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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
22.4KNew |
$690K - $912K
|
22.4K
$978K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-956- 0.28% |
$29.4K - $38.9K
|
340K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6KNew |
$185K - $244K
|
6K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.37KNew |
$196K - $259K
|
6.37K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21New |
$647 - $855
|
21
$917
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.4K- 12.54% |
$966K - $1.28M
|
219K
$9.56M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
250+ 25000.0% |
$7.7K - $10.2K
|
251
$11K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
70+ 200.0% |
$2.16K - $2.85K
|
105
$4.59K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.85KNew |
$303K - $401K
|
9.85K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
820New |
$25.3K - $33.4K
|
820
$35.8K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.27K- 39.98% |
$132K - $174K
|
6.42K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
186KNew |
$5.74M - $7.59M
|
186K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
94New |
$2.9K - $3.83K
|
94
$4.11K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 122.33% |
$357K - $473K
|
21.1K
$921K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
125New |
$3.85K - $5.09K
|
125
$5.46K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.6KNew |
$787K - $1.04M
|
25.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 12.05% |
$345K - $456K
|
104K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.57KNew |
$172K - $227K
|
5.57K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
97.7KNew |
$3.01M - $3.98M
|
97.7K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216+ 3.07% |
$6.65K - $8.79K
|
7.24K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.01K+ 32.71% |
$61.8K - $81.7K
|
8.15K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250New |
$7.7K - $10.2K
|
250
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5KNew |
$938K - $1.24M
|
30.5K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
128+ 2.66% |
$3.94K - $5.21K
|
4.95K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.23K+ 24.99% |
$130K - $172K
|
21.2K
$925K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
61.2K+ 381.39% |
$1.89M - $2.49M
|
77.3K
$3.38M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
265New |
$8.16K - $10.8K
|
265
$11.6K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$30.8 - $40.7
|
1
$43.7
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32New |
$986 - $1.3K
|
32
$1.4K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
10.4K+ 49.94% |
$319K - $422K
|
31.1K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36New |
$1.11K - $1.47K
|
36
$1.57K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.1K+ 98.0% |
$2.25M - $2.98M
|
148K
$6.45M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.04K- 11.38% |
$32.1K - $42.4K
|
8.11K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
57.1KNew |
$1.76M - $2.32M
|
57.1K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.98K+ 41.03% |
$123K - $162K
|
13.7K
$598K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.9K+ 609.87% |
$830K - $1.1M
|
31.4K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.1KNew |
$310K - $410K
|
10.1K
$440K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.3KNew |
$377K - $499K
|
12.3K
$535K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9KNew |
$367K - $486K
|
11.9K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
49.9K+ 167.76% |
$1.54M - $2.03M
|
79.6K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
34New |
$1.05K - $1.38K
|
34
$1.49K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.4KNew |
$999K - $1.32M
|
32.4K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
220New |
$6.78K - $8.96K
|
220
$9.61K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.62KNew |
$204K - $269K
|
6.62K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.05K+ 15.36% |
$156K - $206K
|
38K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
33New |
$1.02K - $1.34K
|
33
$1.44K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.52KNew |
$201K - $265K
|
6.52K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.7KNew |
$237K - $314K
|
7.7K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39.4K- 44.07% |
$1.21M - $1.6M
|
50K
$2.18M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
75.3K+ 221.89% |
$2.32M - $3.07M
|
109K
$4.77M
|
|