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 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
313New |
$5.65K - $5.8K
|
313
$5.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
276New |
$4.98K - $5.12K
|
276
$5.09K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
28New |
$505 - $519
|
28
$517
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$325 - $334
|
12.8K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 1.94% |
$198 - $204
|
577
$10.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.55% |
$36.1 - $37.1
|
131
$2.42K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
55.8K+ 55.49% |
$1M - $1.04M
|
156K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42.8KNew |
$767K - $796K
|
42.8K
$789K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 90.71% |
$210K - $218K
|
24.7K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.81K+ 42.28% |
$140K - $145K
|
26.3K
$485K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.65K+ 5.74% |
$119K - $124K
|
123K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$48.5K - $50.4K
|
2.71K
$49.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
104New |
$1.86K - $1.94K
|
104
$1.92K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
101New |
$1.81K - $1.88K
|
101
$1.86K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2New |
$35.9 - $37.2
|
2
$36.9
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
16.7K+ 5.97% |
$296K - $303K
|
296K
$5.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
568New |
$10.1K - $10.3K
|
568
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
448New |
$7.95K - $8.13K
|
448
$8.27K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
300New |
$5.32K - $5.44K
|
300
$5.54K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
158New |
$2.8K - $2.87K
|
158
$2.92K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69New |
$1.22K - $1.25K
|
69
$1.27K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39New |
$692 - $707
|
39
$720
|
|
|
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
$2.21K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28New |
$503 - $510
|
28
$517
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.07% |
$53.8 - $54.6
|
284
$5.24K
|
|
| 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
$5.9K
|
|
|
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
$103K
|
|
|
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 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 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.5K+ 1.08% |
$283K - $290K
|
1.54M
$28.5M
|
|