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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.46KNew |
$199K - $226K
|
3.46K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-392- 1.54% |
$22.5K - $25.6K
|
25K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 8.16% |
$917 - $1.05K
|
180
$13.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
668New |
$38.3K - $43.6K
|
668
$49.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
442New |
$25.3K - $28.9K
|
442
$32.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.5K- 84.59% |
$604K - $689K
|
1.92K
$141K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.55K- 11.4% |
$88.9K - $101K
|
12.1K
$885K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.63K- 34.45% |
$265K - $302K
|
8.81K
$647K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300New |
$17.2K - $19.6K
|
300
$22K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 7.1% |
$57.3K - $65.3K
|
13.1K
$961K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
16KNew |
$916K - $1.04M
|
16K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
2.96K+ 34.38% |
$169K - $193K
|
11.6K
$849K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-715- 92.02% |
$41K - $46.7K
|
62
$4.55K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
61+ 1.11% |
$3.5K - $3.99K
|
5.57K
$409K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
244New |
$14K - $15.9K
|
244
$17.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.74KNew |
$272K - $310K
|
4.74K
$348K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
167New |
$9.57K - $10.9K
|
167
$12.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-1K- 1.77% |
$57.3K - $65.3K
|
55.4K
$4.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.29KNew |
$189K - $215K
|
3.29K
$242K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$8.08K - $9.21K
|
141
$10.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
563KNew |
$32.3M - $36.8M
|
563K
$41.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.42KNew |
$81.1K - $92.5K
|
1.42K
$104K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-21- 0.13% |
$1.2K - $1.37K
|
15.6K
$1.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-43- 0.82% |
$2.47K - $2.81K
|
5.23K
$384K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-423- 76.63% |
$22.5K - $25.6K
|
129
$9.48K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
822New |
$43.7K - $49.7K
|
822
$60.4K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
114New |
$6.06K - $6.89K
|
114
$8.37K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
89New |
$4.73K - $5.38K
|
89
$6.54K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.21M- 95.5% |
$64.4M - $73.2M
|
57.1K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66New |
$3.51K - $3.99K
|
66
$4.85K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-185K- 82.58% |
$9.82M - $11.2M
|
38.9K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.56K- 1.0% |
$136K - $155K
|
253K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 58.27% |
$6.58M - $7.49M
|
336K
$24.7M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$336K - $382K
|
6.32K
$464K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
129New |
$6.86K - $7.8K
|
129
$9.48K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10New |
$532 - $605
|
10
$735
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 1.61% |
$75.8K - $86.2K
|
89.7K
$6.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
75+ 2.5% |
$3.99K - $4.54K
|
3.08K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1KNew |
$53.2K - $60.5K
|
1K
$73.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$92.7K - $105K
|
1.74K
$128K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
264New |
$14K - $16K
|
264
$19.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.44KNew |
$183K - $208K
|
3.44K
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.68KNew |
$195K - $222K
|
3.68K
$270K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
20+ 0.29% |
$1.06K - $1.21K
|
6.97K
$512K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
789New |
$42K - $47.7K
|
789
$58K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
406New |
$21.6K - $24.6K
|
406
$29.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.15KNew |
$274K - $312K
|
5.15K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-278- 5.32% |
$14.8K - $16.8K
|
4.95K
$363K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-551- 11.43% |
$29.3K - $33.3K
|
4.27K
$314K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30New |
$1.6K - $1.81K
|
30
$2.2K
|
|