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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-589- 1.19% |
$34.2K - $41.2K
|
49.1K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.91K+ 149.8% |
$111K - $134K
|
3.19K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.07K+ 15.32% |
$353K - $424K
|
45.7K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
35+ 77.78% |
$2.03K - $2.45K
|
80
$5.72K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-235- 1.84% |
$13.7K - $16.4K
|
12.6K
$897K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 2.19% |
$74.1K - $89.1K
|
59.5K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.05K+ 1.01% |
$294K - $353K
|
506K
$36.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.6K+ 107.68% |
$558K - $671K
|
18.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-463- 2.39% |
$26.9K - $32.4K
|
18.9K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.99KNew |
$174K - $209K
|
2.99K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.78K- 28.13% |
$104K - $125K
|
4.55K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.11K+ 8.82% |
$64.5K - $77.6K
|
13.7K
$979K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
413+ 3.99% |
$24K - $28.9K
|
10.8K
$770K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
52New |
$3.02K - $3.64K
|
52
$3.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-399- 0.66% |
$23.2K - $27.9K
|
60.3K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.9K- 49.77% |
$868K - $1.04M
|
15.1K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.7K- 6.9% |
$157K - $189K
|
36.4K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.91KNew |
$169K - $203K
|
2.91K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 4.06% |
$62.5K - $75.2K
|
27.6K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
6.55K+ 1.8% |
$381K - $458K
|
370K
$26.4M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.38K+ 28.92% |
$371K - $446K
|
28.4K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 23.89% |
$58.4K - $70.3K
|
5.21K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
360New |
$20.9K - $25.2K
|
360
$25.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.68K- 27.76% |
$97.4K - $117K
|
4.36K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.65K- 0.56% |
$270K - $325K
|
822K
$58.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.92KNew |
$112K - $134K
|
1.92K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.24% |
$58.1 - $69.9
|
420
$30K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
67+ 0.69% |
$3.89K - $4.68K
|
9.71K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
12KNew |
$700K - $842K
|
12K
$861K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.18K+ 10.23% |
$68.7K - $82.6K
|
12.7K
$910K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.5K+ 40.71% |
$145K - $175K
|
8.64K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 1.0% |
$1.16K - $1.4K
|
2.01K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.4K- 2.66% |
$81.6K - $98.1K
|
51.3K
$3.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-153- 1.59% |
$8.89K - $10.7K
|
9.45K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.9KNew |
$168K - $203K
|
2.9K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.12K- 30.11% |
$64.9K - $78.1K
|
2.59K
$185K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7New |
$407 - $489
|
7
$500
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.42K+ 13.13% |
$199K - $239K
|
29.4K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
778+ 0.19% |
$45.2K - $54.4K
|
417K
$29.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
185New |
$10.8K - $12.9K
|
185
$13.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
229+ 2.96% |
$13.3K - $16K
|
7.97K
$570K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-160- 27.12% |
$9.3K - $11.2K
|
430
$30.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200- 4.58% |
$11.6K - $14K
|
4.17K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-653- 1.02% |
$38K - $45.7K
|
63.2K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.76K- 0.95% |
$160K - $193K
|
288K
$20.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-750- 15.68% |
$43.6K - $52.4K
|
4.03K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-529- 10.12% |
$30.8K - $37K
|
4.7K
$336K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5- 0.17% |
$291 - $350
|
3.02K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100+ 2.29% |
$5.81K - $6.99K
|
4.47K
$320K
|