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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.17K+ 109.56% |
$239K - $272K
|
7.98K
$546K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.66KNew |
$210K - $239K
|
3.66K
$250K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 34.7% |
$199K - $227K
|
13.5K
$922K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.46KNew |
$199K - $226K
|
3.46K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.29KNew |
$189K - $215K
|
3.29K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
2.96K+ 34.38% |
$169K - $193K
|
11.6K
$791K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.86K+ 64.29% |
$164K - $187K
|
7.32K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.54K+ 51.24% |
$145K - $166K
|
7.49K
$513K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.42KNew |
$81.1K - $92.5K
|
1.42K
$96.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05K+ 17.04% |
$60.4K - $68.9K
|
7.24K
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
668New |
$38.3K - $43.6K
|
668
$45.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
653New |
$37.4K - $42.7K
|
653
$44.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
442New |
$25.3K - $28.9K
|
442
$30.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
356+ 2.35% |
$20.4K - $23.3K
|
15.5K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300New |
$17.2K - $19.6K
|
300
$20.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
284+ 1.43% |
$16.3K - $18.6K
|
20.2K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
257New |
$14.7K - $16.8K
|
257
$17.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
255New |
$14.6K - $16.7K
|
255
$17.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
244New |
$14K - $15.9K
|
244
$16.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
238+ 4.62% |
$13.6K - $15.6K
|
5.39K
$369K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
167New |
$9.57K - $10.9K
|
167
$11.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$8.08K - $9.21K
|
141
$9.66K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
101+ 5.05% |
$5.79K - $6.6K
|
2.1K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
82+ 0.78% |
$4.7K - $5.36K
|
10.6K
$726K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
61+ 1.11% |
$3.5K - $3.99K
|
5.57K
$382K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.12% |
$344 - $392
|
5.03K
$345K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$57.3 - $65.3
|
176
$12.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$57.3 - $65.3
|
830
$56.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.14% |
$57.3 - $65.3
|
729
$49.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 58.27% |
$6.58M - $7.49M
|
336K
$23M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.9KNew |
$737K - $839K
|
13.9K
$950K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$336K - $382K
|
6.32K
$433K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.15KNew |
$274K - $312K
|
5.15K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.9KNew |
$261K - $296K
|
4.9K
$336K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.5KNew |
$239K - $272K
|
4.5K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
3.68KNew |
$196K - $223K
|
3.68K
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.68KNew |
$195K - $222K
|
3.68K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.44KNew |
$183K - $208K
|
3.44K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$92.7K - $105K
|
1.74K
$119K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 1.61% |
$75.8K - $86.2K
|
89.7K
$6.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1KNew |
$53.2K - $60.5K
|
1K
$68.5K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
822New |
$43.7K - $49.7K
|
822
$56.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
789New |
$42K - $47.7K
|
789
$54K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
410New |
$21.8K - $24.8K
|
410
$28.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
406New |
$21.6K - $24.6K
|
406
$27.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
291+ 264.55% |
$15.5K - $17.6K
|
401
$27.5K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
264New |
$14K - $16K
|
264
$18.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
258New |
$13.7K - $15.6K
|
258
$17.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
187New |
$9.94K - $11.3K
|
187
$12.8K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
129New |
$6.86K - $7.8K
|
129
$8.83K
|
|