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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 25.68% |
$61.5K - $70K
|
3.04K
$194K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$175 - $200
|
12K
$766K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 44.44% |
$234 - $266
|
5
$319
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4.53K- 3.17% |
$265K - $301K
|
138K
$8.83M
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-200- 5.99% |
$11.7K - $13.3K
|
3.14K
$200K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
155+ 4.63% |
$9.07K - $10.3K
|
3.5K
$224K
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$58.5 - $66.6
|
1.11K
$70.8K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.02% |
$58.5 - $66.6
|
4.16K
$266K
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.68K+ 62.66% |
$215K - $245K
|
9.55K
$609K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14K- 3.4% |
$818K - $931K
|
397K
$25.3M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.29KNew |
$192K - $219K
|
3.29K
$210K
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-35.3K- 22.53% |
$2.06M - $2.35M
|
121K
$7.74M
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.08K+ 8.39% |
$62.9K - $71.6K
|
13.9K
$888K
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.35K- 75.16% |
$138K - $157K
|
777
$49.6K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
902New |
$52.8K - $60K
|
902
$57.6K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.1KNew |
$415K - $472K
|
7.1K
$453K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$117 - $133
|
31.9K
$2.03M
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41.9KNew |
$2.45M - $2.79M
|
41.9K
$2.67M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.84K+ 4.98% |
$108K - $122K
|
38.7K
$2.47M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200New |
$11.7K - $13.3K
|
200
$12.8K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
847+ 5.96% |
$49.5K - $56.4K
|
15.1K
$961K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-193- 1.77% |
$11.3K - $12.8K
|
10.7K
$682K
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-887- 14.12% |
$51.9K - $59K
|
5.4K
$344K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
301+ 1.85% |
$17.6K - $20K
|
16.6K
$1.06M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.41K+ 3.98% |
$141K - $161K
|
63.1K
$4.03M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 47.96% |
$2.75K - $3.13K
|
145
$9.26K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.13KNew |
$183K - $208K
|
3.13K
$200K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
475+ 22.35% |
$27.8K - $31.6K
|
2.6K
$166K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
859+ 14.81% |
$50.2K - $57.2K
|
6.66K
$425K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
38New |
$2.22K - $2.53K
|
38
$2.43K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.06KNew |
$179K - $203K
|
3.06K
$195K
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
370+ 2.27% |
$21.6K - $24.6K
|
16.7K
$1.06M
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-4.16K- 33.06% |
$243K - $277K
|
8.41K
$537K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
120New |
$7.02K - $7.99K
|
120
$7.66K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.12K- 2.32% |
$124K - $141K
|
89.4K
$5.71M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-40.2K- 29.12% |
$2.35M - $2.67M
|
97.7K
$6.24M
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 0.6% |
$11.7K - $13.3K
|
33.1K
$2.11M
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-366- 1.54% |
$21.4K - $24.4K
|
23.5K
$1.5M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.62K+ 8.77% |
$94.6K - $108K
|
20.1K
$1.28M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 24.39% |
$58.5K - $66.6K
|
3.1K
$198K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
484+ 12.86% |
$28.3K - $32.2K
|
4.25K
$271K
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-62.5K- 93.05% |
$3.65M - $4.16M
|
4.67K
$298K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-88- 16.64% |
$5.15K - $5.86K
|
441
$28.1K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$191K - $218K
|
3.27K
$209K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$58.5 - $66.6
|
2.12K
$135K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.56K+ 5.79% |
$91K - $104K
|
28.4K
$1.81M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-387- 2.21% |
$22.6K - $25.8K
|
17.1K
$1.09M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-681- 2.5% |
$39.8K - $45.3K
|
26.5K
$1.69M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
400New |
$23.4K - $26.6K
|
400
$25.5K
|