Latest Institutional Purchases of Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Invesco Phlx (SOXQ) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.28KNew |
$43.2K - $58K
|
1.28K
$51.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.08K+ 14.02% |
$36.6K - $49.1K
|
8.78K
$354K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
640New |
$21.7K - $29.1K
|
640
$25.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
269New |
$9.12K - $12.2K
|
269
$10.8K
|
|
|
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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
65+ 120.37% |
$2.2K - $2.96K
|
119
$4.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
54New |
$1.83K - $2.46K
|
54
$2.18K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
46New |
$1.56K - $2.09K
|
46
$1.86K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
32New |
$1.08K - $1.46K
|
32
$1.29K
|
|
|
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
|
|
| Q1 2024 | |||||||
|
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
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6KNew |
$185K - $244K
|
6K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
265New |
$8.16K - $10.8K
|
265
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250New |
$7.7K - $10.2K
|
250
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216+ 3.07% |
$6.65K - $8.79K
|
7.24K
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
143New |
$4.4K - $5.82K
|
143
$5.77K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
125New |
$3.85K - $5.09K
|
125
$5.04K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
94New |
$2.9K - $3.83K
|
94
$3.79K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
34New |
$1.05K - $1.38K
|
34
$1.37K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33New |
$1.02K - $1.34K
|
33
$1.33K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32New |
$986 - $1.3K
|
32
$1.29K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5New |
$154 - $204
|
5
$202
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.5KNew |
$388K - $515K
|
15.5K
$624K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.99% |
$25.1 - $33.2
|
102
$4.11K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
501New |
$13.1K - $15.3K
|
501
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
329New |
$8.63K - $10K
|
329
$13.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$26.2 - $30.4
|
494
$19.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.33KNew |
$168K - $216K
|
7.33K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
6.8KNew |
$156K - $201K
|
6.8K
$274K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.8KNew |
$320K - $420K
|
18.8K
$759K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.5KNew |
$42.5K - $55.8K
|
2.5K
$101K
|
|