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 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-117- 3.18% |
$7.38K - $8.06K
|
3.56K
$248K
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
118KNew |
$7.43M - $8.12M
|
118K
$8.21M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.15K- 20.31% |
$72.6K - $79.4K
|
4.52K
$315K
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.69K+ 36.58% |
$107K - $116K
|
6.31K
$440K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.14% |
$63 - $68.9
|
703
$49K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11K+ 17.41% |
$692K - $757K
|
74K
$5.16M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-590- 17.26% |
$37.2K - $40.7K
|
2.83K
$197K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
11+ 4.76% |
$693 - $758
|
242
$16.9K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-973- 88.29% |
$61.3K - $67.1K
|
129
$8.99K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
519+ 47.31% |
$32.7K - $35.8K
|
1.62K
$113K
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-19- 0.35% |
$1.2K - $1.31K
|
5.39K
$375K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.12K- 19.68% |
$70.4K - $76.9K
|
4.56K
$317K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.18% |
$126 - $138
|
1.11K
$77.4K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
451New |
$28.4K - $31.1K
|
451
$31.4K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.21K+ 17.25% |
$266K - $290K
|
28.6K
$1.99M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.17K- 24.71% |
$137K - $150K
|
6.62K
$461K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
703+ 18.51% |
$44.3K - $48.5K
|
4.5K
$314K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.98KNew |
$314K - $343K
|
4.98K
$347K
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20+ 0.03% |
$1.26K - $1.38K
|
59.2K
$4.12M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 2.78% |
$441 - $483
|
259
$18K
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
230+ 1.11% |
$14.5K - $15.9K
|
21K
$1.47M
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1- 0.02% |
$63 - $68.9
|
4.46K
$310K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
375+ 2.25% |
$23.6K - $25.8K
|
17K
$1.19M
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.92K- 2.83% |
$247K - $270K
|
134K
$9.36M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40+ 22.47% |
$2.52K - $2.76K
|
218
$15.2K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2K- 19.79% |
$126K - $138K
|
8.1K
$565K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-153- 19.08% |
$9.65K - $10.5K
|
649
$45.2K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
168New |
$10.6K - $11.6K
|
168
$11.7K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.76K- 16.26% |
$426K - $466K
|
34.8K
$2.43M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.1K+ 30.33% |
$1.71M - $1.87M
|
117K
$8.12M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.27K- 13.25% |
$143K - $156K
|
14.8K
$1.03M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-45- 0.63% |
$2.84K - $3.1K
|
7.06K
$492K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$189 - $207
|
3.73K
$260K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.79% |
$3.15K - $3.45K
|
6.39K
$445K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 2.73% |
$72K - $78.7K
|
40.7K
$2.84M
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
140+ 2.59% |
$8.83K - $9.65K
|
5.54K
$386K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.1K+ 64.57% |
$3.98M - $4.35M
|
161K
$11.2M
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-386- 4.59% |
$24.3K - $26.6K
|
8.03K
$559K
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
429+ 4.49% |
$27K - $29.6K
|
9.97K
$695K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-184- 0.69% |
$11.6K - $12.7K
|
26.4K
$1.84M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-422- 2.46% |
$26.6K - $29.1K
|
16.7K
$1.17M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
461+ 1.62% |
$29.1K - $31.8K
|
28.9K
$2.01M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 7.94% |
$2.21K - $2.41K
|
406
$28.3K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-155- 0.34% |
$9.77K - $10.7K
|
44.9K
$3.13M
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-74- 26.43% |
$4.66K - $5.1K
|
206
$14.4K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$63 - $68.9
|
1.02K
$70.9K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$63 - $68.9
|
2.12K
$148K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.78K- 7.6% |
$112K - $122K
|
21.6K
$1.5M
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
260+ 5.78% |
$16.4K - $17.9K
|
4.76K
$331K
|