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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-837- 11.76% |
$51.5K - $56.4K
|
6.28K
$420K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.01KNew |
$431K - $472K
|
7.01K
$469K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
90.2KNew |
$5.55M - $6.08M
|
90.2K
$6.03M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.03K- 5.42% |
$309K - $338K
|
87.7K
$5.86M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15.7K+ 108.3% |
$967K - $1.06M
|
30.3K
$2.02M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
526+ 9.56% |
$32.3K - $35.4K
|
6.03K
$403K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
864+ 0.81% |
$53.1K - $58.2K
|
108K
$7.22M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.4K+ 2.02% |
$270K - $296K
|
223K
$14.9M
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5.88K- 3.36% |
$362K - $396K
|
169K
$11.3M
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.7K+ 7.04% |
$105K - $115K
|
25.9K
$1.73M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.1K+ 111.31% |
$1.36M - $1.49M
|
42K
$2.81M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.59K- 4.16% |
$97.7K - $107K
|
36.6K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.18KNew |
$564K - $618K
|
9.18K
$613K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 24.22% |
$77.8K - $85.2K
|
6.49K
$434K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 38.98% |
$68.3K - $74.8K
|
3.96K
$265K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.13% |
$492 - $539
|
6.15K
$411K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-210- 0.46% |
$12.9K - $14.1K
|
45.2K
$3.02M
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.53K+ 2.28% |
$94.3K - $103K
|
68.7K
$4.59M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.85KNew |
$298K - $327K
|
4.85K
$324K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
195New |
$12K - $13.1K
|
195
$13K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-294- 1.35% |
$18.1K - $19.8K
|
21.4K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-784- 6.15% |
$48.2K - $52.8K
|
12K
$799K
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.12K+ 2.82% |
$68.8K - $75.4K
|
40.7K
$2.72M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
5.4K+ 2.77% |
$332K - $364K
|
200K
$13.4M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
7.51KNew |
$461K - $506K
|
7.51K
$502K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
31.9K+ 10.16% |
$1.96M - $2.15M
|
346K
$23.1M
|
|
Oct 15, 2024
Q3 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
5.73KNew |
$352K - $386K
|
5.73K
$383K
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.07KNew |
$189K - $207K
|
3.07K
$205K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.47K+ 6.88% |
$213K - $233K
|
53.8K
$3.6M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-854- 1.83% |
$52.5K - $57.5K
|
45.7K
$3.06M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.69KNew |
$288K - $316K
|
4.69K
$313K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.37K+ 1.9% |
$145K - $159K
|
127K
$8.48M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-121- 3.02% |
$7.44K - $8.15K
|
3.89K
$260K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-497- 2.07% |
$30.6K - $33.5K
|
23.6K
$1.57M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.3K+ 740.22% |
$326K - $357K
|
6.02K
$402K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
522+ 178.77% |
$32.1K - $35.2K
|
814
$54.4K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
261K+ 3.71% |
$16M - $17.6M
|
7.28M
$487M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.46% |
$1.35K - $1.48K
|
4.76K
$318K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 13.36% |
$1.91K - $2.09K
|
263
$17.6K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-6.84K- 0.87% |
$420K - $461K
|
781K
$52.2M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 3.85% |
$2.21K - $2.42K
|
900
$60.1K
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
36K+ 23.98% |
$2.21M - $2.42M
|
186K
$12.4M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-345- 13.04% |
$21.2K - $23.2K
|
2.3K
$154K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
63+ 1.28% |
$3.87K - $4.24K
|
4.99K
$333K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.08% |
$61.5 - $67.4
|
1.24K
$83.1K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
750+ 18.74% |
$46.1K - $50.5K
|
4.75K
$318K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
188New |
$11.6K - $12.7K
|
188
$12.6K
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-456- 69.3% |
$28K - $30.7K
|
202
$13.5K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-6.48K- 3.95% |
$398K - $436K
|
158K
$10.5M
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 4.69% |
$86.1K - $94.3K
|
31.2K
$2.09M
|