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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
114New |
$6.06K - $6.89K
|
114
$7.81K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
111New |
$5.9K - $6.71K
|
111
$7.6K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
103+ 1.33% |
$5.48K - $6.23K
|
7.85K
$538K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
100+ 0.71% |
$5.32K - $6.05K
|
14.3K
$977K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
89New |
$4.73K - $5.38K
|
89
$6.09K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
75+ 2.5% |
$3.99K - $4.54K
|
3.08K
$211K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66New |
$3.51K - $3.99K
|
66
$4.52K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
63New |
$3.35K - $3.81K
|
63
$4.31K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50+ 0.35% |
$2.66K - $3.02K
|
14.3K
$982K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30New |
$1.6K - $1.81K
|
30
$2.05K
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
20+ 0.29% |
$1.06K - $1.21K
|
6.97K
$477K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
18+ 18.0% |
$957 - $1.09K
|
118
$8.08K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10New |
$532 - $605
|
10
$685
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.86% |
$53.2 - $60.5
|
117
$8.01K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
222KNew |
$10.6M - $12M
|
222K
$15.2M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
133KNew |
$6.36M - $7.2M
|
133K
$9.09M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
72.3KNew |
$3.47M - $3.92M
|
72.3K
$4.95M
|
|
Feb 14, 2024
Q4 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
33.3KNew |
$1.59M - $1.8M
|
33.3K
$2.28M
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
23.8K+ 31.55% |
$1.14M - $1.29M
|
99.4K
$6.8M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.8KNew |
$757K - $856K
|
15.8K
$1.08M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13.6KNew |
$652K - $737K
|
13.6K
$931K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.43K+ 82.62% |
$356K - $403K
|
16.4K
$1.12M
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.47KNew |
$214K - $242K
|
4.47K
$306K
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.46KNew |
$214K - $242K
|
4.46K
$305K
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.31KNew |
$207K - $234K
|
4.31K
$295K
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
3.84KNew |
$184K - $208K
|
3.84K
$263K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.72KNew |
$130K - $147K
|
2.72K
$186K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.59KNew |
$76.2K - $86.2K
|
1.59K
$109K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.2KNew |
$57.5K - $65.1K
|
1.2K
$82.2K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
988New |
$47.4K - $53.6K
|
988
$67.7K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
684+ 15.26% |
$32.8K - $37.1K
|
5.17K
$354K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
280+ 121.74% |
$13.4K - $15.2K
|
510
$34.9K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
215New |
$10.3K - $11.7K
|
215
$14.7K
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
165New |
$7.91K - $8.95K
|
165
$11.3K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33New |
$1.58K - $1.79K
|
33
$2.26K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$1.05K - $1.19K
|
22
$1.51K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 100.0% |
$767 - $868
|
32
$2.19K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.35% |
$575 - $651
|
3.41K
$233K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
134KNew |
$6.63M - $7.02M
|
134K
$9.15M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
47.2KNew |
$2.34M - $2.48M
|
47.2K
$3.23M
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
16.9KNew |
$837K - $887K
|
16.9K
$1.16M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.7K+ 167.84% |
$583K - $617K
|
18.7K
$1.28M
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.79KNew |
$387K - $409K
|
7.79K
$534K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.21KNew |
$159K - $169K
|
3.21K
$220K
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.45K+ 1.69% |
$121K - $129K
|
147K
$10.1M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.94KNew |
$96K - $102K
|
1.94K
$133K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.11KNew |
$55.2K - $58.4K
|
1.11K
$76.1K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
83+ 88.3% |
$4.12K - $4.36K
|
177
$12.1K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
70New |
$3.47K - $3.68K
|
70
$4.79K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
49New |
$2.43K - $2.57K
|
49
$3.36K
|