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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.29K- 19.22% |
$64.3K - $100K
|
9.63K
$431K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.14K+ 292.9% |
$88.1K - $137K
|
4.21K
$188K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.77K+ 35.58% |
$190K - $296K
|
25.8K
$1.15M
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-5K- 6.76% |
$140K - $218K
|
68.9K
$3.08M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.4KNew |
$432K - $671K
|
15.4K
$688K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.69K+ 52.38% |
$216K - $336K
|
22.4K
$1M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
168K+ 215.61% |
$4.7M - $7.32M
|
245K
$11M
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.79KNew |
$106K - $165K
|
3.79K
$169K
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
231+ 8.09% |
$6.48K - $10.1K
|
3.09K
$138K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
36.9K+ 599.71% |
$1.04M - $1.61M
|
43.1K
$1.93M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 9.53% |
$423K - $658K
|
173K
$7.74M
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$308K - $479K
|
11K
$491K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.3K+ 203.67% |
$290K - $451K
|
15.4K
$689K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-90- 13.27% |
$2.53K - $3.93K
|
588
$26.3K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.52K- 32.74% |
$98.8K - $154K
|
7.23K
$323K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.7K+ 66.34% |
$188K - $293K
|
16.8K
$751K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.5K- 74.09% |
$801K - $1.25M
|
9.97K
$446K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.1K- 51.64% |
$424K - $660K
|
14.2K
$633K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
505+ 112.47% |
$14.2K - $22K
|
954
$42.7K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.82K+ 4.24% |
$50.9K - $79.2K
|
44.6K
$2M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.91KNew |
$222K - $345K
|
7.91K
$354K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.25KNew |
$91.2K - $142K
|
3.25K
$145K
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-101K- 90.85% |
$2.84M - $4.41M
|
10.2K
$455K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 182.83% |
$409K - $636K
|
22.6K
$1.01M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.6K+ 16.24% |
$44.9K - $69.9K
|
11.5K
$512K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
95+ 13.77% |
$2.67K - $4.15K
|
785
$35.1K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.3K- 11.21% |
$1.13M - $1.76M
|
319K
$14.3M
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.81KNew |
$135K - $210K
|
4.81K
$215K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.34K- 83.99% |
$65.7K - $102K
|
446
$19.9K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7.01K+ 11.17% |
$197K - $306K
|
69.8K
$3.12M
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
12.8K+ 70.49% |
$361K - $561K
|
31.1K
$1.39M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
305+ 5.05% |
$8.56K - $13.3K
|
6.34K
$284K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
91+ 3.29% |
$2.55K - $3.97K
|
2.86K
$128K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.1KNew |
$255K - $397K
|
9.1K
$407K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 443.44% |
$3M - $4.67M
|
131K
$5.86M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.47KNew |
$154K - $239K
|
5.47K
$245K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-566- 21.01% |
$15.9K - $24.7K
|
2.13K
$95.2K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-347- 15.48% |
$9.74K - $15.2K
|
1.89K
$84.7K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-70- 0.25% |
$1.96K - $3.06K
|
27.6K
$1.23M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
594+ 0.55% |
$16.7K - $25.9K
|
108K
$4.84M
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-28K- 74.67% |
$786K - $1.22M
|
9.5K
$425K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 43.82% |
$284K - $442K
|
33.3K
$1.49M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
923+ 6.2% |
$25.9K - $40.3K
|
15.8K
$707K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.6KNew |
$185K - $288K
|
6.6K
$295K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
620+ 6.17% |
$17.4K - $27.1K
|
10.7K
$477K
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
31+ 0.23% |
$870 - $1.35K
|
13.7K
$614K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
4.06KNew |
$114K - $177K
|
4.06K
$182K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 119275.0% |
$402K - $625K
|
14.3K
$641K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
200New |
$5.61K - $8.73K
|
200
$8.94K
|