A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 29,054 shares of SPHQ stock, worth $1.98 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
29,054
Previous 28,721 1.16%
Holding current value
$1.98 Million
Previous $1.82 Million 7.13%
% of portfolio
0.25%
Previous 0.25%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$61.47 - $67.36 $20,469 - $22,430
333 Added 1.16%
29,054 $1.95 Million
Q2 2024

Jul 25, 2024

BUY
$57.33 - $65.34 $57 - $65
1 Added 0.0%
28,721 $1.82 Million
Q1 2024

Apr 30, 2024

BUY
$53.17 - $60.48 $53 - $60
1 Added 0.0%
28,720 $1.74 Million
Q4 2023

Jan 31, 2024

SELL
$47.93 - $54.22 $30,675 - $34,700
-640 Reduced 2.18%
28,719 $1.55 Million
Q3 2023

Oct 13, 2023

SELL
$49.63 - $52.55 $7,742 - $8,197
-156 Reduced 0.53%
29,359 $1.47 Million
Q2 2023

Jul 25, 2023

SELL
$46.8 - $50.45 $37,440 - $40,360
-800 Reduced 2.64%
29,515 $1.49 Million
Q4 2022

Feb 02, 2023

SELL
$40.0 - $46.54 $7,000 - $8,144
-175 Reduced 0.57%
30,315 $1.33 Million
Q1 2021

May 04, 2021

SELL
$41.62 - $44.42 $21,018 - $22,432
-505 Reduced 1.63%
30,490 $1.35 Million
Q4 2020

Feb 01, 2021

SELL
$37.11 - $42.11 $29,873 - $33,898
-805 Reduced 2.53%
30,995 $1.31 Million
Q3 2020

Nov 03, 2020

SELL
$35.48 - $40.83 $375,307 - $431,899
-10,578 Reduced 24.96%
31,800 $1.23 Million
Q2 2020

Jul 30, 2020

BUY
$28.83 - $36.83 $16,115 - $20,587
559 Added 1.34%
42,378 $1.5 Million
Q1 2020

Apr 29, 2020

SELL
$25.73 - $37.86 $12,865 - $18,930
-500 Reduced 1.18%
41,819 $1.25 Million
Q4 2019

Feb 27, 2020

BUY
$32.51 - $36.68 $1.33 Million - $1.5 Million
40,771 Added 2633.79%
42,319 $1.55 Million
Q4 2019

Jan 27, 2020

SELL
$32.51 - $36.68 $1.31 Million - $1.47 Million
-40,172 Reduced 96.29%
1,548 $1.55 Million
Q3 2019

Oct 28, 2019

BUY
$31.85 - $34.13 $15,001 - $16,075
471 Added 1.14%
41,720 $1.4 Million
Q2 2019

Aug 02, 2019

BUY
$31.02 - $33.7 $24,722 - $26,858
797 Added 1.97%
41,249 $1.37 Million
Q1 2019

May 15, 2019

BUY
$26.88 - $32.27 $26,019 - $31,237
968 Added 2.45%
40,452 $1.3 Million
Q4 2018

Feb 08, 2019

BUY
$25.94 - $32.91 $1.02 Million - $1.3 Million
39,484 New
39,484 $1.1 Million

Others Institutions Holding SPHQ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
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