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 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-245- 49.0% |
$16.1K - $17.7K
|
255
$16.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.35K- 2.04% |
$88.6K - $97.1K
|
64.7K
$4.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
13KNew |
$852K - $934K
|
13K
$833K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.3KNew |
$217K - $238K
|
3.3K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$26.3K - $28.9K
|
400
$25.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-100- 1.54% |
$6.58K - $7.21K
|
6.37K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
302+ 25.21% |
$19.9K - $21.8K
|
1.5K
$96.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-140- 0.46% |
$9.21K - $10.1K
|
30K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.5K+ 10.22% |
$4.58M - $5.02M
|
750K
$48.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.57K+ 9.4% |
$169K - $185K
|
29.9K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 81.15% |
$953K - $1.04M
|
32.3K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.12K+ 8623.08% |
$73.8K - $80.9K
|
1.13K
$72.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$6.58K - $7.21K
|
100
$6.43K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
835+ 4.17% |
$54.9K - $60.2K
|
20.9K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88.8K- 26.95% |
$5.84M - $6.41M
|
241K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-192- 2.39% |
$12.6K - $13.9K
|
7.84K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.34K+ 3.21% |
$154K - $169K
|
75.3K
$4.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.64KNew |
$240K - $263K
|
3.64K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
732New |
$48.2K - $52.8K
|
732
$47.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-592- 3.23% |
$38.9K - $42.7K
|
17.7K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-78- 0.5% |
$5.13K - $5.63K
|
15.6K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-902- 1.61% |
$59.3K - $65.1K
|
55K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.11% |
$724 - $794
|
9.74K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
253New |
$16.6K - $18.3K
|
253
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.5KNew |
$296K - $324K
|
4.5K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
253New |
$16.6K - $18.3K
|
253
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 0.98% |
$1.91K - $2.09K
|
3K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.01K- 14.09% |
$66.4K - $72.9K
|
6.16K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.24K- 3.15% |
$608K - $666K
|
284K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 0.59% |
$2.17K - $2.38K
|
5.55K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.9K- 1.52% |
$190K - $209K
|
188K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-151- 3.6% |
$9.93K - $10.9K
|
4.05K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.71KNew |
$639K - $700K
|
9.71K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.53KNew |
$232K - $255K
|
3.53K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.88K+ 1.45% |
$387K - $424K
|
411K
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 57.57% |
$109K - $120K
|
4.55K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
526KNew |
$34.6M - $37.9M
|
526K
$33.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.97K+ 17.45% |
$261K - $286K
|
26.7K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-329- 4.22% |
$21.6K - $23.7K
|
7.48K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
111New |
$7.3K - $8.01K
|
111
$7.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
10.6KNew |
$699K - $767K
|
10.6K
$683K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-85- 7.64% |
$5.59K - $6.13K
|
1.03K
$66K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-469- 22.84% |
$30.9K - $33.8K
|
1.58K
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.39K+ 107.14% |
$618K - $677K
|
18.2K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.0% |
$197 - $216
|
61.9K
$3.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$65.8 - $72.1
|
3.32K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-334- 0.46% |
$22K - $24.1K
|
72.6K
$4.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
8+ 0.04% |
$526 - $577
|
21.3K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-47- 1.09% |
$3.09K - $3.39K
|
4.25K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.36K+ 14.4% |
$89.7K - $98.4K
|
10.8K
$697K
|