Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

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 28,881 shares of SPHQ stock, worth $2.02 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

28,881

Previous 29,054 0.6%

Holding current value

$2.02 Million

Previous $1.95 Million 0.97%

% of portfolio

0.25%

Previous 0.25%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$65.67 - $69.79 $11,360 - $12,073	-173 Reduced 0.6%	28,881 $1.94 Million
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

# of Institutions

597

Shares Held

127M

Call Options Held

6.9K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History