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 09, 2020
Q3 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-10.9KClosed |
$347K - $382K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Wbi Investments, Inc.
|
SELL
|
- |
-24.8KClosed |
$789K - $870K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-297KClosed |
$9.43M - $10.4M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-7.2KClosed |
$229K - $252K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-11Closed |
$349 - $386
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.35KNew |
$42.9K - $47.3K
|
1.35K
$63.4K
|
|
|
Oct 20, 2020
Q3 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-52.2KClosed |
$1.66M - $1.83M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.37KClosed |
$234K - $258K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
100New |
$3.18K - $3.5K
|
100
$4.69K
|
|
|
Oct 09, 2020
Q3 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-325Closed |
$10.3K - $11.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.45K+ 70.65% |
$97.5K - $130K
|
8.33K
$391K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.27KClosed |
$35.8K - $47.7K
|
0
$0
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-23.3KClosed |
$659K - $879K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.78KNew |
$107K - $143K
|
3.78K
$177K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-94Closed |
$2.66K - $3.54K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-22.4KClosed |
$633K - $844K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-63Closed |
$1.78K - $2.38K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.9KNew |
$335K - $448K
|
11.9K
$557K
|
|
|
Aug 13, 2020
Q2 2020
|
Bell Bank
|
SELL
|
- |
-46.2KClosed |
$1.3M - $1.74M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-35.6KClosed |
$1.01M - $1.34M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.83KClosed |
$193K - $258K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-71.9KClosed |
$2.03M - $2.71M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-294Closed |
$8.31K - $11.1K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
SELL
|
- |
-3.32KClosed |
$93.8K - $125K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-232Closed |
$6.56K - $8.75K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-7.62KClosed |
$215K - $287K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
10New |
$283 - $377
|
10
$469
|
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.57KClosed |
$242K - $323K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-95.9KClosed |
$2.71M - $3.62M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-374Closed |
$10.6K - $14.1K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
SELL
|
- |
-9.34KClosed |
$264K - $352K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-19.5KClosed |
$552K - $737K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-600Closed |
$17K - $22.6K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-52.1KClosed |
$1.47M - $1.96M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 19, 2024
Q1 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.27KClosed |
$135K - $234K
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$12.8K - $22.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.35KClosed |
$163K - $282K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.82KClosed |
$124K - $214K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-779Closed |
$20K - $34.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-576Closed |
$14.8K - $25.5K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Wt Wealth Management
|
SELL
|
- |
-18.1KClosed |
$464K - $802K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-319KClosed |
$8.19M - $14.1M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.17KClosed |
$133K - $229K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-490Closed |
$12.6K - $21.7K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-593Closed |
$15.2K - $26.3K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.61KClosed |
$144K - $249K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$51.9K - $89.8K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.04KClosed |
$129K - $224K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.09KClosed |
$27.8K - $48.1K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-29.3KClosed |
$752K - $1.3M
|
0
$0
|
|