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 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
$320K
|
|
|
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
$12.9K
|
|
|
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
$51.5K
|
|
| 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
$26.8K
|
|
|
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
$100K
|
|
|
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
$8.81K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-92Closed |
$3.33K - $3.41K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1KNew |
$36.2K - $37.1K
|
1K
$64.3K
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-201Closed |
$7.28K - $7.45K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.29KClosed |
$82.8K - $84.7K
|
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
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.9KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-53.4KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-272Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-140KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-804Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-804Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-189Closed |
N/A
|
0
$0
|
|
|
Apr 05, 2019
Q1 2019
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Ubs Group Ag
|
BUY
|
PUT |
6KNew |
N/A
|
6K
$386K
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
109+ 19.71% |
N/A
|
662
$42.6K
|
|