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 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.18K- 24.65% |
$75.2K - $81.1K
|
3.6K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-634- 3.78% |
$40.4K - $43.6K
|
16.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
881+ 1.71% |
$56.2K - $60.6K
|
52.3K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.6KNew |
$612K - $660K
|
9.6K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$270K - $291K
|
4.24K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.8KNew |
$497K - $536K
|
7.8K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-4K- 33.5% |
$255K - $275K
|
7.94K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.65K+ 4.86% |
$233K - $251K
|
78.8K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14+ 0.05% |
$893 - $963
|
30K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.03% |
$191 - $206
|
8.91K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
363KNew |
$23.2M - $25M
|
363K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.46K- 4.59% |
$221K - $238K
|
71.9K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.5K+ 638.4% |
$1.88M - $2.03M
|
34.1K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.97KNew |
$253K - $273K
|
3.97K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 94.74% |
$1.15K - $1.24K
|
1
$69.8
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-251- 1.16% |
$16K - $17.3K
|
21.4K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.83K- 50.0% |
$372K - $401K
|
5.83K
$407K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.76K+ 1.78% |
$558K - $602K
|
501K
$35M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-497- 2.38% |
$31.7K - $34.2K
|
20.4K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.43K+ 7.17% |
$91K - $98.1K
|
21.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
450+ 0.75% |
$28.7K - $30.9K
|
60.7K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.21K+ 5.19% |
$77K - $83.1K
|
24.5K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
140+ 3.7% |
$8.93K - $9.63K
|
3.92K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.84K+ 30.73% |
$309K - $333K
|
20.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-40- 0.32% |
$2.55K - $2.75K
|
12.5K
$876K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-370- 2.69% |
$23.6K - $25.4K
|
13.4K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.79K- 6.25% |
$114K - $123K
|
26.9K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.36K- 14.77% |
$214K - $231K
|
19.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-31.9K- 50.32% |
$2.03M - $2.19M
|
31.5K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.22KNew |
$460K - $496K
|
7.22K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.66K+ 32.28% |
$616K - $664K
|
39.6K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-861- 1.33% |
$54.9K - $59.2K
|
63.8K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.22K- 11.77% |
$333K - $359K
|
39.1K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.21K- 1.0% |
$141K - $152K
|
219K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
258New |
$16.5K - $17.7K
|
258
$18K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-98- 2.95% |
$6.25K - $6.74K
|
3.22K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
174+ 2.52% |
$11.1K - $12K
|
7.09K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.15K+ 150.89% |
$456K - $492K
|
11.9K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.27K- 17.49% |
$145K - $156K
|
10.7K
$748K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36- 44.44% |
$2.3K - $2.48K
|
45
$3.14K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 48.44% |
$912K - $983K
|
43.8K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-400- 22.1% |
$25.5K - $27.5K
|
1.41K
$98.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
164+ 64.31% |
$10.5K - $11.3K
|
419
$29.3K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
602+ 8.43% |
$38.4K - $41.4K
|
7.74K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
850New |
$54.2K - $58.4K
|
850
$59.4K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
333New |
$21.2K - $22.9K
|
333
$23.3K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24K- 21.67% |
$1.53M - $1.65M
|
86.9K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
705+ 12.53% |
$45K - $48.5K
|
6.33K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-143K- 19.01% |
$9.11M - $9.82M
|
608K
$42.5M
|