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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 0.12% |
$456 - $513
|
9.86K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
254New |
$9.66K - $10.9K
|
254
$9.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 97.48% |
$4.41K - $4.96K
|
235
$8.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-750- 50.0% |
$28.5K - $32.1K
|
750
$27.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-920- 3.68% |
$35K - $39.4K
|
24.1K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 37.19% |
$492K - $554K
|
21.9K
$807K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.9K- 56.29% |
$451K - $507K
|
9.2K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
127KNew |
$4.83M - $5.44M
|
127K
$4.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.31KNew |
$202K - $227K
|
5.31K
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
7.26KNew |
$276K - $311K
|
7.26K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-89- 0.43% |
$3.38K - $3.81K
|
20.7K
$764K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.1K+ 20.19% |
$79.7K - $89.7K
|
12.5K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-430- 5.12% |
$16.3K - $18.4K
|
7.97K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.6KNew |
$98.9K - $111K
|
2.6K
$95.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$76 - $85.6
|
1.28K
$47.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.58K- 15.53% |
$136K - $153K
|
19.4K
$717K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.83K+ 49.54% |
$69.5K - $78.2K
|
5.52K
$204K
|
|
|
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
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
30.2K+ 91.78% |
$1.15M - $1.29M
|
63.1K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-19K- 61.29% |
$722K - $813K
|
12K
$443K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.21KNew |
$198K - $223K
|
5.21K
$192K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.9K- 29.16% |
$947K - $1.07M
|
60.5K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.12% |
$266 - $300
|
5.86K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.07% |
$266 - $300
|
10.6K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
161KNew |
$6.13M - $6.89M
|
161K
$5.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-260- 4.54% |
$9.89K - $11.1K
|
5.47K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
220+ 15.34% |
$8.36K - $9.41K
|
1.65K
$61K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
111K+ 687.37% |
$3.87M - $5.17M
|
127K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.73KNew |
$200K - $267K
|
5.73K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.9KNew |
$763K - $1.02M
|
21.9K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-700- 5.26% |
$24.4K - $32.6K
|
12.6K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.6KNew |
$543K - $725K
|
15.6K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6K+ 1570.16% |
$209K - $279K
|
6.38K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-894- 5.54% |
$31.1K - $41.6K
|
15.3K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
39New |
$1.36K - $1.82K
|
39
$1.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15+ 1.83% |
$523 - $698
|
835
$30.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.23KNew |
$252K - $336K
|
7.23K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.76K- 43.3% |
$131K - $175K
|
4.92K
$181K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-26- 78.79% |
$906 - $1.21K
|
7
$258
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-71.3K- 74.66% |
$2.48M - $3.32M
|
24.2K
$892K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2K+ 107.59% |
$531K - $709K
|
29.4K
$1.08M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.53KNew |
$221K - $297K
|
6.53K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-885- 7.22% |
$30K - $40.2K
|
11.4K
$419K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
45KNew |
$1.53M - $2.05M
|
45K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.29K+ 7.52% |
$145K - $195K
|
61.4K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20- 9.09% |
$678 - $909
|
200
$7.38K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
269New |
$9.12K - $12.2K
|
269
$9.92K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
16+ 1.29% |
$542 - $728
|
1.26K
$46.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 22.22% |
$271 - $364
|
44
$1.62K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3.36K- 31.45% |
$114K - $153K
|
7.33K
$270K
|
|