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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-597- 11.04% |
$39.2K - $41.7K
|
4.81K
$334K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
427+ 1.08% |
$28K - $29.8K
|
39.9K
$2.77M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.03K+ 80.2% |
$331K - $351K
|
11.3K
$786K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
603+ 2.19% |
$39.6K - $42.1K
|
28.2K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
224+ 5.22% |
$14.7K - $15.6K
|
4.52K
$314K
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-545- 3.84% |
$35.8K - $38K
|
13.6K
$947K
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
449+ 7.79% |
$29.5K - $31.3K
|
6.21K
$432K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
14.9KNew |
$977K - $1.04M
|
14.9K
$1.03M
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-822- 4.21% |
$54K - $57.4K
|
18.7K
$1.3M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
95+ 0.17% |
$6.24K - $6.63K
|
57.6K
$4M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
50.7KNew |
$3.33M - $3.54M
|
50.7K
$3.52M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.73K+ 15.0% |
$507K - $539K
|
59.2K
$4.12M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.5K- 16.48% |
$164K - $175K
|
12.7K
$882K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
534+ 15.05% |
$35.1K - $37.3K
|
4.08K
$284K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.21K+ 68.22% |
$408K - $433K
|
15.3K
$1.06M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
662+ 14.37% |
$43.5K - $46.2K
|
5.27K
$366K
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.83K+ 698.36% |
$449K - $477K
|
7.81K
$543K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-100- 0.54% |
$6.57K - $6.98K
|
18.3K
$1.27M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1K+ 13.37% |
$65.7K - $69.8K
|
8.48K
$589K
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
116KNew |
$7.62M - $8.1M
|
116K
$8.06M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.6K+ 65.36% |
$1.42M - $1.51M
|
54.7K
$3.8M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.06K+ 4.56% |
$135K - $144K
|
47.3K
$3.29M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.43K+ 8.39% |
$93.7K - $99.6K
|
18.4K
$1.28M
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
3.32KNew |
$218K - $232K
|
3.32K
$231K
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-208- 0.82% |
$13.7K - $14.5K
|
25.3K
$1.76M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$657 - $698
|
3.53K
$245K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
36KNew |
$2.36M - $2.51M
|
36K
$2.5M
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.09K- 13.98% |
$137K - $146K
|
12.8K
$893K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.65K- 10.45% |
$371K - $394K
|
48.4K
$3.37M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
27.2KNew |
$1.79M - $1.9M
|
27.2K
$1.89M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23.8K+ 8.95% |
$1.56M - $1.66M
|
290K
$20.2M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
371+ 10.89% |
$24.4K - $25.9K
|
3.78K
$263K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
26.4KNew |
$1.73M - $1.84M
|
26.4K
$1.84M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
384+ 3.83% |
$25.2K - $26.8K
|
10.4K
$723K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-437- 6.23% |
$28.7K - $30.5K
|
6.58K
$457K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.85K- 1.54% |
$187K - $199K
|
183K
$12.7M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.64K+ 2.98% |
$436K - $463K
|
229K
$15.9M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
634+ 5.78% |
$41.6K - $44.2K
|
11.6K
$807K
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.06K- 16.74% |
$266K - $283K
|
20.2K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.8K+ 5.31% |
$1.43M - $1.52M
|
431K
$30M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 24.09% |
$75.3K - $80K
|
5.9K
$410K
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12+ 0.23% |
$788 - $837
|
5.34K
$371K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.67K- 9.11% |
$372K - $396K
|
56.6K
$3.93M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-302- 0.43% |
$19.8K - $21.1K
|
69.8K
$4.85M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
105+ 2.77% |
$6.9K - $7.33K
|
3.9K
$271K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-356- 18.14% |
$23.4K - $24.8K
|
1.61K
$112K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
419+ 9.4% |
$27.5K - $29.2K
|
4.88K
$339K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
161KNew |
$10.6M - $11.2M
|
161K
$11.2M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.79K+ 11.44% |
$315K - $335K
|
46.7K
$3.24M
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
822+ 0.5% |
$54K - $57.4K
|
165K
$11.4M
|