Latest Institutional Transactions on Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Invesco Phlx (SOXQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 6.67% |
$607 - $702
|
224
$12K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
200New |
$8.67K - $10K
|
200
$10.7K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
15.2K+ 49.02% |
$660K - $763K
|
46.3K
$2.48M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.4KNew |
$191K - $221K
|
4.4K
$236K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.59KNew |
$155K - $180K
|
3.59K
$192K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.1K- 35.74% |
$47.8K - $55.3K
|
1.98K
$106K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.26K- 51.02% |
$141K - $163K
|
3.13K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.27K- 8.26% |
$55.1K - $63.7K
|
14.1K
$757K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-152K- 61.83% |
$6.57M - $7.6M
|
93.6K
$5.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.27K- 34.18% |
$228K - $264K
|
10.1K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.49KNew |
$195K - $225K
|
4.49K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
62+ 1.29% |
$2.69K - $3.11K
|
4.87K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20K- 31.14% |
$865K - $1M
|
44.1K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
691New |
$30K - $34.6K
|
691
$37.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.39K- 58.23% |
$277K - $320K
|
4.58K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
519+ 2.01% |
$22.5K - $26K
|
26.3K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.45K- 3.15% |
$236K - $273K
|
168K
$9M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.9KNew |
$689K - $797K
|
15.9K
$853K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
519+ 3.67% |
$22.5K - $26K
|
14.7K
$787K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-4.7K- 27.98% |
$204K - $236K
|
12.1K
$649K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 6.26% |
$60.7K - $70.2K
|
21K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
434+ 4.51% |
$18.8K - $21.8K
|
10.1K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152+ 2.4% |
$6.59K - $7.62K
|
6.5K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.69K- 66.87% |
$160K - $185K
|
1.83K
$98K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.7K+ 2202.42% |
$4.02M - $4.65M
|
96.9K
$5.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-179- 99.44% |
$7.76K - $8.97K
|
1
$53.6
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.6K- 84.85% |
$1.59M - $1.83M
|
6.53K
$350K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-285- 36.31% |
$12.4K - $14.3K
|
500
$26.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-14.6K- 21.18% |
$633K - $732K
|
54.3K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
180+ 1.69% |
$7.8K - $9.02K
|
10.9K
$582K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
132KNew |
$5.71M - $6.6M
|
132K
$7.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
160New |
$6.94K - $8.02K
|
160
$8.58K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
46.8K+ 460.05% |
$2.03M - $2.35M
|
57K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.7K- 89.81% |
$73.7K - $85.3K
|
193
$10.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-140- 0.13% |
$6.07K - $7.02K
|
108K
$5.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.72% |
$217 - $251
|
687
$36.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-4.13K- 21.9% |
$179K - $207K
|
14.7K
$789K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.2K- 7.6% |
$1.05M - $1.21M
|
295K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 6.14% |
$6.46K - $7.47K
|
2.58K
$138K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-439- 0.63% |
$19K - $22K
|
69.3K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2K+ 86.96% |
$86.7K - $100K
|
4.3K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-495- 9.05% |
$21.5K - $24.8K
|
4.98K
$267K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
500+ 1.81% |
$21.7K - $25.1K
|
28.1K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
54.2K+ 79.91% |
$2.35M - $2.72M
|
122K
$6.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.01KNew |
$87.1K - $101K
|
2.01K
$108K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119+ 0.15% |
$5.16K - $5.96K
|
81.1K
$4.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
999+ 10.98% |
$43.3K - $50.1K
|
10.1K
$541K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.7K- 5.11% |
$73.6K - $85.1K
|
31.6K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.51K- 41.18% |
$282K - $326K
|
9.31K
$499K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$7.8K - $9.02K
|
180
$9.65K
|
|