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 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.37K+ 5.99% |
$24.2K - $24.8K
|
24.2K
$446K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-136- 0.49% |
$2.41K - $2.47K
|
27.5K
$507K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-313K- 4.88% |
$5.55M - $5.68M
|
6.1M
$113M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.27K+ 20.78% |
$147K - $150K
|
48.1K
$887K
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
64.8K+ 48.78% |
$1.15M - $1.17M
|
198K
$3.65M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.8K- 4.26% |
$990K - $1.01M
|
1.25M
$23.2M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-440- 0.68% |
$7.81K - $7.98K
|
64.5K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.22K- 13.16% |
$110K - $113K
|
41.1K
$758K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.35K- 7.85% |
$23.9K - $24.5K
|
15.9K
$293K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-140- 93.96% |
$2.48K - $2.54K
|
9
$166
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.59K- 6.61% |
$99.2K - $101K
|
79.1K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2K+ 2.82% |
$35.4K - $36.2K
|
73K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7+ 0.27% |
$124 - $127
|
2.64K
$48.7K
|
|
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
$2.92K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.85K- 3.22% |
$50.5K - $51.7K
|
85.7K
$1.58M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
346+ 2.04% |
$6.14K - $6.28K
|
17.3K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.75K- 23.74% |
$120K - $122K
|
21.7K
$400K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69New |
$1.22K - $1.25K
|
69
$1.27K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.54% |
$53.2 - $54.4
|
560
$10.3K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 2.84% |
$25.4K - $26K
|
48.9K
$902K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-161- 0.43% |
$2.86K - $2.92K
|
37.3K
$689K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 2.68% |
$205K - $210K
|
420K
$7.76M
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
101KNew |
$1.79M - $1.83M
|
101K
$1.86M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.9K+ 9.17% |
$1.19M - $1.21M
|
796K
$14.7M
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.25K+ 2.28% |
$93.1K - $95.2K
|
235K
$4.35M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
568New |
$10.1K - $10.3K
|
568
$10.5K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
65+ 1.96% |
$1.15K - $1.18K
|
3.39K
$62.5K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
19+ 0.17% |
$337 - $345
|
11.3K
$209K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
116KNew |
$2.06M - $2.1M
|
116K
$2.14M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-104- 0.89% |
$1.84K - $1.89K
|
11.6K
$214K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
155K+ 40.76% |
$2.74M - $2.8M
|
534K
$9.85M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-706- 87.16% |
$12.5K - $12.8K
|
104
$1.92K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 1.43% |
$142 - $145
|
567
$10.5K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
44.2KNew |
$785K - $803K
|
44.2K
$817K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39New |
$692 - $707
|
39
$720
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 60.0% |
$852 - $871
|
128
$2.36K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-437- 0.81% |
$7.75K - $7.93K
|
53.2K
$982K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.02K- 15.88% |
$89K - $91K
|
26.6K
$491K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.75K- 2.39% |
$31K - $31.7K
|
71.4K
$1.32M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.64K- 8.06% |
$136K - $139K
|
87.1K
$1.61M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
300New |
$5.32K - $5.44K
|
300
$5.54K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
36.8K+ 11.85% |
$653K - $667K
|
347K
$6.41M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.25K+ 2.28% |
$93.1K - $95.2K
|
235K
$4.35M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-57- 1.21% |
$1.01K - $1.03K
|
4.65K
$85.8K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
46+ 0.23% |
$816 - $834
|
19.8K
$365K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
61+ 3.14% |
$1.09K - $1.11K
|
2K
$37K
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-3.93K- 11.3% |
$70.5K - $71.5K
|
30.8K
$569K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28K+ 273.92% |
$503K - $510K
|
38.3K
$706K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 3.26% |
$431 - $437
|
712
$13.1K
|