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 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.35KNew |
$206K - $226K
|
3.35K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$61.5 - $67.4
|
363
$24.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.31K+ 37.22% |
$80.6K - $88.4K
|
4.84K
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.15K+ 155.97% |
$317K - $347K
|
8.45K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.05K- 17.54% |
$126K - $138K
|
9.63K
$644K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-6.19K- 0.76% |
$381K - $417K
|
808K
$54M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
275+ 5.36% |
$16.9K - $18.5K
|
5.41K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
63+ 0.27% |
$3.87K - $4.24K
|
23K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.04KNew |
$187K - $205K
|
3.04K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4+ 0.09% |
$246 - $269
|
4.59K
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-32- 0.43% |
$1.97K - $2.16K
|
7.48K
$500K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.67K- 4.92% |
$471K - $516K
|
148K
$9.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.05K+ 32.51% |
$126K - $138K
|
8.34K
$557K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.56K- 1.27% |
$96.1K - $105K
|
121K
$8.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.98K- 4.75% |
$122K - $134K
|
39.8K
$2.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13K+ 4.11% |
$69.3K - $76K
|
28.6K
$1.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
40.8K+ 19.53% |
$2.51M - $2.75M
|
250K
$16.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-509- 3.9% |
$31.3K - $34.3K
|
12.6K
$839K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-71- 0.58% |
$4.36K - $4.78K
|
12.1K
$811K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
17.9K+ 4.85% |
$1.1M - $1.21M
|
386K
$25.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.9K+ 11.85% |
$240K - $263K
|
36.8K
$2.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.73K+ 37.32% |
$168K - $184K
|
10K
$671K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
40+ 0.12% |
$2.46K - $2.69K
|
32.4K
$2.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.25K+ 38.38% |
$200K - $219K
|
11.7K
$783K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.1K- 23.86% |
$928K - $1.02M
|
48.2K
$3.22M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.26% |
$553 - $606
|
3.44K
$230K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-5.03K- 18.79% |
$309K - $339K
|
21.7K
$1.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.1K+ 11.78% |
$252K - $276K
|
39K
$2.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
907+ 26.35% |
$55.8K - $61.1K
|
4.35K
$291K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
181New |
$11.1K - $12.2K
|
181
$12.1K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.66KNew |
$210K - $239K
|
3.66K
$244K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$57.3 - $65.3
|
176
$11.8K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
255New |
$14.6K - $16.7K
|
255
$17K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.12K- 85.19% |
$121K - $138K
|
368
$24.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.05KNew |
$289K - $330K
|
5.05K
$337K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-216KClosed |
$12.4M - $14.1M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-513- 29.86% |
$29.4K - $33.5K
|
1.21K
$80.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.9KNew |
$1.2M - $1.37M
|
20.9K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
356+ 2.35% |
$20.4K - $23.3K
|
15.5K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3- 0.06% |
$172 - $196
|
4.84K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.54K+ 51.24% |
$145K - $166K
|
7.49K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.17K+ 109.56% |
$239K - $272K
|
7.98K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-35.5K- 2.13% |
$2.04M - $2.32M
|
1.63M
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.86K+ 64.29% |
$164K - $187K
|
7.32K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-948- 20.78% |
$54.3K - $61.9K
|
3.62K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
82+ 0.78% |
$4.7K - $5.36K
|
10.6K
$708K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7- 5.47% |
$401 - $457
|
121
$8.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.46KNew |
$199K - $226K
|
3.46K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
653New |
$37.4K - $42.7K
|
653
$43.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 8.16% |
$917 - $1.05K
|
180
$12K
|
|