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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14New |
$239 - $247
|
14
$255
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.4KNew |
$351K - $359K
|
20.4K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.5K+ 1.08% |
$283K - $290K
|
1.54M
$28.1M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.5KNew |
$198K - $203K
|
11.5K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
980New |
$16.8K - $17.2K
|
980
$17.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
231New |
$3.97K - $4.07K
|
231
$4.2K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 1.09% |
$103 - $106
|
558
$10.1K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
289KNew |
$4.91M - $5.13M
|
289K
$5.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
112KNew |
$1.9M - $1.98M
|
112K
$2.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
25KNew |
$426K - $444K
|
25K
$455K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.71KNew |
$148K - $155K
|
8.71K
$158K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.78K+ 29.6% |
$81.4K - $84.9K
|
20.9K
$380K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.48KNew |
$76.3K - $79.7K
|
4.48K
$81.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$26.9K - $28.1K
|
1.58K
$28.7K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
815+ 4.79% |
$13.9K - $14.5K
|
17.8K
$324K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
547New |
$9.31K - $9.72K
|
547
$9.94K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
442+ 5525.0% |
$7.52K - $7.85K
|
450
$8.18K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
330New |
$5.62K - $5.86K
|
330
$6K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
276New |
$4.7K - $4.9K
|
276
$5.02K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
77New |
$1.31K - $1.37K
|
77
$1.4K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$68.1 - $71.1
|
4
$72.7
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
563KNew |
$9.29M - $9.88M
|
563K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
17.8KNew |
$294K - $313K
|
17.8K
$324K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8KNew |
$178K - $189K
|
10.8K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.29KNew |
$70.8K - $75.3K
|
4.29K
$78K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.12KNew |
$67.9K - $72.2K
|
4.12K
$74.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.83KNew |
$46.7K - $49.6K
|
2.83K
$51.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.97KNew |
$32.4K - $34.5K
|
1.97K
$35.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.41KNew |
$23.2K - $24.7K
|
1.41K
$25.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
861New |
$14.2K - $15.1K
|
861
$15.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
400New |
$6.6K - $7.02K
|
400
$7.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
399New |
$6.58K - $7K
|
399
$7.25K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
275New |
$4.54K - $4.82K
|
275
$5K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
220New |
$3.63K - $3.86K
|
220
$4K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
116New |
$1.91K - $2.03K
|
116
$2.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
80New |
$1.32K - $1.4K
|
80
$1.45K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
19New |
$314 - $333
|
19
$345
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$305K - $333K
|
18.6K
$339K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.45KNew |
$23.7K - $25.9K
|
1.45K
$26.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40+ 1000.0% |
$655 - $715
|
44
$800
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17New |
$278 - $304
|
17
$309
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
9New |
$147 - $161
|
9
$164
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$16.4 - $17.9
|
1
$18.2
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.1KNew |
$269K - $297K
|
16.1K
$293K
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.3KNew |
$172K - $190K
|
10.3K
$187K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$43.2K - $47.7K
|
2.58K
$46.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
946+ 8.66% |
$15.8K - $17.5K
|
11.9K
$216K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
377New |
$6.31K - $6.96K
|
377
$6.85K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90New |
$1.51K - $1.66K
|
90
$1.64K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 1.89% |
$16.7 - $18.5
|
54
$982
|
|