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 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.06KNew |
$178K - $214K
|
3.06K
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-101- 1.45% |
$5.87K - $7.06K
|
6.88K
$492K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.1K- 32.55% |
$590K - $709K
|
21K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
108+ 0.51% |
$6.28K - $7.55K
|
21.3K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.39K+ 10.58% |
$80.7K - $97K
|
14.5K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-201- 6.42% |
$11.7K - $14.1K
|
2.93K
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.65K- 2.29% |
$96.1K - $116K
|
70.5K
$5.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
651+ 10.36% |
$37.8K - $45.5K
|
6.93K
$496K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.3K+ 14.54% |
$366K - $441K
|
49.7K
$3.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-522- 3.85% |
$30.3K - $36.5K
|
13K
$932K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-260- 3.47% |
$15.1K - $18.2K
|
7.24K
$517K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
802+ 5.32% |
$46.6K - $56.1K
|
15.9K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-249- 1.86% |
$14.5K - $17.4K
|
13.1K
$937K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.14K- 9.89% |
$357K - $429K
|
56K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.74KNew |
$101K - $122K
|
1.74K
$125K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4KNew |
$603K - $726K
|
10.4K
$742K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 22.58% |
$89.7K - $108K
|
5.29K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.17% |
$174 - $210
|
1.77K
$126K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.34K- 14.31% |
$77.6K - $93.3K
|
8K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32+ 0.67% |
$1.86K - $2.24K
|
4.78K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.32KNew |
$251K - $302K
|
4.32K
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$233 - $280
|
32K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-170- 2.56% |
$9.88K - $11.9K
|
6.47K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
296New |
$17.2K - $20.7K
|
296
$21.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-847- 5.73% |
$49.2K - $59.2K
|
13.9K
$997K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.41% |
$233 - $280
|
984
$70.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 1.22% |
$1.92K - $2.31K
|
2.74K
$196K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-492- 5.23% |
$28.6K - $34.4K
|
8.92K
$638K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.25% |
$581 - $699
|
3.99K
$285K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-607- 0.46% |
$35.3K - $42.4K
|
133K
$9.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.28% |
$58.1 - $69.9
|
357
$25.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.36KNew |
$195K - $235K
|
3.36K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$58.1 - $69.9
|
5.35K
$382K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 26.77% |
$640K - $770K
|
30.1K
$2.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.7K+ 14.87% |
$1.03M - $1.24M
|
137K
$9.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
215New |
$12.5K - $15K
|
215
$15.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.55K+ 3.5% |
$90.1K - $108K
|
45.8K
$3.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.24% |
$58.1 - $69.9
|
411
$29.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 32.03% |
$83.1K - $100K
|
3.03K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.13% |
$58.1 - $69.9
|
759
$54.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
100New |
$5.81K - $6.99K
|
100
$7.15K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-145- 20.63% |
$8.43K - $10.1K
|
558
$39.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-804- 5.37% |
$46.7K - $56.2K
|
14.2K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
600New |
$34.9K - $42K
|
600
$42.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-436- 11.07% |
$25.3K - $30.5K
|
3.5K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.97KNew |
$172K - $207K
|
2.97K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.02KNew |
$233K - $281K
|
4.02K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
130+ 0.8% |
$7.56K - $9.09K
|
16.4K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.08K+ 12.82% |
$62.6K - $75.3K
|
9.48K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.88K- 38.1% |
$167K - $201K
|
4.68K
$335K
|