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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16Closed |
$636 - $753
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-301- 0.43% |
$12K - $14.2K
|
69.4K
$4.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.58K- 8.43% |
$103K - $122K
|
28.1K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40New |
$1.59K - $1.88K
|
40
$2.78K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.3KNew |
$290K - $344K
|
7.3K
$508K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.18K- 7.74% |
$46.9K - $55.6K
|
14.1K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
817+ 2.92% |
$32.5K - $38.5K
|
28.8K
$2M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.91K- 7.84% |
$115K - $137K
|
34.1K
$2.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
230New |
$9.14K - $10.8K
|
230
$16K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
293+ 5.91% |
$11.6K - $13.8K
|
5.25K
$365K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
394KNew |
$15.7M - $18.5M
|
394K
$27.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-133- 19.94% |
$5.29K - $6.26K
|
534
$37.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
16.9KNew |
$671K - $795K
|
16.9K
$1.17M
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.41K- 92.7% |
$56K - $66.4K
|
111
$7.71K
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-570- 8.27% |
$22.7K - $26.8K
|
6.33K
$440K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$387K - $459K
|
9.75K
$678K
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1KNew |
$39.7K - $47.1K
|
1K
$69.5K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-62Closed |
$2.55K - $3.11K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.42KClosed |
$223K - $272K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
174KNew |
$7.16M - $8.74M
|
174K
$12.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.9KNew |
$695K - $849K
|
16.9K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
60.7KNew |
$2.5M - $3.05M
|
60.7K
$4.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.4KNew |
$140K - $171K
|
3.4K
$236K
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450Closed |
$18.5K - $22.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.26K+ 66.97% |
$134K - $164K
|
8.13K
$565K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-970Closed |
$39.9K - $48.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-30.4KClosed |
$1.25M - $1.53M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-140Closed |
$5.76K - $7.03K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-757Closed |
$31.2K - $38K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
6.62KNew |
$272K - $333K
|
6.62K
$460K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-4.06KClosed |
$167K - $204K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-4.08KClosed |
$168K - $205K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21.3K- 17.08% |
$875K - $1.07M
|
103K
$7.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.49KClosed |
$185K - $226K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
34KNew |
$1.4M - $1.71M
|
34K
$2.36M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-975Closed |
$40.1K - $49K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.51KClosed |
$62.3K - $76K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.27KClosed |
$176K - $215K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-511Closed |
$21K - $25.7K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-230KClosed |
$9.45M - $11.5M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-595Closed |
$24.5K - $29.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.7KNew |
$311K - $360K
|
6.7K
$466K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4KClosed |
$186K - $215K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-226- 2.19% |
$10.5K - $12.1K
|
10.1K
$703K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1Closed |
$46.5 - $53.7
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-176KClosed |
$8.19M - $9.47M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
350New |
$16.3K - $18.8K
|
350
$24.3K
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-7.44KClosed |
$346K - $399K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.86KClosed |
$179K - $207K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-98.3KClosed |
$4.57M - $5.28M
|
0
$0
|
|