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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 0.84% |
$478 - $518
|
1.21K
$56.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.73K+ 20.18% |
$178K - $193K
|
22.2K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-5.56K- 24.53% |
$266K - $288K
|
17.1K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-716- 11.74% |
$34.2K - $37.1K
|
5.39K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
53.1K+ 243.51% |
$2.54M - $2.75M
|
74.9K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.21K- 1.01% |
$105K - $114K
|
215K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-550- 61.18% |
$26.3K - $28.5K
|
349
$16.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 0.57% |
$23.9K - $25.9K
|
88.1K
$4.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$47.8 - $51.8
|
4.23K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.9KNew |
$234K - $253K
|
4.9K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
853+ 10.36% |
$40.7K - $44.1K
|
9.08K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
337+ 0.19% |
$16.1K - $17.4K
|
174K
$8.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10K- 44.96% |
$478K - $518K
|
12.2K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-16- 0.5% |
$764 - $828
|
3.17K
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 7.54% |
$52K - $56.4K
|
13.4K
$627K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
99+ 0.64% |
$4.73K - $5.12K
|
15.7K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.96K+ 99.02% |
$380K - $412K
|
16K
$751K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.54% |
$191 - $207
|
740
$34.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.77K- 86.68% |
$323K - $350K
|
1.04K
$48.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
14.3K+ 91.59% |
$684K - $741K
|
30K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.2KNew |
$296K - $321K
|
6.2K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-845- 6.34% |
$40.4K - $43.7K
|
12.5K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
308+ 2.51% |
$14.7K - $15.9K
|
12.6K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.14% |
$764 - $828
|
11.4K
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-3.28K- 18.11% |
$157K - $170K
|
14.8K
$697K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.82K- 18.25% |
$87K - $94.2K
|
8.16K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$95.5 - $104
|
4.99K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
701New |
$33.5K - $36.3K
|
701
$32.9K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-348- 7.09% |
$16.6K - $18K
|
4.56K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.9K- 9.78% |
$759K - $822K
|
147K
$6.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.41KNew |
$211K - $228K
|
4.41K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
244New |
$11.7K - $12.6K
|
244
$11.5K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.2KNew |
$582K - $631K
|
12.2K
$572K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
850+ 18.78% |
$37.5K - $43K
|
5.38K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-407- 7.84% |
$17.9K - $20.6K
|
4.78K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.3KNew |
$762K - $875K
|
17.3K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.27K- 28.59% |
$144K - $165K
|
8.17K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
139KNew |
$6.12M - $7.02M
|
139K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1KNew |
$44.1K - $50.6K
|
1K
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.24K- 61.08% |
$275K - $315K
|
3.97K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
42.8KNew |
$1.88M - $2.16M
|
42.8K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
755+ 6863.64% |
$33.3K - $38.2K
|
766
$36K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.27KNew |
$188K - $216K
|
4.27K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-8.98K- 28.59% |
$396K - $454K
|
22.4K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.5KNew |
$198K - $228K
|
4.5K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.8KNew |
$212K - $243K
|
4.8K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
4.55KNew |
$201K - $230K
|
4.55K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.87K+ 18.68% |
$126K - $145K
|
18.2K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
214New |
$9.43K - $10.8K
|
214
$10K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.2KNew |
$892K - $1.02M
|
20.2K
$950K
|
|