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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
Arrow Financial Corp
|
SELL
|
- |
-171Closed |
$6.81K - $7.94K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Elk River Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$503K - $586K
|
12.6K
$889K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
7.25KNew |
$289K - $337K
|
7.25K
$510K
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150Closed |
$5.97K - $6.97K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-48Closed |
$1.91K - $2.23K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Sol Capital Management CO
|
BUY
|
- |
5KNew |
$199K - $232K
|
5K
$352K
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-704Closed |
$28K - $32.7K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$112K - $131K
|
2.82K
$198K
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.1KClosed |
$403K - $454K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-319Closed |
$11.5K - $13K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
200New |
$7.24K - $8.16K
|
200
$14.1K
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-2KClosed |
$72.4K - $81.6K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.4KClosed |
$50.7K - $57.1K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-290Closed |
$10.5K - $11.8K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$383K - $432K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.41K- 22.09% |
$41.4K - $54.9K
|
4.97K
$350K
|
|
|
Aug 13, 2020
Q2 2020
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-23KClosed |
$676K - $897K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200New |
$5.87K - $7.79K
|
200
$14.1K
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1KClosed |
$29.3K - $38.9K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.29KClosed |
$37.9K - $50.3K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-100Closed |
$2.93K - $3.89K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$35.2K - $46.7K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
BUY
|
- |
800New |
$23.5K - $31.1K
|
800
$56.3K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-41.9KClosed |
$1.12M - $1.72M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-10.6KClosed |
$283K - $435K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.13KClosed |
$30.1K - $46.2K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8Closed |
$214 - $329
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-102Closed |
$2.73K - $4.19K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.21KClosed |
$32.4K - $49.9K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-500Closed |
$13.4K - $20.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-319KClosed |
$8.53M - $13.1M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.44KClosed |
$119K - $182K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-285Closed |
$7.62K - $11.7K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
BUY
|
- |
416New |
$11.1K - $17.1K
|
416
$29.3K
|
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-9.01KClosed |
$241K - $371K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.56KNew |
$41.7K - $64.1K
|
1.56K
$110K
|
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-700Closed |
$18.7K - $28.8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-282Closed |
$9.83K - $10.9K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-34.5KClosed |
$1.2M - $1.33M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-211Closed |
$7.36K - $8.17K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Q3 Asset Management
|
SELL
|
- |
-26.6KClosed |
$927K - $1.03M
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
BUY
|
- |
137New |
$4.78K - $5.3K
|
137
$9.64K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1KNew |
$36.2K - $37.1K
|
1K
$70.4K
|
|
|
Nov 12, 2019
Q3 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-92Closed |
$3.33K - $3.41K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.29KClosed |
$82.8K - $84.7K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-201Closed |
$7.28K - $7.45K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-855Closed |
$31K - $31.7K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
First Command Financial Services, Inc.
|
SELL
|
- |
-88Closed |
$3.19K - $3.26K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Command Bank
|
SELL
|
- |
-88Closed |
$3.19K - $3.26K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-600Closed |
$21.7K - $22.2K
|
0
$0
|
|