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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-584- 4.39% |
$37.3K - $41.2K
|
12.7K
$847K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$63.8 - $70.5
|
1K
$66.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.5KNew |
$223K - $247K
|
3.5K
$233K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.75KNew |
$239K - $264K
|
3.75K
$250K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$63.8 - $70.5
|
2.12K
$141K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
507New |
$32.4K - $35.8K
|
507
$33.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
396+ 49.38% |
$25.3K - $27.9K
|
1.2K
$79.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
180+ 0.3% |
$11.5K - $12.7K
|
59.9K
$3.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$191 - $212
|
11.9K
$795K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
1.35K+ 28.29% |
$85.8K - $94.9K
|
6.1K
$406K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
181+ 1.25% |
$11.6K - $12.8K
|
14.6K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 7.35% |
$16K - $17.6K
|
3.15K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-404- 1.75% |
$25.8K - $28.5K
|
22.7K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 63.49% |
$25.5K - $28.2K
|
230
$15.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.8KNew |
$945K - $1.04M
|
14.8K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-698- 5.73% |
$44.5K - $49.2K
|
11.5K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
287+ 0.07% |
$18.3K - $20.2K
|
405K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-572- 3.36% |
$36.5K - $40.3K
|
16.4K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-119- 2.28% |
$7.59K - $8.39K
|
5.1K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.8KNew |
$306K - $339K
|
4.8K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 136.84% |
$658K - $727K
|
17.8K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
151+ 1.86% |
$9.64K - $10.7K
|
8.25K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.16K+ 4.5% |
$138K - $152K
|
50.1K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.2KNew |
$204K - $225K
|
3.2K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 68.78% |
$791K - $874K
|
30.4K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
761New |
$48.6K - $53.7K
|
761
$50.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
193+ 0.01% |
$12.3K - $13.6K
|
1.63M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$63.8 - $70.5
|
7.99K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-191K- 22.65% |
$12.2M - $13.5M
|
652K
$43.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-473- 2.44% |
$30.2K - $33.4K
|
18.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14K+ 286.14% |
$891K - $985K
|
18.8K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.37K- 4.85% |
$279K - $308K
|
85.7K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
57+ 0.44% |
$3.64K - $4.02K
|
13K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$63.8 - $70.5
|
10.1K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.93K- 10.65% |
$187K - $207K
|
24.6K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.1K+ 26.5% |
$198K - $219K
|
14.8K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.88K- 22.36% |
$311K - $344K
|
16.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.38K+ 13.16% |
$87.8K - $97K
|
11.8K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-98- 23.28% |
$6.25K - $6.91K
|
323
$21.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
189+ 0.85% |
$12.1K - $13.3K
|
22.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.6K- 86.18% |
$678K - $749K
|
1.7K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 15.57% |
$253K - $279K
|
21.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.05KNew |
$323K - $357K
|
5.05K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
7.2KNew |
$460K - $508K
|
7.2K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.6K+ 8.69% |
$2.02M - $2.23M
|
395K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.57K+ 5.51% |
$355K - $393K
|
107K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
13.9K+ 313.77% |
$887K - $980K
|
18.3K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 16.15% |
$12M - $13.3M
|
1.36M
$90.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.5K- 16.87% |
$1.5M - $1.66M
|
116K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
943New |
$60.2K - $66.5K
|
943
$62.8K
|