Latest Institutional Transactions on Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Invesco Phlx (SOXQ) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
750+ 100.0% |
$26.1K - $34.9K
|
1.5K
$60.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.76K- 43.3% |
$131K - $175K
|
4.92K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-26- 78.79% |
$906 - $1.21K
|
7
$282
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.12K+ 15.67% |
$109K - $145K
|
23K
$928K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
275+ 14.58% |
$9.58K - $12.8K
|
2.16K
$87.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-71.3K- 74.66% |
$2.48M - $3.32M
|
24.2K
$975K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.28K+ 1.29% |
$44.6K - $59.5K
|
100K
$4.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-32.1K- 60.37% |
$1.12M - $1.49M
|
21.1K
$849K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-438- 3.96% |
$15.3K - $20.4K
|
10.6K
$428K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.7K+ 31.99% |
$721K - $963K
|
85.4K
$3.44M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.46K- 20.0% |
$51K - $68.1K
|
5.85K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-294K- 89.93% |
$10.2M - $13.7M
|
32.9K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.16% |
$314 - $419
|
5.73K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.15KNew |
$179K - $239K
|
5.15K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2K+ 107.59% |
$531K - $709K
|
29.4K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 19.46% |
$47.7K - $63.7K
|
8.4K
$339K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.43KNew |
$50K - $66.7K
|
1.43K
$57.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.53KNew |
$221K - $297K
|
6.53K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-885- 7.22% |
$30K - $40.2K
|
11.4K
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
45KNew |
$1.53M - $2.05M
|
45K
$1.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.29K+ 7.52% |
$145K - $195K
|
61.4K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20- 9.09% |
$678 - $909
|
200
$8.07K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
269New |
$9.12K - $12.2K
|
269
$10.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
16+ 1.29% |
$542 - $728
|
1.26K
$50.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 22.22% |
$271 - $364
|
44
$1.77K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3.36K- 31.45% |
$114K - $153K
|
7.33K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
65+ 120.37% |
$2.2K - $2.96K
|
119
$4.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
32New |
$1.08K - $1.46K
|
32
$1.29K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.08K+ 14.02% |
$36.6K - $49.1K
|
8.78K
$354K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.28KNew |
$43.2K - $58K
|
1.28K
$51.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
46New |
$1.56K - $2.09K
|
46
$1.86K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
165New |
$5.59K - $7.5K
|
165
$6.65K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
100+ 1.53% |
$3.39K - $4.55K
|
6.62K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3.55K- 29.22% |
$120K - $162K
|
8.61K
$347K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
640New |
$21.7K - $29.1K
|
640
$25.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
54New |
$1.83K - $2.46K
|
54
$2.18K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
34New |
$1.05K - $1.38K
|
34
$1.37K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
94New |
$2.9K - $3.83K
|
94
$3.79K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6KNew |
$185K - $244K
|
6K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.85KNew |
$303K - $401K
|
9.85K
$397K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
125New |
$3.85K - $5.09K
|
125
$5.04K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216+ 3.07% |
$6.65K - $8.79K
|
7.24K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250New |
$7.7K - $10.2K
|
250
$10.1K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
265New |
$8.16K - $10.8K
|
265
$10.7K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32New |
$986 - $1.3K
|
32
$1.29K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33New |
$1.02K - $1.34K
|
33
$1.33K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5New |
$154 - $204
|
5
$202
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
143New |
$4.4K - $5.82K
|
143
$5.77K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-60.7K- 80.59% |
$1.87M - $2.47M
|
14.6K
$590K
|
|