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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 1.06% |
$9.55K - $10.4K
|
18.6K
$874K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
36.7K+ 8.11% |
$1.75M - $1.9M
|
489K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 11.16% |
$1.06M - $1.15M
|
177K
$8.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
217+ 217.0% |
$10.4K - $11.2K
|
317
$14.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.7K+ 15.99% |
$81.2K - $88K
|
12.3K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20.1KNew |
$962K - $1.04M
|
20.1K
$945K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 11.35% |
$166K - $180K
|
34.1K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
127+ 0.31% |
$6.07K - $6.57K
|
41.3K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
41K+ 50.62% |
$1.96M - $2.12M
|
122K
$5.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-420- 2.67% |
$20.1K - $21.7K
|
15.3K
$718K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.16K+ 12.73% |
$103K - $112K
|
19.1K
$898K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$721K - $782K
|
15.1K
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.12K+ 14.27% |
$149K - $162K
|
25K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.26KNew |
$60.1K - $65.1K
|
1.26K
$59.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.21K- 3.51% |
$105K - $114K
|
60.7K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.9K+ 41.94% |
$1.52M - $1.65M
|
108K
$5.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
384New |
$18.3K - $19.9K
|
384
$18K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.38% |
$287 - $311
|
1.57K
$73.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
600KNew |
$28.7M - $31.1M
|
600K
$28.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.38KNew |
$305K - $330K
|
6.38K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4.13K+ 3.64% |
$197K - $214K
|
118K
$5.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.61K+ 7.46% |
$125K - $135K
|
37.6K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.5KNew |
$119K - $129K
|
2.5K
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
306+ 12.8% |
$14.6K - $15.8K
|
2.7K
$127K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.31KNew |
$301K - $326K
|
6.31K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500New |
$23.9K - $25.9K
|
500
$23.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.32K+ 12765.38% |
$159K - $172K
|
3.35K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.6K+ 80.55% |
$2.42M - $2.62M
|
113K
$5.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.14K+ 116.21% |
$102K - $111K
|
3.97K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
183+ 2.76% |
$8.74K - $9.47K
|
6.82K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
13.5KNew |
$646K - $700K
|
13.5K
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-14- 0.63% |
$669 - $725
|
2.22K
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 2.72% |
$9.55K - $10.4K
|
7.16K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
910+ 1.06% |
$43.5K - $47.1K
|
86.6K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3+ 0.05% |
$143 - $155
|
6.51K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 0.82% |
$2.82K - $3.05K
|
7.25K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.64K- 35.32% |
$126K - $137K
|
4.83K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-483- 2.07% |
$23.1K - $25K
|
22.8K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
620+ 4.82% |
$29.6K - $32.1K
|
13.5K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
711+ 5.1% |
$34K - $36.8K
|
14.6K
$687K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7K+ 7.97% |
$334K - $362K
|
94.8K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.01K- 4.66% |
$383K - $414K
|
164K
$7.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9K+ 47.99% |
$430K - $466K
|
27.7K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.2K- 51.6% |
$1.35M - $1.46M
|
26.5K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.14K- 8.57% |
$293K - $318K
|
65.6K
$3.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.4KNew |
$2.07M - $2.25M
|
43.4K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 6.59% |
$554K - $600K
|
188K
$8.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
423+ 2.95% |
$20.2K - $21.9K
|
14.8K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.78% |
$191 - $207
|
520
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$47.8 - $51.8
|
101
$4.74K
|