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 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86New |
$4.71K - $5.23K
|
86
$6.12K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
500+ 100.0% |
$27.4K - $30.4K
|
1K
$71.1K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
240New |
$12.9K - $14.3K
|
240
$17.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-52Closed |
$2.8K - $3.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-2.35MClosed |
$126M - $140M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.72KClosed |
$308K - $341K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 28.5% |
$3.07K - $3.4K
|
257
$18.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-9.38KClosed |
$505K - $559K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-20Closed |
$1.08K - $1.19K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-50Closed |
$2.69K - $2.98K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
133New |
$7.16K - $7.93K
|
133
$9.46K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.12KClosed |
$114K - $126K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-498Closed |
$26.8K - $29.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Polianta LTD
|
SELL
|
- |
-206K- 48.18% |
$11.1M - $12.3M
|
222K
$15.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-160- 7.41% |
$8.61K - $9.54K
|
2K
$142K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
97New |
$4.84K - $5.19K
|
97
$6.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-401Closed |
$20K - $21.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.13KClosed |
$56.1K - $60.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-800Closed |
$39.9K - $42.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-400Closed |
$20K - $21.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-662Closed |
$33K - $35.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.57KClosed |
$78.3K - $84K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.62KClosed |
$80.6K - $86.5K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
915New |
$45.6K - $49K
|
915
$65.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-631Closed |
$31.5K - $33.8K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.45KClosed |
$122K - $131K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.41KNew |
$64.7K - $69.9K
|
1.41K
$101K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-550Closed |
$25.2K - $27.2K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-550Closed |
$25.2K - $27.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-60- 29.27% |
$2.75K - $2.97K
|
145
$10.3K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.63KClosed |
$74.7K - $80.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-42.4KClosed |
$1.94M - $2.1M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
100New |
$4.58K - $4.94K
|
100
$7.11K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-435Closed |
$19.9K - $21.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.16KClosed |
$145K - $156K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
5.22KNew |
$239K - $258K
|
5.22K
$371K
|
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
150+ 37.5% |
$6.86K - $7.41K
|
550
$39.1K
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-500Closed |
$22.9K - $24.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-507Closed |
$23.2K - $25.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-200Closed |
$9.15K - $9.89K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-863Closed |
$39.5K - $42.7K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-33Closed |
$1.51K - $1.63K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-82Closed |
$3.75K - $4.05K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
765New |
$35K - $37.8K
|
765
$54.4K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
107New |
$4.26K - $4.97K
|
107
$7.61K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
33.5KNew |
$1.33M - $1.56M
|
33.5K
$2.38M
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1KClosed |
$39.8K - $46.5K
|
0
$0
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
41New |
$1.63K - $1.9K
|
41
$2.92K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.24KClosed |
$89K - $104K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-390- 38.2% |
$15.5K - $18.1K
|
631
$44.9K
|
|