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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
411New |
$20.5K - $25.2K
|
411
$28.7K
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.41KNew |
$170K - $209K
|
3.41K
$238K
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.53KNew |
$175K - $216K
|
3.53K
$246K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-228- 5.19% |
$11.3K - $14K
|
4.16K
$291K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 7.87% |
$24.9K - $30.6K
|
5.85K
$409K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
645New |
$32.1K - $39.5K
|
645
$45K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
325New |
$17.2K - $19K
|
325
$22.7K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.05KNew |
$108K - $120K
|
2.05K
$143K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
100+ 0.47% |
$5.28K - $5.83K
|
21.3K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 14.54% |
$55.8K - $61.6K
|
6.21K
$434K
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.29KNew |
$332K - $367K
|
6.29K
$439K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.43% |
$52.8 - $58.3
|
231
$16.1K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.43K- 37.12% |
$128K - $142K
|
4.12K
$288K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.23% |
$52.8 - $58.3
|
82
$5.73K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
11.1KNew |
$587K - $649K
|
11.1K
$777K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.2KNew |
$63.3K - $70K
|
1.2K
$83.8K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.9KNew |
$786K - $868K
|
14.9K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-225- 13.31% |
$11.9K - $13.1K
|
1.47K
$102K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 0.43% |
$792 - $875
|
3.54K
$247K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 152.06% |
$140K - $155K
|
4.41K
$308K
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.4K- 92.31% |
$602K - $665K
|
950
$66.3K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-33.2K- 46.92% |
$1.76M - $1.94M
|
37.6K
$2.63M
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.1% |
$370 - $408
|
6.85K
$478K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
321+ 27.58% |
$16.9K - $18.7K
|
1.49K
$104K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.49K+ 0.82% |
$78.4K - $86.6K
|
183K
$12.7M
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.73K+ 30.01% |
$91.2K - $101K
|
7.49K
$523K
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$106 - $117
|
2
$140
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-920- 68.4% |
$48.6K - $53.7K
|
425
$29.7K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
276New |
$14.6K - $16.1K
|
276
$19.3K
|
|
Q2 2023 | |||||||
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.19KNew |
$112K - $123K
|
2.19K
$153K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.22KNew |
$268K - $294K
|
5.22K
$364K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.71KNew |
$190K - $209K
|
3.71K
$259K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1KNew |
$51.4K - $56.5K
|
1K
$70K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4KNew |
$205K - $226K
|
4K
$279K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-456- 15.92% |
$23.4K - $25.7K
|
2.41K
$168K
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.68KNew |
$189K - $208K
|
3.68K
$257K
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.99KNew |
$256K - $281K
|
4.99K
$349K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.76% |
$1.54K - $1.69K
|
3.97K
$277K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.72KNew |
$191K - $210K
|
3.72K
$260K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.8KNew |
$92.4K - $102K
|
1.8K
$126K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-204- 3.67% |
$10.5K - $11.5K
|
5.36K
$374K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.5% |
$51.3 - $56.4
|
203
$14.2K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.32K- 34.71% |
$119K - $131K
|
4.36K
$304K
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1K- 16.08% |
$51.3K - $56.4K
|
5.22K
$365K
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7New |
$359 - $395
|
7
$489
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
143New |
$7.33K - $8.06K
|
143
$9.99K
|
|
Q1 2023 | |||||||
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
92New |
$4.66K - $5.11K
|
92
$6.43K
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.69KClosed |
$389K - $427K
|
0
$0
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-100- 11.11% |
$5.06K - $5.55K
|
800
$55.9K
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-419- 98.13% |
$21.2K - $23.3K
|
8
$559
|