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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
134KNew |
$2.41M - $2.48M
|
134K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
84.9K+ 41.79% |
$1.53M - $1.57M
|
288K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
81KNew |
$1.46M - $1.5M
|
81K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.1KNew |
$1.23M - $1.26M
|
68.1K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60K+ 136.39% |
$1.08M - $1.11M
|
104K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.9K+ 4.68% |
$1.08M - $1.11M
|
1.34M
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.8K+ 3.49% |
$1.02M - $1.05M
|
1.69M
$30.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
55.1KNew |
$994K - $1.02M
|
55.1K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.8K+ 14.13% |
$971K - $998K
|
435K
$7.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50KNew |
$902K - $927K
|
50K
$913K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.5KNew |
$640K - $658K
|
35.5K
$648K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.2K+ 4.69% |
$635K - $653K
|
786K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.7K+ 28.93% |
$607K - $624K
|
150K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.3K+ 604.09% |
$474K - $487K
|
30.6K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
16.1KNew |
$291K - $299K
|
16.1K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.8K+ 5.3% |
$285K - $293K
|
314K
$5.73M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
14.4K+ 37.24% |
$260K - $267K
|
53.2K
$971K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4K+ 10.36% |
$205K - $211K
|
121K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9.4K+ 4.81% |
$170K - $174K
|
205K
$3.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.53K+ 578.95% |
$154K - $158K
|
10K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.05K+ 37.55% |
$145K - $149K
|
29.5K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.91K+ 3.38% |
$125K - $128K
|
212K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.26K+ 59.17% |
$113K - $116K
|
16.8K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.94K+ 2.89% |
$107K - $110K
|
211K
$3.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.89K+ 11.61% |
$106K - $109K
|
56.6K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.86K+ 3.13% |
$106K - $109K
|
193K
$3.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.63K+ 10.93% |
$83.5K - $85.8K
|
47K
$858K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.53K+ 1.95% |
$81.7K - $83.9K
|
236K
$4.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.53K+ 1.95% |
$81.7K - $83.9K
|
236K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.17K+ 4.02% |
$75.2K - $77.3K
|
108K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.31KNew |
$59.6K - $61.3K
|
3.31K
$60.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.01K+ 10.72% |
$54.4K - $55.9K
|
31.1K
$568K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.19K+ 5.58% |
$39.4K - $40.5K
|
41.4K
$755K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
923New |
$16.7K - $17.1K
|
923
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
887New |
$16K - $16.4K
|
887
$16.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
593+ 2.12% |
$10.7K - $11K
|
28.6K
$523K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
517+ 4.46% |
$9.33K - $9.59K
|
12.1K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394+ 0.58% |
$7.11K - $7.3K
|
68.1K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
371+ 10.84% |
$6.69K - $6.88K
|
3.79K
$69.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
313New |
$5.65K - $5.8K
|
313
$5.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
276New |
$4.98K - $5.12K
|
276
$5.04K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
120+ 1.08% |
$2.16K - $2.22K
|
11.2K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
50+ 1.08% |
$902 - $927
|
4.68K
$85.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
29+ 0.8% |
$523 - $538
|
3.65K
$66.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
28New |
$505 - $519
|
28
$511
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 4.32% |
$325 - $334
|
435
$7.94K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$325 - $334
|
12.8K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 1.94% |
$198 - $204
|
577
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.3% |
$180 - $185
|
3.32K
$60.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.23% |
$108 - $111
|
2.65K
$48.4K
|