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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.9KNew |
$752K - $825K
|
14.9K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7.6KNew |
$385K - $422K
|
7.6K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.76KNew |
$292K - $320K
|
5.76K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.63K- 29.27% |
$133K - $146K
|
6.36K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$59K - $64.7K
|
1.17K
$81.4K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.89K- 53.02% |
$298K - $327K
|
5.22K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-66- 10.71% |
$3.34K - $3.66K
|
550
$38.4K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-621- 1.54% |
$31.4K - $34.5K
|
39.6K
$2.77M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-92- 73.6% |
$4.66K - $5.11K
|
33
$2.3K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
440+ 3.8% |
$22.3K - $24.4K
|
12K
$839K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.1K+ 54900.0% |
$55.6K - $60.9K
|
1.1K
$76.8K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.96K- 9.65% |
$99.2K - $109K
|
18.4K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.07KNew |
$206K - $226K
|
4.07K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 99.5% |
$89.8K - $98.5K
|
9
$629
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.3KNew |
$521K - $572K
|
10.3K
$719K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
475New |
$24K - $26.4K
|
475
$33.2K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1K- 20.41% |
$50.6K - $55.5K
|
3.9K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$10.1K - $11.1K
|
200
$14K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.25K- 20.0% |
$63.3K - $69.4K
|
5K
$349K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
142New |
$7.19K - $7.88K
|
142
$9.92K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
175New |
$8.86K - $9.71K
|
175
$12.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
392+ 7.97% |
$19.8K - $21.8K
|
5.31K
$371K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11New |
$557 - $611
|
11
$768
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
350New |
$17.7K - $19.4K
|
350
$24.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.03% |
$101 - $111
|
6.18K
$431K
|
|
|
Apr 13, 2023
Q1 2023
|
Dudley & Shanley, Inc.
|
BUY
|
- |
32.8KNew |
$1.66M - $1.82M
|
32.8K
$2.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.53K- 33.4% |
$128K - $140K
|
5.04K
$352K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-30- 9.09% |
$1.52K - $1.67K
|
300
$21K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
3.48KNew |
$159K - $187K
|
3.48K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.14K - $10.8K
|
200
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
391New |
$17.9K - $21K
|
391
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
115New |
$5.26K - $6.19K
|
115
$8.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.02KNew |
$275K - $324K
|
6.02K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$20.6K - $24.2K
|
450
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226New |
$10.3K - $12.2K
|
226
$15.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
164New |
$7.49K - $8.82K
|
164
$11.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254New |
$11.6K - $13.7K
|
254
$17.7K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
21+ 150.0% |
$960 - $1.13K
|
35
$2.44K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4KNew |
$183K - $215K
|
4K
$279K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
29.2KNew |
$1.34M - $1.57M
|
29.2K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-20- 51.28% |
$914 - $1.08K
|
19
$1.33K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
304+ 2.6% |
$13.9K - $16.4K
|
12K
$837K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.92% |
$45.7 - $53.8
|
53
$3.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$3.2K - $3.77K
|
70
$4.89K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
331New |
$15.1K - $17.8K
|
331
$23.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
137New |
$6.26K - $7.37K
|
137
$9.57K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$63.8K - $75.1K
|
1.4K
$97.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
385New |
$17.6K - $20.7K
|
385
$26.9K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
42+ 0.71% |
$1.92K - $2.26K
|
5.92K
$413K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$1.37K - $1.61K
|
30
$2.1K
|
|