Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 High (SPHD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
499+ 941.51% |
$22K - $25.2K
|
552
$27.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
400+ 4.1% |
$17.6K - $20.2K
|
10.2K
$500K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 2.94% |
$17.6K - $20.2K
|
14K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
386+ 2.31% |
$17K - $19.5K
|
17.1K
$842K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
324+ 4.68% |
$14.3K - $16.4K
|
7.25K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$13.2K - $15.2K
|
300
$14.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300+ 6.64% |
$13.2K - $15.2K
|
4.82K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
214New |
$9.43K - $10.8K
|
214
$10.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
154+ 1.86% |
$6.79K - $7.79K
|
8.45K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
123New |
$5.42K - $6.22K
|
123
$6.05K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
65New |
$2.86K - $3.29K
|
65
$3.19K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 155.56% |
$617 - $708
|
23
$1.13K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$397 - $455
|
9
$442
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
100KNew |
$4.22M - $4.56M
|
100K
$4.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
42.8KNew |
$1.8M - $1.94M
|
42.8K
$2.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.5KNew |
$189K - $204K
|
4.5K
$221K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.58KNew |
$150K - $162K
|
3.58K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.8KNew |
$75.9K - $82K
|
1.8K
$88.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
450+ 2.37% |
$18.9K - $20.4K
|
19.4K
$955K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
358New |
$15.1K - $16.3K
|
358
$17.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
290New |
$12.2K - $13.2K
|
290
$14.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
206+ 0.98% |
$8.67K - $9.36K
|
21.2K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
76New |
$3.2K - $3.45K
|
76
$3.74K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8New |
$337 - $363
|
8
$393
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
103K+ 254.34% |
$4.22M - $4.55M
|
143K
$7.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
74.2K+ 126.13% |
$3.05M - $3.3M
|
133K
$6.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.1KNew |
$909K - $981K
|
22.1K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6.32KNew |
$260K - $280K
|
6.32K
$310K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.93KNew |
$244K - $263K
|
5.93K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.76KNew |
$196K - $211K
|
4.76K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.73KNew |
$195K - $210K
|
4.73K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.59KNew |
$189K - $204K
|
4.59K
$226K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2K+ 200000.0% |
$82.3K - $88.8K
|
2K
$98.3K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.87KNew |
$77K - $83.1K
|
1.87K
$92K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.8KNew |
$74.1K - $79.9K
|
1.8K
$88.5K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.22KNew |
$50K - $54K
|
1.22K
$59.8K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
558+ 336.14% |
$23K - $24.8K
|
724
$35.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
530New |
$21.8K - $23.5K
|
530
$26K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
510New |
$21K - $22.6K
|
510
$25.1K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
295New |
$12.1K - $13.1K
|
295
$14.5K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
203+ 3.74% |
$8.35K - $9.01K
|
5.63K
$277K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
200New |
$8.23K - $8.88K
|
200
$9.83K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14+ 127.27% |
$576 - $622
|
25
$1.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.22% |
$329 - $355
|
3.58K
$176K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1+ 0.01% |
$41.2 - $44.4
|
10.3K
$508K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.83% |
$41.2 - $44.4
|
121
$5.95K
|
|
| Q4 2023 | |||||||
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
42.8KNew |
$1.6M - $1.82M
|
42.8K
$2.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
27.7K+ 308.74% |
$1.03M - $1.18M
|
36.7K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.9KNew |
$855K - $978K
|
22.9K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
17KNew |
$635K - $726K
|
17K
$836K
|
|