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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
125KNew |
$3.51M - $5.46M
|
125K
$5.42M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.87KNew |
$165K - $256K
|
5.87K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.4KNew |
$965K - $1.5M
|
34.4K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 7141.38% |
$349K - $543K
|
12.6K
$546K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.62KNew |
$158K - $246K
|
5.62K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
31.2K+ 34.66% |
$875K - $1.36M
|
121K
$5.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-26- 1.06% |
$730 - $1.14K
|
2.43K
$105K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
18.2KNew |
$613K - $785K
|
18.2K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
262+ 10.1% |
$8.82K - $11.3K
|
2.86K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$494K - $632K
|
14.7K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.3K+ 16.4% |
$750K - $959K
|
158K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-529- 33.06% |
$17.8K - $22.8K
|
1.07K
$46.4K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.52K- 90.58% |
$219K - $281K
|
678
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.9KNew |
$503K - $644K
|
14.9K
$648K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-54.5K- 84.48% |
$1.84M - $2.35M
|
10K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.5K- 63.29% |
$624K - $798K
|
10.7K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.3K- 44.0% |
$111K - $142K
|
4.2K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.5K- 79.32% |
$655K - $838K
|
5.07K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.22% |
$33.7 - $43.1
|
449
$19.5K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.08K- 5.38% |
$36.4K - $46.6K
|
19K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-151K- 66.06% |
$5.09M - $6.51M
|
77.7K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-27.8K- 27.32% |
$935K - $1.2M
|
73.9K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-106- 42.4% |
$3.57K - $4.56K
|
144
$6.24K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$841 - $1.08K
|
25
$1.08K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.5KNew |
$421K - $538K
|
12.5K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 54.79% |
$458K - $587K
|
38.5K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$3.37K - $4.31K
|
100
$4.34K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$627K - $802K
|
18.6K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
178+ 8900.0% |
$5.99K - $7.66K
|
180
$7.8K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 11.33% |
$40.8K - $52.2K
|
11.9K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 0.12% |
$404 - $517
|
9.85K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-695- 2.32% |
$23.4K - $29.9K
|
29.3K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.9K- 93.65% |
$3.06M - $3.91M
|
6.16K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-977- 26.61% |
$32.9K - $42.1K
|
2.69K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.24K+ 5.45% |
$109K - $140K
|
62.7K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78+ 0.1% |
$2.62K - $3.36K
|
81K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.97K+ 2.99% |
$66.2K - $84.7K
|
67.8K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.3K- 0.38% |
$43.6K - $55.8K
|
338K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.22K- 39.7% |
$277K - $354K
|
12.5K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 9.72% |
$10.1K - $12.9K
|
2.79K
$121K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.67K+ 66.9% |
$325K - $417K
|
24.1K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
320New |
$10.8K - $13.8K
|
320
$13.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-276- 28.51% |
$9.29K - $11.9K
|
692
$30K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-15.9K- 12.54% |
$536K - $686K
|
111K
$4.82M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.1K- 12.88% |
$1.79M - $2.29M
|
359K
$15.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
174+ 6.71% |
$5.86K - $7.49K
|
2.77K
$120K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.58K+ 14.87% |
$120K - $154K
|
27.7K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.5K- 29.27% |
$84.1K - $108K
|
6.04K
$262K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.98% |
$33.7 - $43.1
|
103
$4.47K
|
|