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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.77K+ 44.47% |
$220K - $247K
|
18.8K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.67K- 9.7% |
$102K - $114K
|
24.9K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 1.5% |
$57.1K - $64.2K
|
102K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.59K+ 51760.0% |
$98.4K - $111K
|
2.59K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9- 0.01% |
$342 - $385
|
136K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.3KNew |
$87.4K - $98.4K
|
2.3K
$93K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
92.6K+ 2092.56% |
$3.52M - $3.96M
|
97K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
45+ 30.0% |
$1.71K - $1.93K
|
195
$7.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.13K+ 0.33% |
$42.8K - $48.1K
|
339K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.32K- 46.78% |
$240K - $271K
|
7.19K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.8K- 33.63% |
$144K - $163K
|
7.5K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 56.28% |
$401K - $451K
|
29.3K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
64.6KNew |
$2.45M - $2.76M
|
64.6K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$9.51K - $10.7K
|
250
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
938+ 141.69% |
$35.7K - $40.1K
|
1.6K
$64.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.55KNew |
$249K - $280K
|
6.55K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.2K- 13.97% |
$1.41M - $1.59M
|
229K
$9.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.83K- 33.32% |
$69.7K - $78.5K
|
3.67K
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.54KNew |
$249K - $280K
|
6.54K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.59KNew |
$98.5K - $111K
|
2.59K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.4K- 82.35% |
$547K - $616K
|
3.09K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.22K- 98.89% |
$236K - $266K
|
70
$2.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.37K- 28.28% |
$128K - $144K
|
8.54K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.8K+ 415.08% |
$752K - $846K
|
24.5K
$992K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28+ 0.03% |
$1.06K - $1.2K
|
80.9K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$38 - $42.8
|
1
$40.4
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
24.6K+ 70.44% |
$935K - $1.05M
|
59.5K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-243- 2.22% |
$9.24K - $10.4K
|
10.7K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
275+ 275.0% |
$10.5K - $11.8K
|
375
$15.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250New |
$9.51K - $10.7K
|
250
$10.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.82K- 99.89% |
$69.1K - $77.7K
|
2
$80.9
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
490+ 3.59% |
$18.6K - $21K
|
14.1K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.4K+ 9.09% |
$1.31M - $1.47M
|
412K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
65.9KNew |
$2.5M - $2.82M
|
65.9K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-102- 34.58% |
$3.88K - $4.36K
|
193
$7.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
248+ 124.0% |
$9.43K - $10.6K
|
448
$18.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.3K- 1.26% |
$49.4K - $55.6K
|
102K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.31K+ 181.03% |
$354K - $399K
|
14.5K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
667+ 221.59% |
$25.4K - $28.5K
|
968
$39.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
734+ 3.79% |
$27.9K - $31.4K
|
20.1K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.67K+ 1262.88% |
$63.4K - $71.3K
|
1.8K
$72.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 2.97% |
$2.85K - $3.21K
|
2.45K
$99.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$951 - $1.07K
|
25
$1.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.05K- 4.12% |
$39.8K - $44.8K
|
24.3K
$984K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.56KNew |
$363K - $409K
|
9.56K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.79K+ 124.8% |
$258K - $291K
|
12.2K
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.95K+ 8.78% |
$112K - $126K
|
36.5K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 64.37% |
$52.9K - $59.5K
|
770
$31.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30KNew |
$1.14M - $1.28M
|
30K
$1.21M
|