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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59+ 103.51% |
$1.05K - $1.07K
|
116
$2.14K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 60.0% |
$852 - $871
|
128
$2.36K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
46+ 0.23% |
$816 - $834
|
19.8K
$365K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39New |
$692 - $707
|
39
$720
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
19+ 0.17% |
$337 - $345
|
11.3K
$209K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 1.43% |
$142 - $145
|
567
$10.5K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7+ 0.27% |
$124 - $127
|
2.64K
$48.7K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.49% |
$88.7 - $90.7
|
1.02K
$18.9K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.54% |
$53.2 - $54.4
|
560
$10.3K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.92MNew |
$34.4M - $34.9M
|
1.92M
$35.4M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
230KNew |
$4.13M - $4.19M
|
230K
$4.25M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28K+ 273.92% |
$503K - $510K
|
38.3K
$706K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.7KNew |
$210K - $213K
|
11.7K
$216K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.61K+ 6.33% |
$64.8K - $65.7K
|
60.6K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
196New |
$3.52K - $3.57K
|
196
$3.62K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
120New |
$2.15K - $2.18K
|
120
$2.22K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
61+ 3.14% |
$1.09K - $1.11K
|
2K
$37K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28New |
$503 - $510
|
28
$517
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
10New |
$180 - $182
|
10
$185
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.07% |
$53.8 - $54.6
|
284
$5.24K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2New |
$35.9 - $36.4
|
2
$36.9
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4KNew |
$67.3K - $72.8K
|
4K
$73.8K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.7KNew |
$28.6K - $31K
|
1.7K
$31.4K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.52K+ 11.82% |
$25.6K - $27.7K
|
14.4K
$265K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
320New |
$5.39K - $5.83K
|
320
$5.91K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
134New |
$2.26K - $2.44K
|
134
$2.47K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
80+ 1.45% |
$1.35K - $1.46K
|
5.61K
$104K
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$16.8 - $18.2
|
1
$18.5
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.33KNew |
$39.7K - $41.1K
|
2.33K
$42.9K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.08KNew |
$35.5K - $36.8K
|
2.08K
$38.4K
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.2K+ 3.3% |
$20.4K - $21.1K
|
37.4K
$691K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11KNew |
$18.9K - $19.5K
|
1.11K
$20.4K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
754New |
$12.9K - $13.3K
|
754
$13.9K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
586New |
$10K - $10.4K
|
586
$10.8K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
349New |
$5.95K - $6.17K
|
349
$6.44K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$2.83K - $2.93K
|
166
$3.06K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
129New |
$2.2K - $2.28K
|
129
$2.38K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19New |
$324 - $336
|
19
$351
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14New |
$239 - $247
|
14
$258
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.4KNew |
$351K - $359K
|
20.4K
$377K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.5K+ 1.08% |
$283K - $290K
|
1.54M
$28.5M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.5KNew |
$198K - $203K
|
11.5K
$213K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
980New |
$16.8K - $17.2K
|
980
$18.1K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
231New |
$3.97K - $4.07K
|
231
$4.26K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 1.09% |
$103 - $106
|
558
$10.3K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
289KNew |
$4.91M - $5.13M
|
289K
$5.33M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
112KNew |
$1.9M - $1.98M
|
112K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
71.6KNew |
$1.22M - $1.27M
|
71.6K
$1.32M
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
25KNew |
$426K - $444K
|
25K
$462K
|