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, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$523K - $598K
|
14K
$658K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.21KNew |
$45K - $51.5K
|
1.21K
$56.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4New |
$149 - $171
|
4
$188
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.18KNew |
$231K - $264K
|
6.18K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.2KNew |
$417K - $477K
|
11.2K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.82K- 85.72% |
$67.9K - $77.6K
|
303
$14.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.2KNew |
$418K - $477K
|
11.2K
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.65K- 35.77% |
$136K - $156K
|
6.55K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8.42KNew |
$314K - $359K
|
8.42K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.47K+ 16.37% |
$130K - $148K
|
24.7K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.9KNew |
$855K - $978K
|
22.9K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
232New |
$8.66K - $9.9K
|
232
$10.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.91KNew |
$183K - $210K
|
4.91K
$230K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$933 - $1.07K
|
25
$1.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
17KNew |
$635K - $726K
|
17K
$798K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.68% |
$37.3 - $42.7
|
148
$6.95K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.55K- 4.84% |
$57.8K - $66.1K
|
30.5K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
412New |
$15.4K - $17.6K
|
412
$19.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-210- 9.5% |
$7.84K - $8.96K
|
2K
$93.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
655+ 1.72% |
$24.4K - $27.9K
|
38.8K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
100New |
$3.73K - $4.27K
|
100
$4.69K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5+ 0.03% |
$187 - $213
|
19.8K
$930K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.22K+ 63.07% |
$195K - $223K
|
13.5K
$634K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
71+ 35.68% |
$2.65K - $3.03K
|
270
$12.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
994New |
$37.1K - $42.4K
|
994
$46.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
219New |
$8.17K - $9.34K
|
219
$10.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
42.8KNew |
$1.6M - $1.82M
|
42.8K
$2.01M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.6KNew |
$297K - $324K
|
7.6K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.27K- 47.48% |
$49.7K - $54.2K
|
1.41K
$66K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-82- 21.47% |
$3.2K - $3.5K
|
300
$14.1K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-409- 7.09% |
$16K - $17.4K
|
5.36K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-4.12K- 28.6% |
$161K - $175K
|
10.3K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9+ 0.17% |
$352 - $384
|
5.21K
$245K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-13.1K- 9.08% |
$514K - $560K
|
132K
$6.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
96New |
$3.75K - $4.09K
|
96
$4.51K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 18.36% |
$47.1K - $51.4K
|
5.36K
$252K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-540- 8.49% |
$21.1K - $23K
|
5.82K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.5K- 21.73% |
$97.7K - $107K
|
9.01K
$423K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
6.66K+ 3.98% |
$260K - $284K
|
174K
$8.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-236K- 53.25% |
$9.24M - $10.1M
|
208K
$9.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.45KNew |
$213K - $232K
|
5.45K
$256K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.95KNew |
$76K - $82.9K
|
1.95K
$91.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
887+ 212.2% |
$34.7K - $37.8K
|
1.31K
$61.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
12.3KNew |
$480K - $524K
|
12.3K
$577K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$127K - $138K
|
3.24K
$152K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
850New |
$33.2K - $36.2K
|
850
$39.9K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.11K- 17.5% |
$43.3K - $47.2K
|
5.22K
$245K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-770- 8.35% |
$30.1K - $32.8K
|
8.46K
$397K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 7.98% |
$77.7K - $84.7K
|
26.9K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
349+ 0.86% |
$13.6K - $14.9K
|
40.7K
$1.91M
|
|