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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.17K- 4.44% |
$38.9K - $40.4K
|
46.7K
$845K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.37K+ 2.56% |
$24.5K - $25.4K
|
54.6K
$987K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-3.82K- 12.4% |
$68.5K - $71.1K
|
27K
$488K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.49% |
$89.7 - $93.1
|
1.03K
$18.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
517+ 1.94% |
$9.27K - $9.62K
|
27.1K
$490K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
38+ 1.12% |
$681 - $707
|
3.42K
$61.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1- 0.18% |
$17.9 - $18.6
|
566
$10.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2New |
$35.9 - $37.2
|
2
$36.2
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
20New |
$359 - $372
|
20
$362
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
27+ 0.23% |
$484 - $502
|
11.6K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-6.31K- 8.83% |
$113K - $117K
|
65.1K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.33K- 28.71% |
$23.9K - $24.8K
|
3.31K
$59.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.65K+ 5.74% |
$119K - $124K
|
123K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 3.72% |
$218K - $226K
|
339K
$6.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
27.5K+ 10.16% |
$493K - $512K
|
298K
$5.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 90.71% |
$210K - $218K
|
24.7K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.81K+ 42.28% |
$140K - $145K
|
26.3K
$475K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.82K- 9.12% |
$50.6K - $52.5K
|
28.1K
$509K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
68+ 1.49% |
$1.22K - $1.27K
|
4.63K
$83.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
215+ 1.97% |
$3.85K - $4K
|
11.1K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.8K+ 53.65% |
$318K - $330K
|
50.8K
$920K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.5K+ 8.62% |
$224K - $232K
|
157K
$2.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
104New |
$1.86K - $1.94K
|
104
$1.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10.1K- 4.71% |
$182K - $189K
|
205K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.63K+ 5.48% |
$47.2K - $49K
|
50.7K
$918K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
90.7K+ 52.53% |
$1.63M - $1.69M
|
263K
$4.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$126 - $130
|
12.7K
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$216K - $225K
|
12.1K
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
777+ 2.02% |
$13.9K - $14.5K
|
39.2K
$709K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.84K+ 3.63% |
$123K - $127K
|
195K
$3.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
720+ 1.89% |
$12.9K - $13.4K
|
38.7K
$701K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.02K+ 257.95% |
$54.1K - $56.2K
|
4.19K
$75.8K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-102- 0.67% |
$1.83K - $1.9K
|
15.2K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-289- 7.4% |
$5.18K - $5.38K
|
3.62K
$65.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
932+ 3.75% |
$16.7K - $17.3K
|
25.8K
$466K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10.4K- 7.77% |
$186K - $193K
|
123K
$2.22M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.54K+ 1.38% |
$45.6K - $47.3K
|
187K
$3.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.65K- 7.01% |
$65.5K - $68K
|
48.4K
$876K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
295+ 1.55% |
$5.29K - $5.49K
|
19.4K
$350K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59+ 103.51% |
$1.05K - $1.07K
|
116
$2.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.7KNew |
$1.02M - $1.05M
|
57.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
448New |
$7.95K - $8.13K
|
448
$8.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
16.7K+ 5.97% |
$296K - $303K
|
296K
$5.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.3KNew |
$485K - $496K
|
27.3K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1KNew |
$19.5K - $20K
|
1.1K
$19.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.85K- 3.22% |
$50.5K - $51.7K
|
85.7K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
158New |
$2.8K - $2.87K
|
158
$2.86K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69New |
$1.22K - $1.25K
|
69
$1.25K
|
|