Latest Institutional Purchases of Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Invesco Phlx (SOXQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
161KNew |
$6.13M - $6.89M
|
161K
$6.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
127KNew |
$4.83M - $5.44M
|
127K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
92.6K+ 2092.56% |
$3.52M - $3.96M
|
97K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
65.9KNew |
$2.5M - $2.82M
|
65.9K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
64.6KNew |
$2.45M - $2.76M
|
64.6K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.4K+ 9.09% |
$1.31M - $1.47M
|
412K
$17.2M
|
|
|
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
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30KNew |
$1.14M - $1.28M
|
30K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
24.6K+ 70.44% |
$935K - $1.05M
|
59.5K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.8K+ 415.08% |
$752K - $846K
|
24.5K
$1.03M
|
|
|
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
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 56.28% |
$401K - $451K
|
29.3K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.56KNew |
$363K - $409K
|
9.56K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.31K+ 181.03% |
$354K - $399K
|
14.5K
$604K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
7.26KNew |
$276K - $311K
|
7.26K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.79K+ 124.8% |
$258K - $291K
|
12.2K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.55KNew |
$249K - $280K
|
6.55K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.54KNew |
$249K - $280K
|
6.54K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.77K+ 44.47% |
$220K - $247K
|
18.8K
$784K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.31KNew |
$202K - $227K
|
5.31K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.21KNew |
$198K - $223K
|
5.21K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.95K+ 8.78% |
$112K - $126K
|
36.5K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.6KNew |
$98.9K - $111K
|
2.6K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.59KNew |
$98.5K - $111K
|
2.59K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.59K+ 51760.0% |
$98.4K - $111K
|
2.59K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.3KNew |
$87.4K - $98.4K
|
2.3K
$96.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.1K+ 20.19% |
$79.7K - $89.7K
|
12.5K
$522K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.83K+ 49.54% |
$69.5K - $78.2K
|
5.52K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.67K+ 1262.88% |
$63.4K - $71.3K
|
1.8K
$75.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 1.5% |
$57.1K - $64.2K
|
102K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.13K+ 0.33% |
$42.8K - $48.1K
|
339K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
938+ 141.69% |
$35.7K - $40.1K
|
1.6K
$66.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
734+ 3.79% |
$27.9K - $31.4K
|
20.1K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
667+ 221.59% |
$25.4K - $28.5K
|
968
$40.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
490+ 3.59% |
$18.6K - $21K
|
14.1K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
275+ 275.0% |
$10.5K - $11.8K
|
375
$15.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
254New |
$9.66K - $10.9K
|
254
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$9.51K - $10.7K
|
250
$10.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250New |
$9.51K - $10.7K
|
250
$10.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
248+ 124.0% |
$9.43K - $10.6K
|
448
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
220+ 15.34% |
$8.36K - $9.41K
|
1.65K
$69.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 97.48% |
$4.41K - $4.96K
|
235
$9.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
45+ 30.0% |
$1.71K - $1.93K
|
195
$8.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28+ 0.03% |
$1.06K - $1.2K
|
80.9K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$951 - $1.07K
|
25
$1.05K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 0.12% |
$456 - $513
|
9.86K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.12% |
$266 - $300
|
5.86K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.07% |
$266 - $300
|
10.6K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$76 - $85.6
|
1.28K
$53.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$38 - $42.8
|
1
$41.8
|