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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-111- 0.47% |
$7.08K - $7.63K
|
23.7K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.48K+ 82.28% |
$285K - $308K
|
9.92K
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$63.8 - $68.8
|
4.25K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-284- 73.96% |
$18.1K - $19.5K
|
100
$6.43K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-275- 3.97% |
$17.5K - $18.9K
|
6.66K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.54K+ 127200.0% |
$162K - $175K
|
2.55K
$164K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 21.15% |
$76.7K - $82.6K
|
4.48K
$288K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6.93KNew |
$442K - $477K
|
6.93K
$446K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-48- 0.26% |
$3.06K - $3.3K
|
18.5K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 7.43% |
$38.3K - $41.3K
|
7.48K
$481K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$63.8 - $68.8
|
424
$27.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25.9K+ 6352.09% |
$1.65M - $1.78M
|
26.3K
$1.69M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28+ 0.47% |
$1.84K - $2.02K
|
5.94K
$382K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
107New |
$7.04K - $7.72K
|
107
$6.88K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 4.7% |
$77K - $84.4K
|
26.1K
$1.68M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
966New |
$63.6K - $69.7K
|
966
$62.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.08K- 59.9% |
$466K - $511K
|
4.74K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
778+ 6.78% |
$51.2K - $56.1K
|
12.3K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 1.59% |
$13.2K - $14.4K
|
12.4K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.94KNew |
$325K - $356K
|
4.94K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-987- 14.93% |
$64.9K - $71.2K
|
5.63K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
159+ 1.28% |
$10.5K - $11.5K
|
12.6K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.76K- 11.49% |
$379K - $415K
|
44.4K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-128- 1.22% |
$8.42K - $9.23K
|
10.4K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14.1KNew |
$925K - $1.01M
|
14.1K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.3K+ 3.58% |
$3.84M - $4.21M
|
1.69M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-275- 3.44% |
$18.1K - $19.8K
|
7.71K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 17.3% |
$244K - $268K
|
17.8K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
99.5K+ 15.27% |
$6.55M - $7.18M
|
751K
$48.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 17.04% |
$92.5K - $101K
|
9.66K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.85KNew |
$253K - $278K
|
3.85K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 31.68% |
$1.1M - $1.2M
|
36K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-486- 9.53% |
$32K - $35.1K
|
4.62K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-266- 1.21% |
$17.5K - $19.2K
|
21.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.52K- 1.9% |
$626K - $686K
|
492K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 2.63% |
$685K - $751K
|
405K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$65.8 - $72.1
|
10.1K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 46.42% |
$750K - $823K
|
13.2K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
16.8K+ 113.51% |
$1.11M - $1.21M
|
31.6K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.9K- 73.56% |
$717K - $786K
|
3.92K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.7KNew |
$243K - $267K
|
3.7K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
70New |
$4.61K - $5.05K
|
70
$4.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-135- 0.8% |
$8.88K - $9.74K
|
16.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.1K+ 36.93% |
$1.13M - $1.23M
|
63.4K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.1K- 21.76% |
$72.4K - $79.4K
|
3.95K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.82K+ 5.8% |
$186K - $204K
|
51.4K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.14K- 9.98% |
$140K - $154K
|
19.3K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.6K- 12.33% |
$695K - $762K
|
75.1K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.21K+ 3.77% |
$146K - $160K
|
60.9K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-414- 15.9% |
$27.2K - $29.9K
|
2.19K
$141K
|
|