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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$404 - $517
|
12
$520
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 10.64% |
$841 - $1.08K
|
210
$9.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12New |
$404 - $517
|
12
$520
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
210+ 3.21% |
$7.07K - $9.04K
|
6.76K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250New |
$8.41K - $10.8K
|
250
$10.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-359- 2.55% |
$12.1K - $15.5K
|
13.7K
$594K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
772+ 5.47% |
$26K - $33.2K
|
14.9K
$646K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 14.97% |
$62.9K - $80.5K
|
14.4K
$622K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
25.5K+ 212.5% |
$858K - $1.1M
|
37.5K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.5K- 17.36% |
$353K - $452K
|
50K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
442+ 24.57% |
$14.9K - $19K
|
2.24K
$97.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 5.72% |
$42.1K - $53.9K
|
23.1K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.89K+ 5.79% |
$198K - $254K
|
108K
$4.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-607- 3.12% |
$20.4K - $26.1K
|
18.8K
$817K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-886- 8.34% |
$29.8K - $38.2K
|
9.74K
$422K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-569- 44.56% |
$19.1K - $24.5K
|
708
$30.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.8K+ 38.51% |
$94.1K - $120K
|
10.1K
$436K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.36% |
$202 - $258
|
1.66K
$72K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-495- 71.74% |
$18.8K - $21.2K
|
195
$8.45K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.81K+ 4.23% |
$68.9K - $77.5K
|
44.6K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.3KNew |
$87.4K - $98.4K
|
2.3K
$99.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.77K+ 44.47% |
$220K - $247K
|
18.8K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$9.51K - $10.7K
|
250
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.22K- 98.89% |
$236K - $266K
|
70
$3.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.54KNew |
$249K - $280K
|
6.54K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
275+ 275.0% |
$10.5K - $11.8K
|
375
$16.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$38 - $42.8
|
1
$43.4
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-102- 34.58% |
$3.88K - $4.36K
|
193
$8.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.95K+ 8.78% |
$112K - $126K
|
36.5K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.79K+ 124.8% |
$258K - $291K
|
12.2K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.56KNew |
$363K - $409K
|
9.56K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$951 - $1.07K
|
25
$1.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
254New |
$9.66K - $10.9K
|
254
$11K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-750- 50.0% |
$28.5K - $32.1K
|
750
$32.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.31KNew |
$202K - $227K
|
5.31K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.9K- 56.29% |
$451K - $507K
|
9.2K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-430- 5.12% |
$16.3K - $18.4K
|
7.97K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.6KNew |
$98.9K - $111K
|
2.6K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.83K+ 49.54% |
$69.5K - $78.2K
|
5.52K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.9KNew |
$567K - $638K
|
14.9K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
161KNew |
$6.13M - $6.89M
|
161K
$6.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-260- 4.54% |
$9.89K - $11.1K
|
5.47K
$237K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6K+ 1570.16% |
$209K - $279K
|
6.38K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.73KNew |
$200K - $267K
|
5.73K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.9KNew |
$763K - $1.02M
|
21.9K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-700- 5.26% |
$24.4K - $32.6K
|
12.6K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.6KNew |
$543K - $725K
|
15.6K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
111K+ 687.37% |
$3.87M - $5.17M
|
127K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
39New |
$1.36K - $1.82K
|
39
$1.69K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15+ 1.83% |
$523 - $698
|
835
$36.2K
|
|