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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10.4K- 7.77% |
$186K - $193K
|
123K
$2.27M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10.1K- 4.71% |
$182K - $189K
|
205K
$3.79M
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.65K- 7.01% |
$65.5K - $68K
|
48.4K
$894K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.82K- 9.12% |
$50.6K - $52.5K
|
28.1K
$519K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-289- 7.4% |
$5.18K - $5.38K
|
3.62K
$66.8K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-102- 0.67% |
$1.83K - $1.9K
|
15.2K
$280K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$126 - $130
|
12.7K
$235K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-313K- 4.88% |
$5.55M - $5.68M
|
6.1M
$113M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-209K- 49.95% |
$3.7M - $3.79M
|
209K
$3.86M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-73.5K- 72.03% |
$1.3M - $1.33M
|
28.5K
$527K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.8K- 4.26% |
$990K - $1.01M
|
1.25M
$23.2M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-18.7K- 9.81% |
$332K - $340K
|
172K
$3.18M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 2.68% |
$205K - $210K
|
420K
$7.76M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.64K- 8.06% |
$136K - $139K
|
87.1K
$1.61M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.75K- 23.74% |
$120K - $122K
|
21.7K
$400K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.22K- 13.16% |
$110K - $113K
|
41.1K
$758K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.59K- 6.61% |
$99.2K - $101K
|
79.1K
$1.46M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.02K- 15.88% |
$89K - $91K
|
26.6K
$491K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.76K- 1.94% |
$84.4K - $86.3K
|
240K
$4.43M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 6.42% |
$64.5K - $65.9K
|
53K
$977K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.85K- 3.22% |
$50.5K - $51.7K
|
85.7K
$1.58M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.04K- 9.39% |
$36.1K - $37K
|
19.7K
$363K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.75K- 2.39% |
$31K - $31.7K
|
71.4K
$1.32M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 2.84% |
$25.4K - $26K
|
48.9K
$902K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.35K- 7.85% |
$23.9K - $24.5K
|
15.9K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-964- 1.53% |
$17.1K - $17.5K
|
62K
$1.14M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-706- 87.16% |
$12.5K - $12.8K
|
104
$1.92K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-700- 6.37% |
$12.4K - $12.7K
|
10.3K
$190K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-440- 0.68% |
$7.81K - $7.98K
|
64.5K
$1.19M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-437- 0.81% |
$7.75K - $7.93K
|
53.2K
$982K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-225- 0.94% |
$3.99K - $4.08K
|
23.6K
$436K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-161- 0.43% |
$2.86K - $2.92K
|
37.3K
$689K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-140- 93.96% |
$2.48K - $2.54K
|
9
$166
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-136- 0.49% |
$2.41K - $2.47K
|
27.5K
$507K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-104- 0.89% |
$1.84K - $1.89K
|
11.6K
$214K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-57- 1.21% |
$1.01K - $1.03K
|
4.65K
$85.8K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-27.7K- 55.86% |
$497K - $504K
|
21.9K
$404K
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-3.93K- 11.3% |
$70.5K - $71.5K
|
30.8K
$569K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 37.63% |
$18.1K - $18.4K
|
1.67K
$30.9K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-700- 41.18% |
$12.6K - $12.7K
|
1K
$18.5K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-643- 2.81% |
$11.5K - $11.7K
|
22.2K
$410K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-485- 1.19% |
$8.71K - $8.83K
|
40.4K
$746K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 3.26% |
$431 - $437
|
712
$13.1K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-510K- 98.49% |
$8.59M - $9.29M
|
7.8K
$144K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.5K- 13.97% |
$211K - $228K
|
77.1K
$1.42M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.3K- 97.74% |
$208K - $225K
|
285
$5.26K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.45K- 12.34% |
$24.3K - $26.3K
|
10.3K
$189K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-932- 37.19% |
$15.7K - $17K
|
1.57K
$29.1K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-624- 53.93% |
$10.5K - $11.4K
|
533
$9.84K
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-243- 0.72% |
$4.09K - $4.43K
|
33.6K
$620K
|