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 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-115- 2.12% |
$5.34K - $6.18K
|
5.31K
$369K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-214Closed |
$9.94K - $11.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
15KNew |
$697K - $806K
|
15K
$1.04M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.45KClosed |
$67.2K - $77.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-309KClosed |
$14.4M - $16.6M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.01KClosed |
$186K - $215K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-775Closed |
$36K - $41.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.29KClosed |
$106K - $123K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-116KClosed |
$5.38M - $6.22M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
90New |
$4.18K - $4.83K
|
90
$6.26K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34New |
$1.58K - $1.83K
|
34
$2.36K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.38KClosed |
$64.3K - $74.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-48.7KClosed |
$2.27M - $2.62M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-41.5KClosed |
$1.93M - $2.23M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
443New |
$20.6K - $23.8K
|
443
$30.8K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.7KClosed |
$79K - $91.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-740Closed |
$34.4K - $39.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
451New |
$21.9K - $24.1K
|
451
$31.3K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
289New |
$14K - $15.4K
|
289
$20.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7Closed |
$340 - $374
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-82KClosed |
$3.97M - $4.37M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-165Closed |
$8K - $8.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
710+ 3.92% |
$34.4K - $37.9K
|
18.8K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
5K+ 1000.0% |
$243K - $267K
|
5.5K
$382K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.9KNew |
$578K - $636K
|
11.9K
$829K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32KClosed |
$210K - $231K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
305New |
$14.8K - $16.3K
|
305
$21.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
700New |
$34K - $37.4K
|
700
$48.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.64KNew |
$128K - $141K
|
2.64K
$184K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-386KClosed |
$18.7M - $20.6M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-18.6KClosed |
$901K - $991K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
646KNew |
$31.3M - $34.4M
|
646K
$44.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
5.24KNew |
$254K - $280K
|
5.24K
$364K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
114New |
$5.51K - $5.84K
|
114
$7.92K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.4KClosed |
$310K - $328K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-846Closed |
$40.9K - $43.3K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-18.2KClosed |
$881K - $932K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.5K- 42.8% |
$72.5K - $76.8K
|
2.01K
$139K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
58.8KNew |
$2.84M - $3.01M
|
58.8K
$4.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-493Closed |
$23.8K - $25.2K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-69Closed |
$3.34K - $3.53K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.87KNew |
$218K - $237K
|
4.87K
$339K
|
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-512Closed |
$22.9K - $24.9K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100Closed |
$4.47K - $4.86K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.96KClosed |
$356K - $387K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-933Closed |
$41.7K - $45.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-117KClosed |
$5.25M - $5.7M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
215+ 63.61% |
$9.61K - $10.4K
|
553
$38.4K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-750Closed |
$33.5K - $36.5K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.8KClosed |
$259K - $282K
|
0
$0
|
|