Latest Institutional Transactions on Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information on the latest institutional transactions involving Invesco Fd Tr Ii Fundamental H (PHB) 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 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 19.42% |
$14K - $14.8K
|
3.32K
$61.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
126KNew |
$2.21M - $2.33M
|
126K
$2.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.07K- 0.79% |
$53.7K - $56.6K
|
386K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.4K+ 3.55% |
$865K - $912K
|
1.44M
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
82.9K+ 107.08% |
$1.45M - $1.53M
|
160K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-97.7K- 36.68% |
$1.71M - $1.8M
|
169K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
392+ 1.67% |
$6.86K - $7.24K
|
23.8K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
59+ 1.31% |
$1.03K - $1.09K
|
4.56K
$83.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
415K+ 188.12% |
$7.27M - $7.67M
|
636K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 28.77% |
$309K - $326K
|
43.7K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.9KNew |
$278K - $294K
|
15.9K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
916+ 5.48% |
$16K - $16.9K
|
17.6K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54K- 77.28% |
$945K - $997K
|
15.9K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43.6K- 45.81% |
$764K - $806K
|
51.6K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.26K+ 9.05% |
$92.1K - $97.1K
|
63.4K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42K+ 32.38% |
$735K - $776K
|
172K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-96.6K- 83.56% |
$1.69M - $1.78M
|
19K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.5K- 69.4% |
$918K - $968K
|
23.1K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.37K- 11.63% |
$112K - $118K
|
48.4K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.25K+ 5.66% |
$109K - $115K
|
117K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
276+ 1.38% |
$4.83K - $5.09K
|
20.2K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.2K- 4.34% |
$249K - $262K
|
314K
$5.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20K+ 34.94% |
$350K - $369K
|
77.3K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-595- 4.89% |
$10.4K - $11K
|
11.6K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-413- 0.05% |
$7.23K - $7.62K
|
787K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 33.8% |
$389K - $410K
|
43.5K
$801K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.48K- 11.8% |
$43.4K - $45.8K
|
18.5K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.34K+ 4.03% |
$58.4K - $61.6K
|
86.1K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
202New |
$3.54K - $3.73K
|
202
$3.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.66K- 4.43% |
$117K - $123K
|
144K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.6K+ 9.42% |
$1.39M - $1.47M
|
925K
$17M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
637+ 66.7% |
$11.1K - $11.8K
|
1.59K
$29.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.32K- 6.55% |
$40.7K - $42.9K
|
33.2K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 2.43% |
$245 - $258
|
563
$10.4K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 43.68% |
$287K - $302K
|
53.9K
$992K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 1.11% |
$70 - $73.8
|
363
$6.69K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.66K- 4.09% |
$81.6K - $86.1K
|
109K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-21.3K- 11.42% |
$373K - $393K
|
165K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.45K+ 6.42% |
$60.4K - $63.7K
|
57.2K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.6K+ 14.46% |
$430K - $454K
|
195K
$3.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-87- 0.64% |
$1.52K - $1.61K
|
13.4K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.08K- 0.9% |
$36.5K - $38.5K
|
230K
$4.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.6K- 9.3% |
$62.9K - $66.4K
|
35.1K
$646K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14+ 1.35% |
$245 - $258
|
1.05K
$19.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.97K- 4.89% |
$34.4K - $36.3K
|
38.3K
$705K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
555New |
$9.71K - $10.2K
|
555
$10.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.32K+ 6.91% |
$40.7K - $42.9K
|
36K
$663K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.51KNew |
$61.4K - $64.8K
|
3.51K
$64.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-8.98K- 42.82% |
$157K - $166K
|
12K
$221K
|