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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-143- 37.34% |
$2.58K - $2.62K
|
240
$4.43K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$5.4K - $5.49K
|
300
$5.54K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.12K- 3.91% |
$20.1K - $20.5K
|
27.5K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.51K+ 2.32% |
$45.1K - $45.9K
|
110K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.99K- 0.75% |
$108K - $110K
|
788K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.23K- 7.93% |
$58.1K - $59.1K
|
37.5K
$692K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-548K- 99.56% |
$9.87M - $10M
|
2.41K
$44.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.56K+ 24.28% |
$136K - $138K
|
38.7K
$714K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-147- 33.79% |
$2.65K - $2.69K
|
288
$5.31K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.34K+ 88.18% |
$42.1K - $42.8K
|
4.99K
$92K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.3KNew |
$1.72M - $1.74M
|
95.3K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-115- 0.21% |
$2.07K - $2.11K
|
53.7K
$991K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
476+ 4.59% |
$8.57K - $8.72K
|
10.8K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.62K- 1.95% |
$83.1K - $84.5K
|
232K
$4.28M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.62K- 1.95% |
$83.1K - $84.5K
|
232K
$4.28M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.26% |
$180 - $183
|
3.8K
$70.2K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.53K- 12.98% |
$27.6K - $28.1K
|
10.3K
$190K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117K- 96.6% |
$2.11M - $2.14M
|
4.12K
$76K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.8K+ 7.47% |
$1.06M - $1.08M
|
845K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.72K- 14.3% |
$121K - $123K
|
40.3K
$743K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
137K+ 63.98% |
$2.48M - $2.52M
|
352K
$6.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20K+ 13.3% |
$360K - $366K
|
170K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
300New |
$5.4K - $5.49K
|
300
$5.54K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-6K- 22.22% |
$108K - $110K
|
21K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-184- 3.93% |
$3.31K - $3.37K
|
4.5K
$83K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.18K+ 14.18% |
$75.3K - $76.5K
|
33.7K
$621K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
127New |
$2.29K - $2.33K
|
127
$2.34K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-342- 2.47% |
$6.16K - $6.26K
|
13.5K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-625- 16.62% |
$11.3K - $11.4K
|
3.14K
$57.8K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.35K- 4.48% |
$96.4K - $98K
|
114K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.91K+ 73.86% |
$160K - $163K
|
21K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 11.36% |
$828 - $842
|
359
$6.62K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 25.13% |
$1.97M - $2M
|
326K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.45K- 1.16% |
$44.2K - $44.9K
|
209K
$3.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.04K- 50.0% |
$18.6K - $19K
|
1.04K
$19.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15KNew |
$270K - $274K
|
15K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.97K- 14.96% |
$71.5K - $72.7K
|
22.5K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.75K+ 14.44% |
$31.5K - $32K
|
13.9K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.03K- 9.14% |
$18.5K - $18.8K
|
10.2K
$189K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-144- 4.33% |
$2.59K - $2.64K
|
3.18K
$58.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-3.41K- 6.19% |
$61.4K - $62.4K
|
51.7K
$953K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.4KNew |
$278K - $282K
|
15.4K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-496- 0.16% |
$8.93K - $9.08K
|
314K
$5.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 110800.0% |
$20K - $20.3K
|
1.11K
$20.5K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.1K- 18.38% |
$218K - $224K
|
53.6K
$989K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-22.8KClosed |
$412K - $423K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
887New |
$16K - $16.4K
|
887
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-15.5K- 60.12% |
$280K - $287K
|
10.3K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.59K- 6.34% |
$137K - $141K
|
112K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-875- 6.17% |
$15.8K - $16.2K
|
13.3K
$246K
|
|