Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (SPGP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (SPGP) 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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
23.1K+ 178.36% |
$2.18M - $2.47M
|
36.1K
$4.08M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$18.8K - $21.3K
|
200
$22.6K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.91KNew |
$275K - $310K
|
2.91K
$329K
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.37KNew |
$224K - $253K
|
2.37K
$268K
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.97KNew |
$185K - $209K
|
1.97K
$222K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
546New |
$51.4K - $58.1K
|
546
$61.6K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
132New |
$12.4K - $14.1K
|
132
$14.9K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
143KNew |
$13.4M - $15.2M
|
143K
$16.1M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
229New |
$21.6K - $24.4K
|
229
$25.8K
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
8.48KNew |
$799K - $903K
|
8.48K
$957K
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3.19K- 10.05% |
$300K - $340K
|
28.5K
$3.22M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
353+ 9.9% |
$33.3K - $37.6K
|
3.92K
$442K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-62- 9.57% |
$5.84K - $6.6K
|
586
$66.1K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-166- 99.4% |
$15.6K - $17.7K
|
1
$113
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
260New |
$24.5K - $27.7K
|
260
$29.3K
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$2.36K - $2.66K
|
25
$2.82K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
91New |
$8.57K - $9.69K
|
91
$10.3K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2KNew |
$189K - $213K
|
2K
$226K
|
|
Q4 2023 | |||||||
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
115New |
$9.95K - $11.4K
|
115
$13K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-127- 2.95% |
$11K - $12.6K
|
4.18K
$472K
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-679- 2.02% |
$58.8K - $67.3K
|
33K
$3.72M
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
154New |
$13.3K - $15.3K
|
154
$17.4K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
355New |
$30.7K - $35.2K
|
355
$40.1K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.3K- 32.18% |
$2.36M - $2.7M
|
57.4K
$6.48M
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-24.3K- 24.27% |
$2.1M - $2.41M
|
75.7K
$8.55M
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.35KNew |
$203K - $233K
|
2.35K
$265K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
25.7KNew |
$2.22M - $2.54M
|
25.7K
$2.9M
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
66+ 2.02% |
$5.71K - $6.54K
|
3.34K
$377K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
393+ 38.16% |
$34K - $39K
|
1.42K
$161K
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.67K+ 26.55% |
$404K - $463K
|
22.3K
$2.51M
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
18New |
$1.56K - $1.78K
|
18
$2.03K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
673+ 12.12% |
$58.2K - $66.7K
|
6.23K
$703K
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.15K- 4.59% |
$99.5K - $114K
|
23.9K
$2.7M
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
73+ 0.84% |
$6.32K - $7.24K
|
8.77K
$989K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
154New |
$13.3K - $15.3K
|
154
$17.4K
|
|
Q3 2023 | |||||||
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.47K+ 40.85% |
$131K - $142K
|
5.08K
$573K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78New |
$6.94K - $7.5K
|
78
$8.8K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
600New |
$53.4K - $57.7K
|
600
$67.7K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4KNew |
$356K - $385K
|
4K
$451K
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-35.4K- 26.45% |
$3.15M - $3.4M
|
98.4K
$11.1M
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-513- 16.63% |
$45.7K - $49.3K
|
2.57K
$290K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.4K+ 15.67% |
$748K - $808K
|
62K
$7M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.76KNew |
$335K - $362K
|
3.76K
$425K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
285New |
$25.4K - $27.4K
|
285
$32.2K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.95K+ 72.45% |
$262K - $283K
|
7.01K
$791K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
407New |
$36.2K - $39.1K
|
407
$45.9K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
129K+ 1096.74% |
$11.5M - $12.4M
|
141K
$15.9M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
216+ 526.83% |
$19.2K - $20.8K
|
257
$29K
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
136KNew |
$12.1M - $13M
|
136K
$15.3M
|
|
Q2 2023 | |||||||
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
3.66KNew |
$305K - $332K
|
3.66K
$413K
|