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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
12.6KNew |
$220K - $233K
|
12.6K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.71K+ 14.21% |
$152K - $161K
|
70K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7KNew |
$122K - $129K
|
7K
$129K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.93K+ 1.94% |
$68.8K - $72.5K
|
206K
$3.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
866+ 1.68% |
$15.2K - $16K
|
52.5K
$969K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
203+ 0.76% |
$3.55K - $3.75K
|
26.7K
$493K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.72% |
$455 - $480
|
3.63K
$66.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
19+ 0.04% |
$333 - $351
|
51.9K
$957K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 1.34% |
$193 - $203
|
832
$15.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.37% |
$140 - $148
|
594
$11K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.22% |
$123 - $129
|
3.19K
$58.8K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
137K+ 63.98% |
$2.48M - $2.52M
|
352K
$6.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.3KNew |
$1.72M - $1.74M
|
95.3K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.8K+ 7.47% |
$1.06M - $1.08M
|
845K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.7K+ 24.07% |
$930K - $946K
|
266K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.3K+ 3.82% |
$924K - $939K
|
1.39M
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
42KNew |
$756K - $768K
|
42K
$774K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.9K+ 24.89% |
$466K - $474K
|
130K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20K+ 13.3% |
$360K - $366K
|
170K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$284K - $289K
|
15.8K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.4KNew |
$278K - $282K
|
15.4K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15KNew |
$270K - $274K
|
15K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.31K+ 13.67% |
$168K - $170K
|
77.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.06K+ 2.38% |
$163K - $166K
|
389K
$7.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.91K+ 73.86% |
$160K - $163K
|
21K
$387K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.35K+ 219.73% |
$150K - $153K
|
12.2K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.16K+ 16.32% |
$147K - $149K
|
58.2K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.56K+ 24.28% |
$136K - $138K
|
38.7K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.62K+ 11.44% |
$101K - $103K
|
54.8K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.18K+ 14.18% |
$75.3K - $76.5K
|
33.7K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.7K+ 3.37% |
$48.5K - $49.3K
|
82.8K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.51K+ 2.32% |
$45.1K - $45.9K
|
110K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.34K+ 88.18% |
$42.1K - $42.8K
|
4.99K
$92K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.77K+ 2.6% |
$31.9K - $32.4K
|
69.9K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.75K+ 14.44% |
$31.5K - $32K
|
13.9K
$256K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.17KNew |
$21.1K - $21.4K
|
1.17K
$21.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 110800.0% |
$20K - $20.3K
|
1.11K
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
633+ 3.28% |
$11.4K - $11.6K
|
19.9K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
476+ 4.59% |
$8.57K - $8.72K
|
10.8K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
387New |
$6.97K - $7.09K
|
387
$7.14K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$5.4K - $5.49K
|
300
$5.54K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
300New |
$5.4K - $5.49K
|
300
$5.54K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
127New |
$2.29K - $2.33K
|
127
$2.34K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19New |
$342 - $348
|
19
$351
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.26% |
$180 - $183
|
3.8K
$70.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$54 - $54.9
|
3
$55.3
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$18 - $18.3
|
1
$18.5
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.5KNew |
$640K - $658K
|
35.5K
$655K
|
|