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 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 47.96% |
$2.75K - $3.13K
|
145
$10.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
120New |
$7.02K - $7.99K
|
120
$8.58K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 24.39% |
$58.5K - $66.6K
|
3.1K
$222K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-62.5K- 93.05% |
$3.65M - $4.16M
|
4.67K
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
400New |
$23.4K - $26.6K
|
400
$28.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
50New |
$2.92K - $3.33K
|
50
$3.57K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.8KClosed |
$737K - $908K
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 94.12% |
$796 - $980
|
1
$71.5
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
56New |
$2.79K - $3.43K
|
56
$4K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.6KNew |
$179K - $221K
|
3.6K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
155New |
$7.71K - $9.5K
|
155
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
234New |
$11.6K - $14.3K
|
234
$16.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400New |
$19.9K - $24.5K
|
400
$28.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.06KNew |
$202K - $249K
|
4.06K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.71KNew |
$185K - $227K
|
3.71K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$99.5 - $123
|
1.11K
$79.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.53KNew |
$176K - $216K
|
3.53K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$647 - $797
|
13
$929
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.43KNew |
$171K - $210K
|
3.43K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.37K+ 2.07% |
$68K - $83.7K
|
67.4K
$4.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-800- 6.15% |
$39.8K - $49K
|
12.2K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.5KNew |
$174K - $214K
|
3.5K
$250K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.75KNew |
$236K - $291K
|
4.75K
$340K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 97.96% |
$2.39K - $2.94K
|
1
$71.5
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
64+ 0.09% |
$3.19K - $3.92K
|
71.7K
$5.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.71KNew |
$234K - $289K
|
4.71K
$337K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-482- 6.33% |
$24K - $29.5K
|
7.13K
$510K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.39KNew |
$169K - $208K
|
3.39K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.02% |
$49.8 - $61.3
|
4.94K
$353K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.8K+ 59900.0% |
$89.4K - $110K
|
1.8K
$129K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
411New |
$20.5K - $25.2K
|
411
$29.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 9.26% |
$4.98K - $6.13K
|
980
$70.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.53KNew |
$175K - $216K
|
3.53K
$252K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.41KNew |
$170K - $209K
|
3.41K
$243K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-228- 5.19% |
$11.3K - $14K
|
4.16K
$298K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 7.87% |
$24.9K - $30.6K
|
5.85K
$418K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
645New |
$32.1K - $39.5K
|
645
$46.1K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
325New |
$17.2K - $19K
|
325
$23.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.05KNew |
$108K - $120K
|
2.05K
$147K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
100+ 0.47% |
$5.28K - $5.83K
|
21.3K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.43% |
$52.8 - $58.3
|
231
$16.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 14.54% |
$55.8K - $61.6K
|
6.21K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.43K- 37.12% |
$128K - $142K
|
4.12K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.29KNew |
$332K - $367K
|
6.29K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.23% |
$52.8 - $58.3
|
82
$5.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-225- 13.31% |
$11.9K - $13.1K
|
1.47K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 0.43% |
$792 - $875
|
3.54K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.9KNew |
$786K - $868K
|
14.9K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.2KNew |
$63.3K - $70K
|
1.2K
$85.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
11.1KNew |
$587K - $649K
|
11.1K
$795K
|
|