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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.53K- 3.45% |
$480K - $518K
|
211K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
384New |
$24.5K - $26.4K
|
384
$26.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.83K+ 24.92% |
$563K - $607K
|
44.3K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 8.37% |
$24.9K - $26.8K
|
4.27K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.77K- 12.67% |
$241K - $259K
|
26K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7K+ 94.03% |
$682K - $735K
|
22.1K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
505+ 5.82% |
$32.2K - $34.7K
|
9.18K
$641K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-518- 0.71% |
$33K - $35.6K
|
72.1K
$5.04M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-260- 7.14% |
$16.6K - $17.9K
|
3.38K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-327- 5.89% |
$20.9K - $22.5K
|
5.23K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
341+ 5.74% |
$21.7K - $23.4K
|
6.28K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.04K+ 6.42% |
$513K - $553K
|
133K
$9.31M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
117New |
$7.46K - $8.04K
|
117
$8.17K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.14K+ 365.67% |
$264K - $285K
|
5.28K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.52% |
$6.38K - $6.88K
|
19K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-115- 34.23% |
$7.33K - $7.91K
|
221
$15.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
523+ 3.62% |
$33.4K - $36K
|
15K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2K- 12.86% |
$128K - $138K
|
13.6K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-268- 3.77% |
$17.1K - $18.4K
|
6.83K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.43K- 4.61% |
$91.4K - $98.5K
|
29.7K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.66K- 2.25% |
$170K - $183K
|
116K
$8.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
97+ 2.16% |
$6.19K - $6.67K
|
4.59K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$63.8 - $68.8
|
3.13K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$63.8 - $68.8
|
1.75K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-494- 0.93% |
$31.5K - $34K
|
52.8K
$3.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$51K - $55K
|
800
$55.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 33.34% |
$691K - $745K
|
43.3K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.74K+ 449.27% |
$430K - $463K
|
8.24K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.13K- 8.98% |
$391K - $421K
|
62.1K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.05KNew |
$67K - $72.2K
|
1.05K
$73.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
15.7KNew |
$1M - $1.08M
|
15.7K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
249+ 1.68% |
$15.9K - $17.1K
|
15.1K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
55+ 0.84% |
$3.51K - $3.78K
|
6.64K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-48- 0.31% |
$3.06K - $3.3K
|
15.7K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
178+ 0.65% |
$11.4K - $12.2K
|
27.6K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
919+ 23.88% |
$58.6K - $63.2K
|
4.77K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
890New |
$56.8K - $61.2K
|
890
$62.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$63.8 - $68.8
|
1.52K
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
33+ 4.55% |
$2.1K - $2.27K
|
758
$52.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
75+ 1.74% |
$4.78K - $5.16K
|
4.39K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-248- 50.0% |
$15.8K - $17.1K
|
248
$17.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1.76KNew |
$112K - $121K
|
1.76K
$123K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.28% |
$63.8 - $68.8
|
352
$24.6K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-209- 2.19% |
$13.3K - $14.4K
|
9.33K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
41+ 0.26% |
$2.61K - $2.82K
|
16.1K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
101+ 1.47% |
$6.44K - $6.94K
|
6.98K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-338- 9.58% |
$21.6K - $23.2K
|
3.19K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.23% |
$510 - $550
|
3.52K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$63.8 - $68.8
|
5.47K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-201- 4.31% |
$12.8K - $13.8K
|
4.46K
$312K
|