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 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
732New |
$48.2K - $52.8K
|
732
$49.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-592- 3.23% |
$38.9K - $42.7K
|
17.7K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-78- 0.5% |
$5.13K - $5.63K
|
15.6K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.11% |
$724 - $794
|
9.74K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.5KNew |
$296K - $324K
|
4.5K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-902- 1.61% |
$59.3K - $65.1K
|
55K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-778- 64.78% |
$51.2K - $56.1K
|
423
$28.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
835+ 4.17% |
$54.9K - $60.2K
|
20.9K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 0.98% |
$1.91K - $2.09K
|
3K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
253New |
$16.6K - $18.3K
|
253
$17K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.24K- 3.15% |
$608K - $666K
|
284K
$19.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.01K- 14.09% |
$66.4K - $72.9K
|
6.16K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 0.59% |
$2.17K - $2.38K
|
5.55K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 57.57% |
$109K - $120K
|
4.55K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.88K+ 1.45% |
$387K - $424K
|
411K
$27.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.53KNew |
$232K - $255K
|
3.53K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
549+ 10.24% |
$36.1K - $39.6K
|
5.91K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.71KNew |
$639K - $700K
|
9.71K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-151- 3.6% |
$9.93K - $10.9K
|
4.05K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.9K- 1.52% |
$190K - $209K
|
188K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.97K+ 17.45% |
$261K - $286K
|
26.7K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-85- 7.64% |
$5.59K - $6.13K
|
1.03K
$69K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
526KNew |
$34.6M - $37.9M
|
526K
$35.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
111New |
$7.3K - $8.01K
|
111
$7.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-329- 4.22% |
$21.6K - $23.7K
|
7.48K
$502K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-469- 22.84% |
$30.9K - $33.8K
|
1.58K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
10.6KNew |
$699K - $767K
|
10.6K
$714K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$65.8 - $72.1
|
3.32K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.0% |
$197 - $216
|
61.9K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-334- 0.46% |
$22K - $24.1K
|
72.6K
$4.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.39K+ 107.14% |
$618K - $677K
|
18.2K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-47- 1.09% |
$3.09K - $3.39K
|
4.25K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
8+ 0.04% |
$526 - $577
|
21.3K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.36K+ 14.4% |
$89.7K - $98.4K
|
10.8K
$728K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-448- 0.73% |
$29.5K - $32.3K
|
60.8K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
32.1K+ 945.02% |
$2.11M - $2.31M
|
35.4K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-28- 0.32% |
$1.84K - $2.02K
|
8.68K
$583K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.88K+ 4.05% |
$321K - $352K
|
125K
$8.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
900+ 7.19% |
$59.2K - $64.9K
|
13.4K
$902K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.72K- 26.94% |
$113K - $124K
|
4.66K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
260+ 3.85% |
$17.1K - $18.8K
|
7.01K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-14.9K- 11.14% |
$979K - $1.07M
|
119K
$7.98M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 1.33% |
$1.84K - $2.02K
|
2.07K
$139K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.17KNew |
$275K - $301K
|
4.17K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$65.8 - $72.1
|
1K
$67.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-193- 0.47% |
$12.7K - $13.9K
|
40.6K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
756New |
$49.7K - $54.5K
|
756
$50.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.6KNew |
$105K - $116K
|
1.6K
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 6.93% |
$161K - $176K
|
37.7K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
832+ 22.2% |
$54.7K - $60K
|
4.58K
$308K
|