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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.42K- 4.68% |
$141K - $161K
|
49.2K
$3.18M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.58K- 68.79% |
$92.3K - $105K
|
716
$46.3K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.34K+ 25.37% |
$78.5K - $89.3K
|
6.63K
$429K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.5K+ 28.29% |
$146K - $166K
|
11.3K
$732K
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.24K- 1.81% |
$72.4K - $82.4K
|
67.1K
$4.34M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.06K+ 30.42% |
$179K - $204K
|
13.1K
$850K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.39KNew |
$198K - $226K
|
3.39K
$220K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-639- 1.12% |
$37.4K - $42.5K
|
56.5K
$3.65M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-252- 4.25% |
$14.7K - $16.8K
|
5.67K
$367K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.47K- 33.79% |
$495K - $564K
|
16.6K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2KNew |
$117K - $133K
|
2K
$130K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.34K- 23.71% |
$137K - $156K
|
7.53K
$487K
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-568- 0.94% |
$33.2K - $37.8K
|
60K
$3.88M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.9K- 37.53% |
$520K - $592K
|
14.8K
$958K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.2K+ 274.55% |
$770K - $877K
|
18K
$1.16M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.67K+ 1.29% |
$156K - $177K
|
209K
$13.6M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.03% |
$117 - $133
|
5.8K
$375K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.4K+ 12.25% |
$81.6K - $92.9K
|
12.8K
$827K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
711+ 1.44% |
$41.6K - $47.3K
|
50.1K
$3.24M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.13KNew |
$66.3K - $75.4K
|
1.13K
$73.3K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-48- 0.08% |
$2.81K - $3.2K
|
62.3K
$4.03M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.97K+ 233.1% |
$174K - $198K
|
4.25K
$275K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
312K+ 147.67% |
$18.3M - $20.8M
|
524K
$33.9M
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-450- 7.83% |
$26.3K - $30K
|
5.3K
$343K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.03% |
$58.5 - $66.6
|
3.84K
$248K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-216- 1.54% |
$12.6K - $14.4K
|
13.8K
$896K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-150- 2.36% |
$8.77K - $9.99K
|
6.2K
$401K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
229+ 4.99% |
$13.4K - $15.2K
|
4.82K
$312K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$8.77K - $9.99K
|
150
$9.71K
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.3KNew |
$776K - $883K
|
13.3K
$858K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.57K- 2.75% |
$92K - $105K
|
55.7K
$3.6M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.83K+ 0.46% |
$224K - $255K
|
833K
$53.9M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.21K+ 2.99% |
$70.6K - $80.3K
|
41.6K
$2.69M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5K+ 137.32% |
$292K - $333K
|
8.64K
$559K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.4KNew |
$725K - $826K
|
12.4K
$802K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-408- 67.44% |
$23.9K - $27.2K
|
197
$12.7K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 13.3% |
$694K - $790K
|
101K
$6.54M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-88- 1.94% |
$5.15K - $5.86K
|
4.44K
$287K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
2.66K+ 28.1% |
$155K - $177K
|
12.1K
$784K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.12K- 4.17% |
$65.2K - $74.2K
|
25.6K
$1.66M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.85K+ 0.68% |
$108K - $123K
|
274K
$17.7M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.84K+ 1.25% |
$166K - $189K
|
231K
$14.9M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.96K+ 22.24% |
$290K - $330K
|
27.3K
$1.76M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.1K- 3.91% |
$1.35M - $1.54M
|
567K
$36.7M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 7.25% |
$1.75K - $2K
|
444
$28.7K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
661+ 16.49% |
$38.7K - $44K
|
4.67K
$302K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
500+ 3.76% |
$29.2K - $33.3K
|
13.8K
$893K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
823+ 2.07% |
$48.1K - $54.8K
|
40.6K
$2.63M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$23.4K - $26.6K
|
400
$25.9K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
191New |
$11.2K - $12.7K
|
191
$12.4K
|