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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
691+ 84.27% |
$40.2K - $48.3K
|
1.51K
$106K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-813- 3.43% |
$47.3K - $56.8K
|
22.9K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
950+ 5.14% |
$55.2K - $66.4K
|
19.4K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.93K+ 11.43% |
$170K - $205K
|
28.6K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.19K+ 32.11% |
$185K - $223K
|
13.1K
$915K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.08KNew |
$179K - $215K
|
3.08K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.58K+ 106.58% |
$557K - $670K
|
18.6K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-180- 2.91% |
$10.5K - $12.6K
|
6.02K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.87K+ 33.24% |
$341K - $410K
|
23.5K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-34.5K- 17.48% |
$2.01M - $2.41M
|
163K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 6.91% |
$10.2K - $12.3K
|
2.37K
$166K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$58.1 - $69.9
|
4.25K
$297K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$11.6K - $14K
|
200
$14K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-147- 0.85% |
$8.55K - $10.3K
|
17.2K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 25.47% |
$6.28K - $7.55K
|
532
$37.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
455New |
$26.4K - $31.8K
|
455
$31.8K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-850- 11.69% |
$54.2K - $58.4K
|
6.42K
$448K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.21KNew |
$332K - $358K
|
5.21K
$364K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-38.4K- 60.14% |
$2.45M - $2.64M
|
25.4K
$1.78M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-360- 61.02% |
$23K - $24.8K
|
230
$16.1K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1K+ 27.03% |
$63.8K - $68.8K
|
4.7K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-260- 1.85% |
$16.6K - $17.9K
|
13.8K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.1K+ 0.22% |
$198K - $213K
|
1.44M
$100M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
34.5KNew |
$2.2M - $2.37M
|
34.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-149- 1.93% |
$9.5K - $10.2K
|
7.57K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.24K+ 55.91% |
$462K - $498K
|
20.2K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26- 0.56% |
$1.66K - $1.79K
|
4.59K
$321K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
853+ 5.29% |
$54.4K - $58.6K
|
17K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.44K+ 27.2% |
$91.8K - $99K
|
6.74K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-779- 6.36% |
$49.7K - $53.6K
|
11.5K
$801K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
417+ 2.23% |
$26.6K - $28.7K
|
19.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
119+ 0.1% |
$7.59K - $8.18K
|
114K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.5K- 28.93% |
$159K - $172K
|
6.14K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-502- 5.2% |
$32K - $34.5K
|
9.16K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.4K+ 371.39% |
$727K - $784K
|
14.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.7K- 1.28% |
$1.38M - $1.49M
|
1.66M
$116M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.5K+ 148.43% |
$1.25M - $1.34M
|
32.7K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.8K- 6.37% |
$1.65M - $1.78M
|
379K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.55K- 8.05% |
$98.8K - $107K
|
17.7K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
197+ 1.59% |
$12.6K - $13.5K
|
12.6K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 14.8% |
$67.7K - $72.9K
|
8.23K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.75KNew |
$303K - $327K
|
4.75K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.39K+ 14.4% |
$88.8K - $95.7K
|
11.1K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.85K- 12.83% |
$246K - $265K
|
26.2K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-415- 18.96% |
$26.5K - $28.5K
|
1.77K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
184+ 0.3% |
$11.7K - $12.7K
|
61.1K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
12.4K+ 39.24% |
$791K - $853K
|
44K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$128 - $138
|
10.1K
$704K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-400- 10.12% |
$25.5K - $27.5K
|
3.55K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.56K- 29.28% |
$546K - $588K
|
20.7K
$1.44M
|
|