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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-21- 0.13% |
$1.2K - $1.37K
|
15.6K
$1.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-43- 0.82% |
$2.47K - $2.81K
|
5.23K
$375K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
284+ 1.43% |
$16.3K - $18.6K
|
20.2K
$1.45M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-423- 76.63% |
$22.5K - $25.6K
|
129
$9.25K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
822New |
$43.7K - $49.7K
|
822
$58.9K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
114New |
$6.06K - $6.89K
|
114
$8.17K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
89New |
$4.73K - $5.38K
|
89
$6.38K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.21M- 95.5% |
$64.4M - $73.2M
|
57.1K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66New |
$3.51K - $3.99K
|
66
$4.73K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-185K- 82.58% |
$9.82M - $11.2M
|
38.9K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.56K- 1.0% |
$136K - $155K
|
253K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 58.27% |
$6.58M - $7.49M
|
336K
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$336K - $382K
|
6.32K
$453K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
129New |
$6.86K - $7.8K
|
129
$9.25K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10New |
$532 - $605
|
10
$717
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 1.61% |
$75.8K - $86.2K
|
89.7K
$6.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
75+ 2.5% |
$3.99K - $4.54K
|
3.08K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
187New |
$9.94K - $11.3K
|
187
$13.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1KNew |
$53.2K - $60.5K
|
1K
$71.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$92.7K - $105K
|
1.74K
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.5KNew |
$239K - $272K
|
4.5K
$322K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
111New |
$5.9K - $6.71K
|
111
$7.96K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
264New |
$14K - $16K
|
264
$18.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.44KNew |
$183K - $208K
|
3.44K
$246K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.68KNew |
$195K - $222K
|
3.68K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
20+ 0.29% |
$1.06K - $1.21K
|
6.97K
$500K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
789New |
$42K - $47.7K
|
789
$56.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
406New |
$21.6K - $24.6K
|
406
$29.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.15KNew |
$274K - $312K
|
5.15K
$369K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-278- 5.32% |
$14.8K - $16.8K
|
4.95K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-551- 11.43% |
$29.3K - $33.3K
|
4.27K
$306K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30New |
$1.6K - $1.81K
|
30
$2.15K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
133KNew |
$6.36M - $7.2M
|
133K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
33.3KNew |
$1.59M - $1.8M
|
33.3K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.8KNew |
$757K - $856K
|
15.8K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-40- 90.91% |
$1.92K - $2.17K
|
4
$287
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.43K+ 82.62% |
$356K - $403K
|
16.4K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 13.78% |
$97.6K - $110K
|
12.7K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-10.4K- 14.88% |
$500K - $566K
|
59.6K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
165New |
$7.91K - $8.95K
|
165
$11.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
222KNew |
$10.6M - $12M
|
222K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
3.84KNew |
$184K - $208K
|
3.84K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.31KNew |
$207K - $234K
|
4.31K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
280+ 121.74% |
$13.4K - $15.2K
|
510
$36.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.47KNew |
$214K - $242K
|
4.47K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13.6KNew |
$652K - $737K
|
13.6K
$975K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.66K- 6.5% |
$127K - $144K
|
38.2K
$2.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.59KNew |
$76.2K - $86.2K
|
1.59K
$114K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
23.8K+ 31.55% |
$1.14M - $1.29M
|
99.4K
$7.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.35% |
$575 - $651
|
3.41K
$244K
|
|