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 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8Closed |
$155 - $157
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-43.6KClosed |
$843K - $852K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-10.1KClosed |
$195K - $197K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-302- 96.79% |
$5.84K - $5.9K
|
10
$182
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-113Closed |
$2.18K - $2.21K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-61Closed |
$1.18K - $1.19K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-118KClosed |
$2.25M - $2.3M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-93.7KClosed |
$1.79M - $1.83M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-92KClosed |
$1.76M - $1.8M
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-62.6KClosed |
$1.2M - $1.22M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-22.2KClosed |
$425K - $433K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-22KClosed |
$420K - $429K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13.3KClosed |
$255K - $261K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.7KClosed |
$224K - $229K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-755Closed |
$14.5K - $14.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-81Closed |
$1.55K - $1.58K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
$287 - $293
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-939Closed |
$17.4K - $18.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-322Closed |
$5.95K - $6.26K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-269Closed |
$4.97K - $5.23K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-70- 43.75% |
$1.29K - $1.36K
|
90
$1.64K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-326KClosed |
$5.92M - $6.17M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Hengehold Capital Management LLC
|
SELL
|
- |
-28.1KClosed |
$510K - $532K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-12.7KClosed |
$232K - $242K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-10.3KClosed |
$187K - $195K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-575Closed |
$10.4K - $10.9K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-362Closed |
$6.58K - $6.86K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-246Closed |
$4.47K - $4.66K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-150KClosed |
$2.43M - $2.79M
|
0
$0
|
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-105KClosed |
$1.7M - $1.95M
|
0
$0
|
|
|
Nov 15, 2022
Q2 2020
|
Values First Advisors, Inc.
|
SELL
|
- |
-43.6KClosed |
$707K - $812K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-19.1KClosed |
$309K - $355K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.2KClosed |
$295K - $339K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Clear Street Markets LLC
|
SELL
|
- |
-14.1KClosed |
$229K - $263K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-12.7KClosed |
$205K - $236K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$191K - $220K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.1KClosed |
$180K - $207K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Loomis Sayles & CO L P
|
SELL
|
- |
-686Closed |
$11.1K - $12.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-430Closed |
$6.97K - $8.01K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-147- 0.73% |
$2.38K - $2.74K
|
19.9K
$362K
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-107- 49.77% |
$1.73K - $1.99K
|
108
$1.96K
|
|
|
Aug 05, 2020
Q2 2020
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-100Closed |
$1.62K - $1.86K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Glassman Wealth Services
|
SELL
|
- |
-90Closed |
$1.46K - $1.68K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1Closed |
$16.2 - $18.6
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-482KClosed |
$7.26M - $9.32M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-276KClosed |
$4.16M - $5.33M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-170KClosed |
$2.56M - $3.29M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-158KClosed |
$2.39M - $3.06M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Robinson Capital Management, LLC
|
SELL
|
- |
-76.1KClosed |
$1.15M - $1.47M
|
0
$0
|
|