Latest Institutional Purchases of Invesco Fd Tr Ii Fundamental H (PHB)
This list provides information on the latest institutional transactions involving Invesco Fd Tr Ii Fundamental H (PHB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
90.7K+ 52.53% |
$1.63M - $1.69M
|
263K
$4.86M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
27.5K+ 10.16% |
$493K - $512K
|
298K
$5.51M
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.8K+ 53.65% |
$318K - $330K
|
50.8K
$938K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.5K+ 8.62% |
$224K - $232K
|
157K
$2.9M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 3.72% |
$218K - $226K
|
339K
$6.25M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$216K - $225K
|
12.1K
$223K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 90.71% |
$210K - $218K
|
24.7K
$456K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.81K+ 42.28% |
$140K - $145K
|
26.3K
$485K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.84K+ 3.63% |
$123K - $127K
|
195K
$3.61M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.02K+ 257.95% |
$54.1K - $56.2K
|
4.19K
$77.3K
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.63K+ 5.48% |
$47.2K - $49K
|
50.7K
$936K
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.54K+ 1.38% |
$45.6K - $47.3K
|
187K
$3.46M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
932+ 3.75% |
$16.7K - $17.3K
|
25.8K
$476K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
777+ 2.02% |
$13.9K - $14.5K
|
39.2K
$723K
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
720+ 1.89% |
$12.9K - $13.4K
|
38.7K
$715K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
295+ 1.55% |
$5.29K - $5.49K
|
19.4K
$358K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
215+ 1.97% |
$3.85K - $4K
|
11.1K
$205K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
104New |
$1.86K - $1.94K
|
104
$1.92K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
68+ 1.49% |
$1.22K - $1.27K
|
4.63K
$85.5K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
663KNew |
$11.8M - $12M
|
663K
$12.2M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
155K+ 40.76% |
$2.74M - $2.8M
|
534K
$9.85M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
116KNew |
$2.06M - $2.1M
|
116K
$2.14M
|
|
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 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
64.8K+ 48.78% |
$1.15M - $1.17M
|
198K
$3.65M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.7KNew |
$1.02M - $1.05M
|
57.7K
$1.06M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
57K+ 11.1% |
$1.01M - $1.03M
|
570K
$10.5M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
44.2KNew |
$785K - $803K
|
44.2K
$817K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
36.8K+ 11.85% |
$653K - $667K
|
347K
$6.41M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.5K+ 79.06% |
$594K - $607K
|
75.8K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.3KNew |
$485K - $496K
|
27.3K
$504K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.2KNew |
$376K - $384K
|
21.2K
$391K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.8K+ 1.23% |
$351K - $359K
|
1.63M
$30.1M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
16.7K+ 5.97% |
$296K - $303K
|
296K
$5.47M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.27K+ 20.78% |
$147K - $150K
|
48.1K
$887K
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.25K+ 2.28% |
$93.1K - $95.2K
|
235K
$4.35M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.25K+ 2.28% |
$93.1K - $95.2K
|
235K
$4.35M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2K+ 2.82% |
$35.4K - $36.2K
|
73K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.37K+ 5.99% |
$24.2K - $24.8K
|
24.2K
$446K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1KNew |
$19.5K - $20K
|
1.1K
$20.3K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
807+ 0.63% |
$14.3K - $14.6K
|
129K
$2.39M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
656New |
$11.6K - $11.9K
|
656
$12.1K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
568New |
$10.1K - $10.3K
|
568
$10.5K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
448New |
$7.95K - $8.13K
|
448
$8.27K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
346+ 2.04% |
$6.14K - $6.28K
|
17.3K
$319K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
300New |
$5.32K - $5.44K
|
300
$5.54K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
158New |
$2.8K - $2.87K
|
158
$2.92K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69New |
$1.22K - $1.25K
|
69
$1.27K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
65+ 1.96% |
$1.15K - $1.18K
|
3.39K
$62.5K
|