Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (SPHQ) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.73K+ 83.45% |
$598K - $655K
|
21.4K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
658+ 6.89% |
$40.4K - $44.3K
|
10.2K
$673K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
37+ 0.22% |
$2.27K - $2.49K
|
16.6K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3+ 0.06% |
$184 - $202
|
5.22K
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-14.8K- 45.95% |
$912K - $1M
|
17.5K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4KNew |
$639K - $700K
|
10.4K
$685K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
623K+ 43723.23% |
$38.3M - $42M
|
624K
$41.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
41.2KNew |
$2.53M - $2.77M
|
41.2K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
597+ 1.91% |
$36.7K - $40.2K
|
31.8K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.99K- 1.67% |
$122K - $134K
|
117K
$7.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
9.39K+ 4.55% |
$577K - $633K
|
216K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-201- 3.38% |
$12.4K - $13.5K
|
5.75K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
3.74K+ 8.59% |
$230K - $252K
|
47.3K
$3.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.09K+ 51.99% |
$374K - $410K
|
17.8K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.05K+ 224.53% |
$249K - $273K
|
5.85K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
18.3K+ 22.81% |
$1.12M - $1.23M
|
98.3K
$6.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.87K- 21.8% |
$176K - $193K
|
10.3K
$678K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
18K+ 8.62% |
$1.11M - $1.21M
|
227K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
5.51KNew |
$338K - $371K
|
5.51K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.63K- 30.61% |
$161K - $177K
|
5.95K
$392K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.24K- 14.12% |
$76.3K - $83.6K
|
7.55K
$497K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-907- 11.09% |
$55.8K - $61.1K
|
7.27K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.1KNew |
$313K - $343K
|
5.1K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.3K+ 103.89% |
$2.11M - $2.31M
|
67.4K
$4.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 3.71% |
$72.7K - $79.7K
|
33.1K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-86.1K- 14.13% |
$5.29M - $5.8M
|
523K
$34.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.35K+ 7.45% |
$390K - $428K
|
91.6K
$6.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.54K- 28.1% |
$218K - $239K
|
9.07K
$597K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-491- 2.55% |
$30.2K - $33.1K
|
18.8K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
563+ 2.75% |
$34.6K - $37.9K
|
21.1K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-587- 1.46% |
$36.1K - $39.5K
|
39.5K
$2.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
95.9K+ 10954.29% |
$5.89M - $6.46M
|
96.7K
$6.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69.3K+ 6825.49% |
$4.26M - $4.67M
|
70.4K
$4.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-374K- 61.66% |
$23M - $25.2M
|
233K
$15.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
306+ 2.87% |
$18.8K - $20.6K
|
11K
$723K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
883+ 1.2% |
$54.3K - $59.5K
|
74.6K
$4.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.47K+ 3.0% |
$275K - $301K
|
154K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-364- 0.22% |
$22.4K - $24.5K
|
164K
$10.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.42K+ 2.75% |
$87K - $95.4K
|
52.9K
$3.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.5K- 5.9% |
$400K - $438K
|
104K
$6.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.9K+ 4.03% |
$116K - $128K
|
48.9K
$3.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-533- 2.24% |
$32.8K - $35.9K
|
23.3K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9KNew |
$2.21M - $2.42M
|
35.9K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-319- 4.5% |
$19.6K - $21.5K
|
6.77K
$446K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.9K+ 7.82% |
$1.28M - $1.41M
|
288K
$19M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.71K- 1.79% |
$167K - $183K
|
149K
$9.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
123K+ 98.93% |
$7.59M - $8.32M
|
248K
$16.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.58K- 0.93% |
$97.3K - $107K
|
168K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-632- 2.51% |
$38.8K - $42.6K
|
24.5K
$1.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.77K- 87.23% |
$355K - $389K
|
845
$55.7K
|