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 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.99KNew |
$286K - $310K
|
5.99K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
13New |
$621 - $673
|
13
$626
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
446New |
$21.3K - $23.1K
|
446
$21.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
217+ 217.0% |
$10.4K - $11.2K
|
317
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20.1KNew |
$962K - $1.04M
|
20.1K
$969K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
384New |
$18.3K - $19.9K
|
384
$18.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.26KNew |
$60.1K - $65.1K
|
1.26K
$60.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500New |
$23.9K - $25.9K
|
500
$24.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.31KNew |
$301K - $326K
|
6.31K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.5KNew |
$119K - $129K
|
2.5K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.38KNew |
$305K - $330K
|
6.38K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7K+ 7.97% |
$334K - $362K
|
94.8K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$47.8 - $51.8
|
101
$4.86K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
286KNew |
$13.7M - $14.8M
|
286K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.73KNew |
$226K - $245K
|
4.73K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-24.1K- 94.39% |
$1.15M - $1.25M
|
1.44K
$69.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-716- 11.74% |
$34.2K - $37.1K
|
5.39K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-5.56K- 24.53% |
$266K - $288K
|
17.1K
$823K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.9KNew |
$234K - $253K
|
4.9K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-550- 61.18% |
$26.3K - $28.5K
|
349
$16.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10K- 44.96% |
$478K - $518K
|
12.2K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
14.3K+ 91.59% |
$684K - $741K
|
30K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-3.28K- 18.11% |
$157K - $170K
|
14.8K
$715K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.77K- 86.68% |
$323K - $350K
|
1.04K
$50.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.82K- 18.25% |
$87K - $94.2K
|
8.16K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
701New |
$33.5K - $36.3K
|
701
$33.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
244New |
$11.7K - $12.6K
|
244
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-348- 7.09% |
$16.6K - $18K
|
4.56K
$220K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.27K- 28.59% |
$144K - $165K
|
8.17K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.24K- 61.08% |
$275K - $315K
|
3.97K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1KNew |
$44.1K - $50.6K
|
1K
$48.1K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
139KNew |
$6.12M - $7.02M
|
139K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
850+ 18.78% |
$37.5K - $43K
|
5.38K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.27KNew |
$188K - $216K
|
4.27K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-8.98K- 28.59% |
$396K - $454K
|
22.4K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
4.55KNew |
$201K - $230K
|
4.55K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.87K+ 18.68% |
$126K - $145K
|
18.2K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
214New |
$9.43K - $10.8K
|
214
$10.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
123New |
$5.42K - $6.22K
|
123
$5.92K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.02KNew |
$221K - $254K
|
5.02K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-45K- 23.68% |
$1.98M - $2.28M
|
145K
$6.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.81KNew |
$212K - $243K
|
4.81K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.55K+ 100.0% |
$112K - $129K
|
5.1K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-3.62K- 62.81% |
$160K - $183K
|
2.14K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$397 - $455
|
9
$433
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-466- 70.18% |
$20.5K - $23.6K
|
198
$9.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 33.47% |
$66.5K - $76.3K
|
6.02K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$13.2K - $15.2K
|
300
$14.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25.6KNew |
$1.13M - $1.29M
|
25.6K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.1KNew |
$665K - $763K
|
15.1K
$726K
|
|