$6.52K
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.25KNew |
$195K - $226K
|
5.25K
$263K
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300New |
$11.1K - $12.9K
|
300
$15K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
12New |
$445 - $517
|
12
$602
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.16KNew |
$37.2K - $44.3K
|
1.16K
$58K
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.35KNew |
$42.9K - $47.3K
|
1.35K
$67.7K
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
100New |
$3.18K - $3.5K
|
100
$5.02K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.9KNew |
$335K - $448K
|
11.9K
$595K
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.78KNew |
$107K - $143K
|
3.78K
$190K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.45K+ 70.65% |
$97.5K - $130K
|
8.33K
$418K
|
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
10New |
$283 - $377
|
10
$502
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.61KNew |
$41.3K - $71.4K
|
1.61K
$80.7K
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
100New |
$2.57K - $4.44K
|
100
$5.02K
|
|
|
May 06, 2020
Q1 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
90New |
$2.31K - $3.99K
|
90
$4.51K
|
|
| Q2 2019 | |||||||
|
Nov 06, 2023
Q2 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.18KNew |
$47K - $51K
|
1.18K
$59.1K
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
350+ 35000.0% |
$14K - $15.2K
|
351
$17.6K
|
|
| Q1 2019 | |||||||
|
Aug 30, 2024
Q1 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
225New |
$8.52K - $9.57K
|
225
$11.3K
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
9New |
$329 - $377
|
9
$451
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
107KNew |
$4.37M - $4.53M
|
107K
$5.37M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
118New |
$4.58K - $4.84K
|
118
$5.92K
|
|