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 |
|---|---|---|---|---|---|---|---|
|
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
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-932- 37.19% |
$15.7K - $17K
|
1.57K
$28.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-624- 53.93% |
$10.5K - $11.4K
|
533
$9.73K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-243- 0.72% |
$4.09K - $4.43K
|
33.6K
$613K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-240- 97.56% |
$4.04K - $4.37K
|
6
$110
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-600- 2.84% |
$10.2K - $10.6K
|
20.5K
$374K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-53- 0.21% |
$904 - $937
|
25.2K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28- 0.21% |
$478 - $495
|
13.1K
$240K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-154K- 97.05% |
$2.64M - $2.71M
|
4.68K
$85.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16K- 60.84% |
$276K - $282K
|
10.3K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-3.72K- 5.89% |
$64K - $65.5K
|
59.5K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-665- 4.9% |
$11.4K - $11.7K
|
12.9K
$236K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-377- 95.93% |
$6.48K - $6.64K
|
16
$292
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 60.0% |
$25.5K - $26.7K
|
1K
$18.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-580- 5.25% |
$9.87K - $10.3K
|
10.5K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-541- 1.41% |
$9.21K - $9.61K
|
37.9K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-119- 7.98% |
$2.03K - $2.11K
|
1.37K
$25.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-39.9K- 97.55% |
$658K - $700K
|
1K
$18.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-36.2K- 65.26% |
$598K - $636K
|
19.3K
$352K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.35K- 2.18% |
$22.3K - $23.7K
|
60.8K
$1.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-350- 44.7% |
$5.78K - $6.14K
|
433
$7.91K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-24.8K- 28.36% |
$405K - $442K
|
62.5K
$1.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.42K- 36.43% |
$105K - $115K
|
11.2K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.92K- 17.43% |
$96.9K - $106K
|
28K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-636- 5.57% |
$10.4K - $11.4K
|
10.8K
$197K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-171KClosed |
$2.86M - $3.16M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-116KClosed |
$1.95M - $2.15M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-52.9KClosed |
$886K - $977K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-48.4KClosed |
$811K - $894K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-34.2KClosed |
$573K - $632K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-8.21KClosed |
$137K - $152K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.55KClosed |
$42.7K - $47.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2KClosed |
$33.5K - $36.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.58K- 71.38% |
$26.5K - $29.3K
|
635
$11.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.41K- 9.35% |
$23.5K - $26K
|
13.6K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-700Closed |
$11.7K - $12.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-396Closed |
$6.63K - $7.31K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52- 2.55% |
$870 - $960
|
1.99K
$36.3K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-48Closed |
$804 - $887
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-322KClosed |
$5.81M - $6.26M
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-53.1KClosed |
$957K - $1.03M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-24.2KClosed |
$436K - $470K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15KClosed |
$270K - $291K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-13.9KClosed |
$251K - $270K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.19KClosed |
$39.5K - $42.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-359Closed |
$6.47K - $6.96K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-345Closed |
$6.21K - $6.69K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73Closed |
$1.31K - $1.42K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-40- 74.07% |
$720 - $776
|
14
$256
|
|