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 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3+ 0.0% |
$197 - $209
|
75.2K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
47.9K+ 25.4% |
$3.15M - $3.35M
|
237K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-315- 0.4% |
$20.7K - $22K
|
78.4K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 30.37% |
$149K - $159K
|
9.76K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-930- 0.77% |
$61.1K - $64.9K
|
121K
$8.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
42.5KNew |
$2.79M - $2.97M
|
42.5K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-410- 5.48% |
$26.9K - $28.6K
|
7.08K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
126New |
$8.27K - $8.79K
|
126
$8.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23.6K- 84.36% |
$1.55M - $1.65M
|
4.37K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
68New |
$4.47K - $4.75K
|
68
$4.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.55KNew |
$496K - $527K
|
7.55K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.2K- 1.38% |
$733K - $779K
|
797K
$52.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.2K+ 304.55% |
$739K - $785K
|
14.9K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.4K- 1.1% |
$817K - $868K
|
1.12M
$74.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.16K+ 18.47% |
$273K - $291K
|
26.7K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.12K+ 17.98% |
$139K - $148K
|
13.9K
$925K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.88K+ 1.84% |
$649K - $689K
|
547K
$36.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.12K+ 28.3% |
$139K - $148K
|
9.61K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.34K+ 3.61% |
$285K - $303K
|
124K
$8.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-647- 0.66% |
$42.5K - $45.2K
|
97.9K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
542+ 14.52% |
$35.6K - $37.8K
|
4.28K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66.8K+ 150.89% |
$4.39M - $4.66M
|
111K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-699- 60.21% |
$45.9K - $48.8K
|
462
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83K+ 19.09% |
$5.45M - $5.79M
|
518K
$34.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-233- 95.49% |
$15.3K - $16.3K
|
11
$731
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 3.69% |
$852K - $906K
|
365K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22.9K+ 8.15% |
$1.51M - $1.6M
|
304K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 0.2% |
$3.28K - $3.49K
|
25.4K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.17KNew |
$76.5K - $81.3K
|
1.17K
$77.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35.8KNew |
$2.35M - $2.5M
|
35.8K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.56K- 8.28% |
$430K - $457K
|
72.6K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.27K+ 58.59% |
$280K - $298K
|
11.6K
$768K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.2K+ 79.2% |
$866K - $920K
|
29.8K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$39.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.5K+ 21.22% |
$1.87M - $1.99M
|
163K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.65K+ 11.95% |
$108K - $115K
|
15.4K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
44.4K+ 60041.89% |
$2.92M - $3.1M
|
44.5K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.8K+ 1.73% |
$3.54M - $3.76M
|
3.17M
$210M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9K+ 5.43% |
$782K - $831K
|
231K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.27KNew |
$215K - $228K
|
3.27K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-40.9K- 73.49% |
$2.68M - $2.85M
|
14.7K
$980K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.6K+ 4.27% |
$2.93M - $3.11M
|
1.09M
$72.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15+ 24.59% |
$985 - $1.05K
|
76
$5.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129K+ 925.12% |
$8.46M - $8.99M
|
143K
$9.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 0.89% |
$7.09M - $7.53M
|
12.3M
$814M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.3K+ 139.35% |
$740K - $786K
|
19.3K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-182- 0.97% |
$12K - $12.7K
|
18.6K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
37.6K+ 7.19% |
$2.47M - $2.62M
|
561K
$37.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.19K- 17.53% |
$144K - $153K
|
10.3K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.84K+ 17.81% |
$186K - $198K
|
18.8K
$1.25M
|