Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.65M- 76.11% |
$83.3M - $86.5M
|
1.46M
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-183K- 32.14% |
$3.28M - $3.41M
|
387K
$7.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-165K- 78.98% |
$2.96M - $3.07M
|
44K
$799K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.8K- 5.63% |
$803K - $833K
|
751K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.2K- 9.31% |
$702K - $729K
|
381K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 20.33% |
$288K - $299K
|
63K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-14.4K- 50.3% |
$257K - $267K
|
14.2K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 5.35% |
$230K - $239K
|
227K
$4.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10.4K- 7.77% |
$186K - $193K
|
123K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10.1K- 4.71% |
$182K - $189K
|
205K
$3.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.85K- 7.6% |
$177K - $183K
|
120K
$2.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-6.31K- 8.83% |
$113K - $117K
|
65.1K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.85K- 12.16% |
$105K - $109K
|
42.2K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.56K- 23.21% |
$81.8K - $84.9K
|
15.1K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-3.82K- 12.4% |
$68.5K - $71.1K
|
27K
$491K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.65K- 7.01% |
$65.5K - $68K
|
48.4K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.45K- 1.47% |
$61.9K - $64.2K
|
232K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.45K- 1.47% |
$61.9K - $64.2K
|
232K
$4.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.82K- 9.12% |
$50.6K - $52.5K
|
28.1K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.35K- 9.92% |
$42.1K - $43.7K
|
21.3K
$387K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.17K- 4.44% |
$38.9K - $40.4K
|
46.7K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.78K- 6.46% |
$31.8K - $33.1K
|
25.7K
$467K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 9.46% |
$26.9K - $27.9K
|
14.4K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.33K- 28.71% |
$23.9K - $24.8K
|
3.31K
$60.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03K- 1.95% |
$18.5K - $19.2K
|
51.9K
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-738- 1.19% |
$13.2K - $13.7K
|
61.3K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-650- 5.75% |
$11.7K - $12.1K
|
10.6K
$194K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-289- 7.4% |
$5.18K - $5.38K
|
3.62K
$65.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-143- 25.54% |
$2.56K - $2.66K
|
417
$7.58K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-102- 0.67% |
$1.83K - $1.9K
|
15.2K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 77.78% |
$126 - $130
|
2
$36.4
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$126 - $130
|
12.7K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1- 0.18% |
$17.9 - $18.6
|
566
$10.3K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.85K- 3.22% |
$50.5K - $51.7K
|
85.7K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-706- 87.16% |
$12.5K - $12.8K
|
104
$1.89K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-27.7K- 55.86% |
$497K - $504K
|
21.9K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 37.63% |
$18.1K - $18.4K
|
1.67K
$30.4K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-700- 41.18% |
$12.6K - $12.7K
|
1K
$18.2K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-643- 2.81% |
$11.5K - $11.7K
|
22.2K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 3.26% |
$431 - $437
|
712
$12.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-510K- 98.49% |
$8.59M - $9.29M
|
7.8K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.5K- 13.97% |
$211K - $228K
|
77.1K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-932- 37.19% |
$15.7K - $17K
|
1.57K
$28.6K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-624- 53.93% |
$10.5K - $11.4K
|
533
$9.69K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-243- 0.72% |
$4.09K - $4.43K
|
33.6K
$610K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-240- 97.56% |
$4.04K - $4.37K
|
6
$109
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-600- 2.84% |
$10.2K - $10.6K
|
20.5K
$373K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-559- 37.95% |
$9.54K - $9.88K
|
914
$16.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-53- 0.21% |
$904 - $937
|
25.2K
$459K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28- 0.21% |
$478 - $495
|
13.1K
$239K
|
|