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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-101- 40.24% |
$6.37K - $6.96K
|
150
$10.5K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-137- 1.14% |
$8.64K - $9.44K
|
11.9K
$826K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
822+ 1.48% |
$51.8K - $56.7K
|
56.5K
$3.94M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.39KNew |
$214K - $234K
|
3.39K
$236K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
250+ 454.55% |
$15.8K - $17.2K
|
305
$21.2K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4+ 0.01% |
$252 - $276
|
62.3K
$4.34M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 17.87% |
$6.39M - $6.99M
|
669K
$46.6M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
211+ 1.66% |
$13.3K - $14.5K
|
12.9K
$898K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.05% |
$189 - $207
|
5.8K
$404K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.7KNew |
$1.75M - $1.91M
|
27.7K
$1.93M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
550+ 38.17% |
$34.7K - $37.9K
|
1.99K
$139K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.64KNew |
$608K - $665K
|
9.64K
$672K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.43K- 7.14% |
$90.3K - $98.8K
|
18.6K
$1.3M
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-54- 1.2% |
$3.4K - $3.72K
|
4.43K
$309K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
385New |
$24.3K - $26.5K
|
385
$26.8K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1KNew |
$63.2K - $69.1K
|
1K
$69.8K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
464+ 1.41% |
$29.3K - $32K
|
33.3K
$2.32M
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
11.1KNew |
$701K - $767K
|
11.1K
$775K
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.17K- 6.88% |
$73.8K - $80.7K
|
15.8K
$1.1M
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.44K- 12.29% |
$154K - $168K
|
17.4K
$1.21M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.95K+ 14.13% |
$123K - $134K
|
15.7K
$1.1M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-95- 2.47% |
$5.99K - $6.55K
|
3.74K
$261K
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
26.5KNew |
$1.67M - $1.83M
|
26.5K
$1.85M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-30- 0.25% |
$1.89K - $2.07K
|
12.1K
$842K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
525New |
$33.1K - $36.2K
|
525
$36.6K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-781- 6.3% |
$49.2K - $53.8K
|
11.6K
$810K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.47K- 99.31% |
$219K - $239K
|
24
$1.67K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
107New |
$6.75K - $7.38K
|
107
$7.45K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$1.07K - $1.17K
|
17
$1.18K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
59+ 0.69% |
$3.72K - $4.07K
|
8.6K
$599K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$63 - $68.9
|
3.67K
$256K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
210New |
$13.2K - $14.5K
|
210
$14.6K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.07K- 15.27% |
$194K - $212K
|
17K
$1.19M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.3K- 37.41% |
$145K - $159K
|
3.85K
$268K
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.17KNew |
$200K - $219K
|
3.17K
$221K
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-67- 1.39% |
$4.22K - $4.62K
|
4.75K
$331K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-38.2K- 98.7% |
$2.41M - $2.64M
|
504
$35.1K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.8K+ 16.02% |
$114K - $124K
|
13K
$909K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.06KNew |
$66.6K - $72.9K
|
1.06K
$73.6K
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
12.5KNew |
$785K - $859K
|
12.5K
$868K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
66+ 173.68% |
$4.16K - $4.55K
|
104
$7.25K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-473- 2.85% |
$29.8K - $32.6K
|
16.1K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.49K+ 1.38% |
$346K - $379K
|
403K
$28M
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-28.5K- 23.49% |
$1.8M - $1.96M
|
92.8K
$6.46M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$252 - $276
|
31.9K
$2.22M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 3.15% |
$883 - $965
|
430
$30K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 3.46% |
$4.73K - $5.17K
|
2.1K
$146K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.6KNew |
$290K - $317K
|
4.6K
$321K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.83K- 38.36% |
$620K - $678K
|
15.8K
$1.1M
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
420+ 1.79% |
$26.5K - $29K
|
23.9K
$1.66M
|