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 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
4.65KNew |
$305K - $325K
|
4.65K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.24KNew |
$278K - $296K
|
4.24K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.1K+ 91.4% |
$1.26M - $1.34M
|
40.1K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
18K+ 42.23% |
$1.18M - $1.26M
|
60.6K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
139+ 14.07% |
$9.13K - $9.7K
|
1.13K
$74.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.59K+ 21.07% |
$104K - $111K
|
9.14K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
73New |
$4.79K - $5.09K
|
73
$4.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
6.87K+ 0.42% |
$451K - $479K
|
1.65M
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
3.99KNew |
$262K - $278K
|
3.99K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$39.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.84K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
24+ 0.15% |
$1.58K - $1.67K
|
15.7K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10+ 0.2% |
$657 - $698
|
5K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
738+ 5.19% |
$48.5K - $51.5K
|
14.9K
$993K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.97K- 27.79% |
$261K - $277K
|
10.3K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.12K+ 2.27% |
$205K - $218K
|
141K
$9.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.27K+ 2852.55% |
$478K - $508K
|
7.53K
$500K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
18+ 0.57% |
$1.18K - $1.26K
|
3.2K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.23K+ 7.93% |
$80.8K - $85.8K
|
16.7K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
227+ 4.25% |
$14.9K - $15.8K
|
5.57K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
15.3KNew |
$1.01M - $1.07M
|
15.3K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-387- 9.21% |
$25.4K - $27K
|
3.81K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
5.58KNew |
$366K - $389K
|
5.58K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
497New |
$32.6K - $34.7K
|
497
$33K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23K+ 1.6% |
$1.51M - $1.6M
|
1.46M
$96.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
15.4K+ 19.37% |
$1.01M - $1.08M
|
95.1K
$6.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
975K+ 12.59% |
$64M - $68M
|
8.72M
$579M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
904+ 27.55% |
$59.4K - $63.1K
|
4.19K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
15.8K+ 8.76% |
$1.04M - $1.1M
|
196K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.8K+ 19.25% |
$1.7M - $1.8M
|
160K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-33.6K- 2.48% |
$2.21M - $2.34M
|
1.32M
$87.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.32MNew |
$86.8M - $92.3M
|
1.32M
$87.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-24- 0.19% |
$1.58K - $1.67K
|
12.7K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 12.29% |
$9.22M - $9.8M
|
1.28M
$85.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
68+ 5.89% |
$4.47K - $4.75K
|
1.22K
$81.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.42K- 7.16% |
$488K - $518K
|
96.3K
$6.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
100+ 0.12% |
$6.57K - $6.98K
|
85.5K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.7K+ 19.18% |
$112K - $119K
|
10.6K
$702K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.88K+ 3.91% |
$583K - $620K
|
236K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-176- 1.32% |
$11.6K - $12.3K
|
13.2K
$874K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.01KNew |
$197K - $210K
|
3.01K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-705- 1.04% |
$46.3K - $49.2K
|
67.4K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
30.5KNew |
$2M - $2.13M
|
30.5K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.58K- 1.33% |
$169K - $180K
|
191K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
111New |
$7.29K - $7.75K
|
111
$7.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.74K- 26.08% |
$312K - $331K
|
13.4K
$893K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.03K- 10.72% |
$67.8K - $72.1K
|
8.61K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 13.96% |
$841K - $893K
|
104K
$6.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-236- 3.81% |
$15.5K - $16.5K
|
5.96K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
412K+ 476.99% |
$27.1M - $28.8M
|
498K
$33.1M
|