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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-740Closed |
$34.4K - $39.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
451New |
$21.9K - $24.1K
|
451
$32.3K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
289New |
$14K - $15.4K
|
289
$20.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-82KClosed |
$3.97M - $4.37M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7Closed |
$340 - $374
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-165Closed |
$8K - $8.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
5K+ 1000.0% |
$243K - $267K
|
5.5K
$394K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.9KNew |
$578K - $636K
|
11.9K
$855K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.64KNew |
$128K - $141K
|
2.64K
$190K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
700New |
$34K - $37.4K
|
700
$50.2K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
305New |
$14.8K - $16.3K
|
305
$21.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32KClosed |
$210K - $231K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-386KClosed |
$18.7M - $20.6M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-18.6KClosed |
$901K - $991K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
646KNew |
$31.3M - $34.4M
|
646K
$46.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
5.24KNew |
$254K - $280K
|
5.24K
$376K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.4KClosed |
$310K - $328K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-846Closed |
$40.9K - $43.3K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-18.2KClosed |
$881K - $932K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.5K- 42.8% |
$72.5K - $76.8K
|
2.01K
$144K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
58.8KNew |
$2.84M - $3.01M
|
58.8K
$4.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-493Closed |
$23.8K - $25.2K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-69Closed |
$3.34K - $3.53K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.87KNew |
$218K - $237K
|
4.87K
$349K
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100Closed |
$4.47K - $4.86K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.96KClosed |
$356K - $387K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-933Closed |
$41.7K - $45.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-117KClosed |
$5.25M - $5.7M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
215+ 63.61% |
$9.61K - $10.4K
|
553
$39.7K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-750Closed |
$33.5K - $36.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.28KNew |
$94.7K - $101K
|
2.28K
$163K
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-324KClosed |
$13.5M - $14.4M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$75K - $80K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-13.5KClosed |
$562K - $600K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-8.09KClosed |
$336K - $359K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-6.4KClosed |
$266K - $284K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-487Closed |
$20.3K - $21.6K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-5.31KClosed |
$221K - $236K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-267Closed |
$11.1K - $11.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
597New |
$24.8K - $26.5K
|
597
$42.8K
|
|
|
Apr 28, 2021
Q1 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.21KClosed |
$91.8K - $97.9K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
450New |
$18.7K - $20K
|
450
$32.3K
|
|
|
Apr 19, 2021
Q1 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-295KClosed |
$12.3M - $13.1M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 12, 2024
Q4 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-8.5KClosed |
$315K - $358K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-550Closed |
$20.4K - $23.2K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
550+ 64.48% |
$20.4K - $23.2K
|
1.4K
$101K
|
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.64KClosed |
$60.9K - $69.1K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
31.8KNew |
$1.18M - $1.34M
|
31.8K
$2.28M
|
|
|
Jan 25, 2021
Q4 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.7KClosed |
$546K - $619K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-165KClosed |
$6.13M - $6.95M
|
0
$0
|
|