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 |
---|---|---|---|---|---|---|---|
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
|
|
Sep 14, 2021
Q3 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3Closed |
$57 - $57.5
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-119KClosed |
N/A
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-47KClosed |
N/A
|
0
$0
|
|
Aug 15, 2019
Q2 2019
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32.3KClosed |
N/A
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-9.5KClosed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.71KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.63KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-213Closed |
N/A
|
0
$0
|
|
Jul 18, 2019
Q2 2019
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-170KClosed |
N/A
|
0
$0
|
|
Apr 18, 2019
Q1 2019
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-61.1KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-60.7KClosed |
N/A
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Private Ocean, LLC
|
SELL
|
- |
-29.4KClosed |
N/A
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-761Closed |
N/A
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-623Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-547Closed |
N/A
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-134Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-43.5KClosed |
N/A
|
0
$0
|