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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 22.94% |
$13.7K - $16.4K
|
1.01K
$71.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5New |
$229 - $273
|
5
$356
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75New |
$3.43K - $4.09K
|
75
$5.33K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
440New |
$20.1K - $24K
|
440
$31.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-13.4K- 39.06% |
$613K - $732K
|
20.9K
$1.49M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-350- 1.65% |
$16K - $19.1K
|
20.9K
$1.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-174- 1.74% |
$7.96K - $9.5K
|
9.85K
$700K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.6K+ 303.03% |
$73.2K - $87.3K
|
2.13K
$151K
|
|
| Q2 2022 | |||||||
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50+ 151.52% |
$2.17K - $2.69K
|
83
$5.9K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
44+ 7.33% |
$1.91K - $2.36K
|
644
$45.8K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
384New |
$16.7K - $20.6K
|
384
$27.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
$434K - $537K
|
10K
$711K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.35KNew |
$102K - $126K
|
2.35K
$167K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-104Closed |
$4.51K - $5.59K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.76KNew |
$207K - $256K
|
4.76K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.84KClosed |
$167K - $206K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1KClosed |
$43.4K - $53.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-94- 0.99% |
$4.08K - $5.05K
|
9.37K
$666K
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-46KClosed |
$2M - $2.47M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.73K- 21.87% |
$75.1K - $93K
|
6.18K
$440K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
26New |
$1.13K - $1.4K
|
26
$1.85K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2KClosed |
$86.8K - $107K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.94KNew |
$214K - $265K
|
4.94K
$351K
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.89KClosed |
$169K - $209K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
226New |
$9.81K - $12.1K
|
226
$16.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
300New |
$13K - $16.1K
|
300
$21.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-47.7K- 58.1% |
$2.07M - $2.56M
|
34.4K
$2.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
200New |
$8.68K - $10.7K
|
200
$14.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-263Closed |
$11.4K - $14.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$86.8 - $107
|
4.58K
$326K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.12KNew |
$91.8K - $114K
|
2.12K
$150K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
165New |
$7.16K - $8.87K
|
165
$11.7K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.94KClosed |
$84.1K - $104K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
150New |
$6.51K - $8.06K
|
150
$10.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$73.4K - $90.9K
|
1.69K
$120K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$8.68K - $10.7K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5New |
$217 - $269
|
5
$356
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.26KClosed |
$98.1K - $121K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-813Closed |
$40.3K - $48.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.33KClosed |
$165K - $199K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.59KClosed |
$178K - $215K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
7.2KNew |
$357K - $431K
|
7.2K
$512K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.7KNew |
$134K - $161K
|
2.7K
$192K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17New |
$843 - $1.02K
|
17
$1.21K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.53KClosed |
$175K - $211K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-90Closed |
$4.46K - $5.38K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.75KClosed |
$385K - $464K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-175Closed |
$8.68K - $10.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-21.2KClosed |
$1.05M - $1.27M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-4KClosed |
$198K - $239K
|
0
$0
|
|