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
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 03, 2025 Q4 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
35.5K
New
$640K - $658K
35.5K $652K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
3.31K
New
$59.6K - $61.3K
3.31K $60.7K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
923
New
$16.7K - $17.1K
923 $17K
Feb 14, 2025 Q4 2024
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
887
New
$16K - $16.4K
887 $16.3K
Feb 12, 2025 Q4 2024
Citigroup Inc

BUY
 -
313
New
$5.65K - $5.8K
313 $5.75K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
276
New
$4.98K - $5.12K
276 $5.07K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
28
New
$505 - $519
28 $515
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
18
+ 0.14%
$325 - $334
12.8K $234K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
11
+ 1.94%
$198 - $204
577 $10.6K
Q3 2024
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
42.8K
New
$767K - $796K
42.8K $786K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.7K
+ 90.71%
$210K - $218K
24.7K $454K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.81K
+ 42.28%
$140K - $145K
26.3K $483K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
6.65K
+ 5.74%
$119K - $124K
123K $2.25M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.71K
New
$48.5K - $50.4K
2.71K $49.7K
Oct 16, 2024 Q3 2024
Tradewinds Capital Management, LLC

BUY
 -
104
New
$1.86K - $1.94K
104 $1.91K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
101
New
$1.81K - $1.88K
101 $1.86K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
2
New
$35.9 - $37.2
2 $36.8
Q2 2024
Aug 14, 2024 Q2 2024
Vantage Financial Partners Ltd., Inc.

BUY
 -
16.7K
+ 5.97%
$296K - $303K
296K $5.45M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
568
New
$10.1K - $10.3K
568 $10.4K
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
448
New
$7.95K - $8.13K
448 $8.23K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
300
New
$5.32K - $5.44K
300 $5.51K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
158
New
$2.8K - $2.87K
158 $2.9K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
69
New
$1.22K - $1.25K
69 $1.27K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
39
New
$692 - $707
39 $717
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 $35.2M
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
230K
New
$4.13M - $4.19M
230K $4.23M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
28K
+ 273.92%
$503K - $510K
38.3K $703K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
11.7K
New
$210K - $213K
11.7K $215K
Apr 17, 2024 Q1 2024
Fifth Third Securities, Inc.

BUY
 -
3.61K
+ 6.33%
$64.8K - $65.7K
60.6K $1.11M
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
196
New
$3.52K - $3.57K
196 $3.6K
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
120
New
$2.15K - $2.18K
120 $2.21K
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
28
New
$503 - $510
28 $515
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
3
+ 1.07%
$53.8 - $54.6
284 $5.22K
Q4 2023
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
4K
New
$67.3K - $72.8K
4K $73.5K
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1.7K
New
$28.6K - $31K
1.7K $31.3K
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
1.52K
+ 11.82%
$25.6K - $27.7K
14.4K $264K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
320
New
$5.39K - $5.83K
320 $5.88K
Jan 31, 2024 Q4 2023
Riggs Asset Managment Co. Inc.

BUY
 -
134
New
$2.26K - $2.44K
134 $2.46K
Feb 13, 2024 Q4 2023
Natixis

Paris, I0
BUY
 -
80
+ 1.45%
$1.35K - $1.46K
5.61K $103K
Jan 02, 2024 Q4 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1
New
$16.8 - $18.2
1 $18.4
Q3 2023
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
2.33K
New
$39.7K - $41.1K
2.33K $42.7K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.08K
New
$35.5K - $36.8K
2.08K $38.3K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.2K
+ 3.3%
$20.4K - $21.1K
37.4K $688K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
754
New
$12.9K - $13.3K
754 $13.9K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
586
New
$10K - $10.4K
586 $10.8K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
349
New
$5.95K - $6.17K
349 $6.41K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
166
New
$2.83K - $2.93K
166 $3.05K

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