Iht Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,891 shares of PHO stock, worth $635,706. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,891

Previous 8,890 0.01%

Holding current value

$635,706

Previous $621,000 3.22%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$69.62 - $73.99 $69 - $73	1 Added 0.01%	8,891 $641,000
Q2 2025 Aug 14, 2025	SELL	$58.13 - $69.92 $15,404 - $18,528	-265 Reduced 2.89%	8,890 $621,000
Q1 2025 May 15, 2025	SELL	$63.77 - $68.75 $32,012 - $34,512	-502 Reduced 5.2%	9,155 $590,000
Q4 2024 Feb 14, 2025	BUY	$65.79 - $72.14 $92,500 - $101,428	1,406 Added 17.04%	9,657 $635,000
Q3 2024 Nov 14, 2024	BUY	$63.82 - $70.54 $9,636 - $10,651	151 Added 1.86%	8,251 $582,000

Q2 2024 Aug 14, 2024	BUY	$63.04 - $68.93 $22,064 - $24,125	350 Added 4.52%	8,100 $525,000
Q1 2024 May 15, 2024	BUY	$58.49 - $66.57 $4,269 - $4,859	73 Added 0.95%	7,750 $515,000
Q4 2023 Feb 14, 2024	SELL	$49.77 - $61.28 $9,904 - $12,194	-199 Reduced 2.53%	7,677 $467,000
Q3 2023 Nov 14, 2023	SELL	$52.79 - $58.32 $52 - $58	-1 Reduced 0.01%	7,876 $418,000
Q2 2023 Aug 14, 2023	BUY	$51.27 - $56.39 $16,765 - $18,439	327 Added 4.33%	7,877 $444,000
Q1 2023 May 15, 2023	BUY	$50.61 - $55.5 $101 - $111	2 Added 0.03%	7,550 $402,000
Q4 2022 Feb 14, 2023	SELL	$45.7 - $53.8 $53,560 - $63,053	-1,172 Reduced 13.44%	7,548 $389,000
Q3 2022 Nov 22, 2022	BUY	$45.75 - $54.57 $18,071 - $21,555	395 Added 4.74%	8,720 $399,000
Q2 2022 Aug 15, 2022	BUY	$43.41 - $53.73 $15,671 - $19,396	361 Added 4.53%	8,325 $385,000
Q1 2022 May 16, 2022	BUY	$49.6 - $59.81 $31,347 - $37,799	632 Added 8.62%	7,964 $422,000
Q4 2021 Feb 14, 2022	BUY	$54.71 - $60.84 $25,440 - $28,290	465 Added 6.77%	7,332 $446,000
Q3 2021 Nov 15, 2021	BUY	$53.8 - $59.62 $369,444 - $409,410	6,867 New	6,867 $376,000

Others Institutions Holding PHO

# of Institutions

433

Shares Held

13.2M

Call Options Held

5.1K

Put Options Held

8.8K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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Iht Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History