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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175+ 9.11% |
$11.2K - $12K
|
2.1K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-58.4K- 11.11% |
$3.73M - $4.02M
|
468K
$32.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 16.45% |
$186K - $201K
|
14.8K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.26K- 4.11% |
$144K - $155K
|
52.7K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-234- 0.88% |
$14.9K - $16.1K
|
26.5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48- 1.11% |
$3.06K - $3.3K
|
4.26K
$297K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
229+ 1.82% |
$14.6K - $15.7K
|
12.8K
$893K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
197+ 0.92% |
$12.6K - $13.5K
|
21.5K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.93K- 5.13% |
$123K - $132K
|
35.7K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.5KNew |
$350K - $378K
|
5.5K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-50- 0.78% |
$3.19K - $3.44K
|
6.32K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.07K+ 93.92% |
$67.9K - $73.2K
|
2.2K
$154K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 1.12% |
$294K - $316K
|
416K
$29M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.98KNew |
$126K - $136K
|
1.98K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-333- 0.28% |
$21.2K - $22.9K
|
119K
$8.33M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
695+ 1.42% |
$44.3K - $47.8K
|
49.7K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
171K+ 71.12% |
$10.9M - $11.8M
|
412K
$28.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.68K+ 2.36% |
$426K - $460K
|
290K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
490+ 7.95% |
$31.2K - $33.7K
|
6.65K
$464K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 14.7% |
$147K - $159K
|
13.4K
$935K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
913+ 8.59% |
$58.2K - $62.8K
|
11.5K
$806K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.71KNew |
$237K - $255K
|
3.71K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1+ 0.4% |
$63.8 - $68.8
|
254
$17.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
154+ 0.48% |
$9.82K - $10.6K
|
32K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.22K- 6.87% |
$77.8K - $83.9K
|
16.5K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.38K- 10.45% |
$215K - $232K
|
29K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.42K+ 9.06% |
$218K - $235K
|
41.1K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-151- 20.0% |
$9.63K - $10.4K
|
604
$42.2K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
410New |
$26.1K - $28.2K
|
410
$28.6K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$319 - $344
|
7.48K
$522K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.43K+ 178.29% |
$218K - $235K
|
5.35K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
167+ 3.63% |
$10.6K - $11.5K
|
4.77K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
11.2KNew |
$715K - $771K
|
11.2K
$783K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
35+ 0.12% |
$2.23K - $2.41K
|
28.3K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-447- 10.51% |
$28.5K - $30.7K
|
3.81K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-288- 9.61% |
$18.4K - $19.8K
|
2.71K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
400+ 7.79% |
$25.5K - $27.5K
|
5.54K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
365+ 8.88% |
$23.3K - $25.1K
|
4.47K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
168+ 1.55% |
$10.7K - $11.6K
|
11K
$768K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 1.61% |
$63.8K - $68.8K
|
61.1K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
114+ 2.96% |
$7.27K - $7.84K
|
3.97K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.8K+ 10.24% |
$4.9M - $5.28M
|
827K
$57.8M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.64KNew |
$296K - $319K
|
4.64K
$324K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-69- 0.11% |
$4.4K - $4.74K
|
60.7K
$4.24M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
708New |
$45.1K - $48.7K
|
708
$49.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-200- 94.79% |
$12.8K - $13.8K
|
11
$768
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-173- 3.26% |
$11K - $11.9K
|
5.14K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
325New |
$20.7K - $22.3K
|
325
$22.7K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-500- 11.31% |
$31.9K - $34.4K
|
3.92K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-175- 3.85% |
$11.2K - $12K
|
4.37K
$305K
|