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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250New |
$7.7K - $10.2K
|
250
$11.2K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216+ 3.07% |
$6.65K - $8.79K
|
7.24K
$324K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
143New |
$4.4K - $5.82K
|
143
$6.39K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
125New |
$3.85K - $5.09K
|
125
$5.59K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
94New |
$2.9K - $3.83K
|
94
$4.2K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
34New |
$1.05K - $1.38K
|
34
$1.52K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33New |
$1.02K - $1.34K
|
33
$1.48K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32New |
$986 - $1.3K
|
32
$1.43K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5New |
$154 - $204
|
5
$224
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
501New |
$13.1K - $15.3K
|
501
$22.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
329New |
$8.63K - $10K
|
329
$14.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$26.2 - $30.4
|
494
$22.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.33KNew |
$168K - $216K
|
7.33K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
6.8KNew |
$156K - $201K
|
6.8K
$304K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.8KNew |
$320K - $420K
|
18.8K
$842K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.5KNew |
$42.5K - $55.8K
|
2.5K
$112K
|
|