Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PHO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.8K+ 17.83% |
$179K - $198K
|
18.5K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-182- 1.64% |
$11.6K - $12.8K
|
10.9K
$749K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 0.59% |
$1.15K - $1.27K
|
3.03K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 1.18% |
$3.19K - $3.53K
|
4.2K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
845New |
$53.9K - $59.6K
|
845
$58.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-351- 9.56% |
$22.4K - $24.8K
|
3.32K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139+ 4.92% |
$8.87K - $9.81K
|
2.97K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26+ 0.38% |
$1.66K - $1.83K
|
6.81K
$468K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
706+ 9.95% |
$45.1K - $49.8K
|
7.81K
$536K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-10- 0.08% |
$638 - $705
|
13K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.96KNew |
$189K - $209K
|
2.96K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-195- 1.43% |
$12.4K - $13.8K
|
13.4K
$920K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-840- 0.63% |
$53.6K - $59.3K
|
134K
$9.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-739- 15.56% |
$47.2K - $52.1K
|
4.01K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.91K- 5.65% |
$122K - $135K
|
31.9K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-152- 3.25% |
$9.7K - $10.7K
|
4.52K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
41New |
$2.62K - $2.89K
|
41
$2.82K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
491+ 2.05% |
$31.3K - $34.6K
|
24.4K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
440+ 12.36% |
$28.1K - $31K
|
4K
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
61+ 0.05% |
$3.89K - $4.3K
|
118K
$8.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-208- 3.86% |
$13.3K - $14.7K
|
5.18K
$356K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
105+ 1.22% |
$6.7K - $7.41K
|
8.7K
$598K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.33% |
$63.8 - $70.5
|
306
$21K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
76+ 11.71% |
$4.85K - $5.36K
|
725
$49.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
26+ 0.21% |
$1.66K - $1.83K
|
12.5K
$858K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-674- 2.35% |
$43K - $47.5K
|
28K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$63.8 - $70.5
|
272
$18.7K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
3.19KNew |
$204K - $225K
|
3.19K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 28.84% |
$1.36M - $1.51M
|
52.7K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-334- 2.81% |
$21.3K - $23.6K
|
11.6K
$795K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
59+ 0.63% |
$3.77K - $4.16K
|
9.47K
$651K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
227+ 0.79% |
$14.5K - $16K
|
29.1K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.17K+ 31.25% |
$74.7K - $82.5K
|
4.91K
$338K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 13.22% |
$1.91K - $2.12K
|
257
$17.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.0% |
$63.8 - $70.5
|
31.9K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.1K- 5.45% |
$70.2K - $77.6K
|
19.1K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.3% |
$128 - $141
|
666
$45.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
951+ 24.9% |
$60.7K - $67.1K
|
4.77K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.03KNew |
$66K - $72.9K
|
1.03K
$71K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-220- 4.87% |
$14K - $15.5K
|
4.3K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-854- 22.14% |
$54.5K - $60.2K
|
3K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-288- 70.94% |
$18.4K - $20.3K
|
118
$8.11K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
59+ 0.14% |
$3.77K - $4.16K
|
40.8K
$2.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.01KNew |
$192K - $212K
|
3.01K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-317- 2.67% |
$20.2K - $22.4K
|
11.5K
$793K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.3K+ 15.3% |
$211K - $233K
|
24.9K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-313- 1.68% |
$20K - $22.1K
|
18.3K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-168- 33.33% |
$10.7K - $11.9K
|
336
$23.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 3.55% |
$75.3K - $83.2K
|
32.1K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.03KNew |
$194K - $214K
|
3.03K
$208K
|