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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
32New |
$1.08K - $1.46K
|
32
$1.08K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.08K+ 14.02% |
$36.6K - $49.1K
|
8.78K
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
46New |
$1.56K - $2.09K
|
46
$1.55K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
165New |
$5.59K - $7.5K
|
165
$5.57K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
100+ 1.53% |
$3.39K - $4.55K
|
6.62K
$223K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
640New |
$21.7K - $29.1K
|
640
$21.6K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3.55K- 29.22% |
$120K - $162K
|
8.61K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
54New |
$1.83K - $2.46K
|
54
$1.82K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
34New |
$1.05K - $1.38K
|
34
$1.15K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
125New |
$3.85K - $5.09K
|
125
$4.22K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.85KNew |
$303K - $401K
|
9.85K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6KNew |
$185K - $244K
|
6K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
94New |
$2.9K - $3.83K
|
94
$3.17K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250New |
$7.7K - $10.2K
|
250
$8.44K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216+ 3.07% |
$6.65K - $8.79K
|
7.24K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
265New |
$8.16K - $10.8K
|
265
$8.94K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32New |
$986 - $1.3K
|
32
$1.08K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33New |
$1.02K - $1.34K
|
33
$1.11K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5New |
$154 - $204
|
5
$169
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
143New |
$4.4K - $5.82K
|
143
$4.82K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-60.7K- 80.59% |
$1.87M - $2.47M
|
14.6K
$494K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.99% |
$25.1 - $33.2
|
102
$3.44K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
329New |
$8.63K - $10K
|
329
$11.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$26.2 - $30.4
|
494
$16.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-200- 0.71% |
$5.25K - $6.09K
|
28.1K
$948K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
501New |
$13.1K - $15.3K
|
501
$16.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.33KNew |
$168K - $216K
|
7.33K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
6.8KNew |
$156K - $201K
|
6.8K
$229K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-150Closed |
$2.96K - $3.82K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.8KNew |
$320K - $420K
|
18.8K
$635K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.5KNew |
$42.5K - $55.8K
|
2.5K
$84.4K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-400KClosed |
$9.88M - $11M
|
0
$0
|
|