Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (SPHQ) 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
195New |
$12K - $13.1K
|
195
$13.6K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.69KNew |
$288K - $316K
|
4.69K
$326K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
522+ 178.77% |
$32.1K - $35.2K
|
814
$56.6K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 3.85% |
$2.21K - $2.42K
|
900
$62.6K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
188New |
$11.6K - $12.7K
|
188
$13.1K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
63+ 1.28% |
$3.87K - $4.24K
|
4.99K
$347K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.04KNew |
$187K - $205K
|
3.04K
$211K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.05K+ 32.51% |
$126K - $138K
|
8.34K
$580K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-71- 0.58% |
$4.36K - $4.78K
|
12.1K
$843K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.9K+ 11.85% |
$240K - $263K
|
36.8K
$2.56M
|
|
Q2 2024 | |||||||
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.36K+ 18.87% |
$307K - $350K
|
33.7K
$2.35M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.66KNew |
$210K - $239K
|
3.66K
$254K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.05KNew |
$289K - $330K
|
5.05K
$351K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.12K- 85.19% |
$121K - $138K
|
368
$25.6K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-513- 29.86% |
$29.4K - $33.5K
|
1.21K
$83.7K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.9KNew |
$1.2M - $1.37M
|
20.9K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.86K+ 64.29% |
$164K - $187K
|
7.32K
$509K
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.46KNew |
$199K - $226K
|
3.46K
$241K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7- 5.47% |
$401 - $457
|
121
$8.41K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-948- 20.78% |
$54.3K - $61.9K
|
3.62K
$251K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
257New |
$14.7K - $16.8K
|
257
$17.9K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-392- 1.54% |
$22.5K - $25.6K
|
25K
$1.74M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 8.16% |
$917 - $1.05K
|
180
$12.5K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
668New |
$38.3K - $43.6K
|
668
$46.4K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
238+ 4.62% |
$13.6K - $15.6K
|
5.39K
$375K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.5K- 84.59% |
$604K - $689K
|
1.92K
$133K
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.12% |
$344 - $392
|
5.03K
$350K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
442New |
$25.3K - $28.9K
|
442
$30.7K
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.55K- 11.4% |
$88.9K - $101K
|
12.1K
$837K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.63K- 34.45% |
$265K - $302K
|
8.81K
$612K
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-229- 4.05% |
$13.1K - $15K
|
5.42K
$377K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$57.3 - $65.3
|
830
$57.7K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300New |
$17.2K - $19.6K
|
300
$20.9K
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 7.1% |
$57.3K - $65.3K
|
13.1K
$910K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
2.96K+ 34.38% |
$169K - $193K
|
11.6K
$803K
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
16KNew |
$916K - $1.04M
|
16K
$1.11M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
244New |
$14K - $15.9K
|
244
$17K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
61+ 1.11% |
$3.5K - $3.99K
|
5.57K
$387K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-715- 92.02% |
$41K - $46.7K
|
62
$4.31K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.74KNew |
$272K - $310K
|
4.74K
$329K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
167New |
$9.57K - $10.9K
|
167
$11.6K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.29KNew |
$189K - $215K
|
3.29K
$229K
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-1K- 1.77% |
$57.3K - $65.3K
|
55.4K
$3.85M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
563KNew |
$32.3M - $36.8M
|
563K
$39.1M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$8.08K - $9.21K
|
141
$9.8K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.42KNew |
$81.1K - $92.5K
|
1.42K
$98.3K
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-21- 0.13% |
$1.2K - $1.37K
|
15.6K
$1.08M
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-43- 0.82% |
$2.47K - $2.81K
|
5.23K
$363K
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
284+ 1.43% |
$16.3K - $18.6K
|
20.2K
$1.4M
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-423- 76.63% |
$22.5K - $25.6K
|
129
$8.97K
|