Latest Institutional Purchases of Invesco Fd Tr Ii Fundamental H (PHB)

PHB Quotes by TradingView

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 23, 2024 Q3 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
27
+ 0.23%
$484 - $502
11.6K $211K
Oct 25, 2024 Q3 2024
Gsb Wealth Management, LLC

BUY
 -
20
New
$359 - $372
20 $364
Nov 12, 2024 Q3 2024
Blair William & CO

Chicago, IL
BUY
 -
7
+ 0.27%
$126 - $130
2.64K $48K
Oct 30, 2024 Q3 2024
Capital Investment Advisory Services, LLC

BUY
 -
5
+ 0.49%
$89.7 - $93.1
1.03K $18.7K
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
2
+ 0.01%
$35.9 - $37.2
24.2K $439K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
2
New
$35.9 - $37.2
2 $36.4
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
57.7K
New
$1.02M - $1.05M
57.7K $1.05M
Jul 30, 2024 Q2 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
44.2K
New
$785K - $803K
44.2K $804K
Jul 19, 2024 Q2 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
36.8K
+ 11.85%
$653K - $667K
347K $6.31M
Aug 14, 2024 Q2 2024
Vantage Financial Partners Ltd., Inc.

BUY
 -
16.7K
+ 5.97%
$296K - $303K
296K $5.39M
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 PUT
1.1K
New
$19.5K - $20K
1.1K $20K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
568
New
$10.1K - $10.3K
568 $10.3K
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
448
New
$7.95K - $8.13K
448 $8.14K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
300
New
$5.32K - $5.44K
300 $5.45K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
158
New
$2.8K - $2.87K
158 $2.87K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
69
New
$1.22K - $1.25K
69 $1.25K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
59
+ 103.51%
$1.05K - $1.07K
116 $2.11K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
48
+ 60.0%
$852 - $871
128 $2.33K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
39
New
$692 - $707
39 $709
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2024
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
1.92M
New
$34.4M - $34.9M
1.92M $34.9M
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
230K
New
$4.13M - $4.19M
230K $4.18M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
28K
+ 273.92%
$503K - $510K
38.3K $695K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
11.7K
New
$210K - $213K
11.7K $212K
Apr 17, 2024 Q1 2024
Fifth Third Securities, Inc.

BUY
 -
3.61K
+ 6.33%
$64.8K - $65.7K
60.6K $1.1M
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
196
New
$3.52K - $3.57K
196 $3.56K
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
120
New
$2.15K - $2.18K
120 $2.18K
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
28
New
$503 - $510
28 $509
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
10
New
$180 - $182
10 $182
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
3
+ 1.07%
$53.8 - $54.6
284 $5.16K
May 10, 2024 Q1 2024
Citigroup Inc

BUY
 -
2
New
$35.9 - $36.4
2 $36.4
Q4 2023
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
4K
New
$67.3K - $72.8K
4K $72.7K
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1.7K
New
$28.6K - $31K
1.7K $30.9K
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
1.52K
+ 11.82%
$25.6K - $27.7K
14.4K $261K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
320
New
$5.39K - $5.83K
320 $5.82K
Jan 31, 2024 Q4 2023
Riggs Asset Managment Co. Inc.

BUY
 -
134
New
$2.26K - $2.44K
134 $2.44K
Feb 13, 2024 Q4 2023
Natixis

Paris, I0
BUY
 -
80
+ 1.45%
$1.35K - $1.46K
5.61K $102K
Jan 02, 2024 Q4 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1
New
$16.8 - $18.2
1 $18.2
Q3 2023
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
2.33K
New
$39.7K - $41.1K
2.33K $42.3K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.08K
New
$35.5K - $36.8K
2.08K $37.9K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.2K
+ 3.3%
$20.4K - $21.1K
37.4K $681K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.11K
New
$18.9K - $19.5K
1.11K $20.1K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
754
New
$12.9K - $13.3K
754 $13.7K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
586
New
$10K - $10.4K
586 $10.7K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
349
New
$5.95K - $6.17K
349 $6.34K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
166
New
$2.83K - $2.93K
166 $3.02K
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
129
New
$2.2K - $2.28K
129 $2.35K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
19
New
$324 - $336
19 $345

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