Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (SPHQ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (SPHQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6New |
$240 - $279
|
6
$411
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 0.59% |
$120 - $140
|
508
$34.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
394KNew |
$15.7M - $18.5M
|
394K
$27M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
16.9KNew |
$671K - $795K
|
16.9K
$1.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$387K - $459K
|
9.75K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.3KNew |
$290K - $344K
|
7.3K
$500K
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1KNew |
$39.7K - $47.1K
|
1K
$68.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
817+ 2.92% |
$32.5K - $38.5K
|
28.8K
$1.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
293+ 5.91% |
$11.6K - $13.8K
|
5.25K
$360K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
230New |
$9.14K - $10.8K
|
230
$15.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40New |
$1.59K - $1.88K
|
40
$2.74K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
174KNew |
$7.16M - $8.74M
|
174K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
60.7KNew |
$2.5M - $3.05M
|
60.7K
$4.16M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
34KNew |
$1.4M - $1.71M
|
34K
$2.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.9KNew |
$695K - $849K
|
16.9K
$1.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
6.62KNew |
$272K - $333K
|
6.62K
$453K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.4KNew |
$140K - $171K
|
3.4K
$233K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.26K+ 66.97% |
$134K - $164K
|
8.13K
$557K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
365+ 4.58% |
$15K - $18.3K
|
8.33K
$571K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
15KNew |
$697K - $806K
|
15K
$1.03M
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.7KNew |
$311K - $360K
|
6.7K
$459K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
443New |
$20.6K - $23.8K
|
443
$30.3K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
350New |
$16.3K - $18.8K
|
350
$24K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
90New |
$4.18K - $4.83K
|
90
$6.16K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34New |
$1.58K - $1.83K
|
34
$2.33K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
646KNew |
$31.3M - $34.4M
|
646K
$44.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.9KNew |
$578K - $636K
|
11.9K
$816K
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
5.24KNew |
$254K - $280K
|
5.24K
$359K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
5K+ 1000.0% |
$243K - $267K
|
5.5K
$377K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.64KNew |
$128K - $141K
|
2.64K
$181K
|
|
|
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
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
700New |
$34K - $37.4K
|
700
$47.9K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
451New |
$21.9K - $24.1K
|
451
$30.9K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
305New |
$14.8K - $16.3K
|
305
$20.9K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
289New |
$14K - $15.4K
|
289
$19.8K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
58.8KNew |
$2.84M - $3.01M
|
58.8K
$4.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
114New |
$5.51K - $5.84K
|
114
$7.81K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.87KNew |
$218K - $237K
|
4.87K
$334K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
215+ 63.61% |
$9.61K - $10.4K
|
553
$37.9K
|
|
| Q1 2021 | |||||||
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.28KNew |
$94.7K - $101K
|
2.28K
$156K
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
597New |
$24.8K - $26.5K
|
597
$40.9K
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
450New |
$18.7K - $20K
|
450
$30.8K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
31.8KNew |
$1.18M - $1.34M
|
31.8K
$2.17M
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
550+ 64.48% |
$20.4K - $23.2K
|
1.4K
$96.1K
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
12New |
$311 - $395
|
12
$822
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.88K+ 1440.0% |
$84K - $90.1K
|
3.08K
$211K
|
|
|
Aug 14, 2018
Q2 2018
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
282New |
$8.22K - $8.82K
|
282
$19.3K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
40New |
$1.17K - $1.25K
|
40
$2.74K
|
|