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 14, 2019
Q4 2018
|
Ubs Group Ag
|
BUY
|
PUT |
6KNew |
N/A
|
6K
$386K
|
|
|
Feb 13, 2019
Q4 2018
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
110New |
N/A
|
110
$7.07K
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-752Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-7.25KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-46.8KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-47.2KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
New Capital Management LP
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-325Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-648Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-612Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$704K
|
|
|
Nov 13, 2018
Q3 2018
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.25KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-228Closed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
175New |
N/A
|
175
$11.3K
|
|
| Q2 2018 | |||||||
|
Feb 13, 2024
Q2 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$174K
|
|
|
Aug 15, 2018
Q2 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$77.2K
|
|
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
BUY
|
- |
38.8KNew |
N/A
|
38.8K
$2.49M
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$64.3
|
|
|
Jul 25, 2018
Q2 2018
|
American Research & Management Co.
|
BUY
|
- |
70New |
N/A
|
70
$4.5K
|
|
| Q2 2017 | |||||||
|
Sep 13, 2021
Q2 2017
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-193- 43.76% |
N/A
|
248
$15.9K
|
|