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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
280+ 121.74% |
$13.4K - $15.2K
|
510
$34.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13.6KNew |
$652K - $737K
|
13.6K
$928K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.47KNew |
$214K - $242K
|
4.47K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.59KNew |
$76.2K - $86.2K
|
1.59K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.66K- 6.5% |
$127K - $144K
|
38.2K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
23.8K+ 31.55% |
$1.14M - $1.29M
|
99.4K
$6.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.01K- 43.47% |
$288K - $326K
|
7.81K
$533K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.35% |
$575 - $651
|
3.41K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-82- 0.15% |
$3.93K - $4.45K
|
53.8K
$3.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.72KNew |
$130K - $147K
|
2.72K
$185K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
684+ 15.26% |
$32.8K - $37.1K
|
5.17K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-830- 31.1% |
$39.8K - $45K
|
1.84K
$125K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
988New |
$47.4K - $53.6K
|
988
$67.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33New |
$1.58K - $1.79K
|
33
$2.25K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-548- 88.53% |
$26.3K - $29.7K
|
71
$4.85K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
215New |
$10.3K - $11.7K
|
215
$14.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-284- 4.9% |
$13.6K - $15.4K
|
5.51K
$376K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.2KNew |
$57.5K - $65.1K
|
1.2K
$81.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
72.3KNew |
$3.47M - $3.92M
|
72.3K
$4.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$1.05K - $1.19K
|
22
$1.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 100.0% |
$767 - $868
|
32
$2.18K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1KClosed |
$54.7K - $57.9K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.94KNew |
$96K - $102K
|
1.94K
$132K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-39Closed |
$1.94K - $2.05K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-198- 33.0% |
$9.83K - $10.4K
|
402
$27.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
47.2KNew |
$2.34M - $2.48M
|
47.2K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
70New |
$3.47K - $3.68K
|
70
$4.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
83+ 88.3% |
$4.12K - $4.36K
|
177
$12.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
49New |
$2.43K - $2.57K
|
49
$3.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
134KNew |
$6.63M - $7.02M
|
134K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.92K- 3.41% |
$393K - $416K
|
224K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.0% |
$199 - $210
|
173K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-343- 25.77% |
$17K - $18K
|
988
$67.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
16.9KNew |
$837K - $887K
|
16.9K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40K- 19.86% |
$1.98M - $2.1M
|
161K
$11M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1New |
$49.6 - $52.6
|
1
$68.2
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.45K+ 1.69% |
$121K - $129K
|
147K
$10.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.7K+ 167.84% |
$583K - $617K
|
18.7K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 3.67% |
$9.93K - $10.5K
|
5.25K
$358K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.11KNew |
$55.2K - $58.4K
|
1.11K
$75.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.79KNew |
$387K - $409K
|
7.79K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-13.5K- 84.86% |
$671K - $710K
|
2.41K
$164K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.21KNew |
$159K - $169K
|
3.21K
$219K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-2.12K- 33.04% |
$105K - $112K
|
4.3K
$293K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 147.18% |
$139K - $150K
|
4.99K
$340K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
369New |
$17.3K - $18.6K
|
369
$25.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
244+ 4.74% |
$11.4K - $12.3K
|
5.4K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.09KNew |
$145K - $156K
|
3.09K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$48.3K - $52.1K
|
1.03K
$70.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16.7KNew |
$784K - $845K
|
16.7K
$1.14M
|
|