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 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
$367K
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-107- 49.77% |
$1.73K - $1.99K
|
108
$1.99K
|
|
|
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
|
|
|
Apr 21, 2020
Q1 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-30.3KClosed |
$457K - $586K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.5KClosed |
$173K - $222K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.46KClosed |
$52.2K - $66.9K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-740Closed |
$11.2K - $14.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-256Closed |
$3.86K - $4.95K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-204Closed |
$3.07K - $3.95K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26Closed |
$392 - $503
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$15.1 - $19.3
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-381KClosed |
$7.21M - $7.35M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-376KClosed |
$7.11M - $7.25M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-146KClosed |
$2.77M - $2.83M
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Legacy Private Trust Co.
|
SELL
|
- |
-19.3KClosed |
$366K - $373K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-761Closed |
$14.4K - $14.7K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-440Closed |
$8.32K - $8.49K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-181Closed |
$3.42K - $3.49K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-52- 26.4% |
$984 - $1K
|
145
$2.68K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-381KClosed |
$7.24M - $7.3M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-39.3KClosed |
$748K - $753K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-12KClosed |
$227K - $229K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Kwmg, LLC
|
SELL
|
- |
-11KClosed |
$208K - $210K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.69KClosed |
$51.1K - $51.5K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.59KClosed |
$49.1K - $49.5K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.5KClosed |
$28.4K - $28.6K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-633Closed |
$12K - $12.1K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-284Closed |
$5.4K - $5.44K
|
0
$0
|
|