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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
653New |
$37.4K - $42.7K
|
653
$43K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 11.87% |
$139K - $159K
|
18.1K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
11.1K+ 0.78% |
$634K - $723K
|
1.43M
$94.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.1K+ 23.47% |
$2.87M - $3.27M
|
264K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.46KNew |
$199K - $226K
|
3.46K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.01K+ 763.12% |
$230K - $262K
|
4.54K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-386- 7.32% |
$22.1K - $25.2K
|
4.89K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-256- 0.37% |
$14.7K - $16.7K
|
69.6K
$4.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
20.2KNew |
$1.16M - $1.32M
|
20.2K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.96K+ 2.56% |
$284K - $324K
|
199K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
14K+ 3.41% |
$802K - $914K
|
425K
$28M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.56K+ 16.08% |
$89.7K - $102K
|
11.3K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
37.6K+ 8.06% |
$2.16M - $2.46M
|
504K
$33.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.59K+ 112.26% |
$492K - $561K
|
16.2K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-348- 9.59% |
$20K - $22.7K
|
3.28K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-113K- 89.01% |
$6.45M - $7.35M
|
13.9K
$915K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.66K- 5.45% |
$95.2K - $109K
|
28.8K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.07K+ 54.87% |
$290K - $331K
|
14.3K
$942K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
257New |
$14.7K - $16.8K
|
257
$16.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
114K+ 662.78% |
$6.56M - $7.47M
|
132K
$8.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
15+ 0.18% |
$860 - $980
|
8.18K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.4K+ 10.74% |
$656K - $747K
|
118K
$7.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.91K+ 132.17% |
$167K - $190K
|
5.1K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
266+ 2.21% |
$15.2K - $17.4K
|
12.3K
$809K
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
3.29K+ 3.73% |
$189K - $215K
|
91.5K
$6.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-392- 1.54% |
$22.5K - $25.6K
|
25K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.91K+ 344.66% |
$339K - $386K
|
7.63K
$502K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.36K+ 18.87% |
$307K - $350K
|
33.7K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.95K- 1.37% |
$112K - $128K
|
140K
$9.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
149+ 0.19% |
$8.54K - $9.74K
|
79.6K
$5.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.4K+ 3.66% |
$883K - $1.01M
|
436K
$28.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.3KNew |
$189K - $216K
|
3.3K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
51+ 1.13% |
$2.92K - $3.33K
|
4.56K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 8.16% |
$917 - $1.05K
|
180
$11.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
76.1K+ 85.46% |
$4.36M - $4.97M
|
165K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
122+ 0.16% |
$6.99K - $7.97K
|
78.4K
$5.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-71K- 42.66% |
$4.07M - $4.64M
|
95.4K
$6.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.93K- 4.17% |
$512K - $584K
|
205K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.9K+ 5.75% |
$968K - $1.1M
|
311K
$20.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
671+ 6.61% |
$38.5K - $43.8K
|
10.8K
$713K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
55.6K+ 4.71% |
$3.19M - $3.63M
|
1.24M
$81.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-70- 1.29% |
$4.01K - $4.57K
|
5.36K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-551- 5.3% |
$31.6K - $36K
|
9.84K
$648K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3K- 27.99% |
$172K - $196K
|
7.72K
$509K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.35K- 0.55% |
$307K - $350K
|
971K
$64M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
10.5KNew |
$603K - $687K
|
10.5K
$693K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
238+ 4.62% |
$13.6K - $15.6K
|
5.39K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 33.07% |
$168K - $191K
|
11.8K
$776K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
318KNew |
$18.2M - $20.7M
|
318K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.2K- 16.55% |
$413K - $470K
|
36.3K
$2.39M
|