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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.86KNew |
$108K - $130K
|
1.86K
$133K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-78- 66.1% |
$4.53K - $5.45K
|
40
$2.86K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.05KNew |
$177K - $213K
|
3.05K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
390+ 8.7% |
$22.7K - $27.3K
|
4.87K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.5K- 35.37% |
$901K - $1.08M
|
28.3K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.19K- 1.03% |
$69.2K - $83.2K
|
115K
$8.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 1.22% |
$8.72K - $10.5K
|
12.1K
$866K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.07KNew |
$237K - $285K
|
4.07K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-62- 1.3% |
$3.6K - $4.34K
|
4.71K
$336K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-561- 1.77% |
$32.6K - $39.2K
|
31.1K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-95- 3.38% |
$5.52K - $6.64K
|
2.72K
$194K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.39K+ 6.41% |
$197K - $237K
|
56.2K
$4.02M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 0.07% |
$1.22K - $1.47K
|
28.3K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-55- 1.06% |
$3.2K - $3.85K
|
5.16K
$369K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-2.38K- 94.06% |
$138K - $166K
|
150
$10.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63.9K- 98.74% |
$3.71M - $4.46M
|
817
$58.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 0.73% |
$11.6K - $14K
|
27.4K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-297- 8.78% |
$17.3K - $20.8K
|
3.08K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-140- 3.01% |
$8.14K - $9.79K
|
4.5K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-760- 2.7% |
$44.2K - $53.1K
|
27.4K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-773- 5.78% |
$44.9K - $54K
|
12.6K
$901K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.12K+ 5.97% |
$65.3K - $78.5K
|
19.9K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3KNew |
$175K - $210K
|
3K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
150+ 11.54% |
$8.72K - $10.5K
|
1.45K
$104K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
119+ 2.28% |
$6.92K - $8.32K
|
5.34K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-350- 3.92% |
$20.3K - $24.5K
|
8.57K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
7+ 0.16% |
$407 - $489
|
4.45K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.19% |
$116 - $140
|
1.03K
$73.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.06K- 19.29% |
$61.3K - $73.8K
|
4.41K
$316K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 0.3% |
$58.1 - $69.9
|
332
$23.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
185+ 2.25% |
$10.8K - $12.9K
|
8.42K
$602K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 1.18% |
$58.1 - $69.9
|
86
$6.15K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.49% |
$58.1 - $69.9
|
206
$14.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-200- 2.67% |
$11.6K - $14K
|
7.28K
$520K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
950+ 5.14% |
$55.2K - $66.4K
|
19.4K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
691+ 84.27% |
$40.2K - $48.3K
|
1.51K
$108K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-813- 3.43% |
$47.3K - $56.8K
|
22.9K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.19K+ 32.11% |
$185K - $223K
|
13.1K
$937K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.93K+ 11.43% |
$170K - $205K
|
28.6K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.87K+ 33.24% |
$341K - $410K
|
23.5K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-180- 2.91% |
$10.5K - $12.6K
|
6.02K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.58K+ 106.58% |
$557K - $670K
|
18.6K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.08KNew |
$179K - $215K
|
3.08K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 6.91% |
$10.2K - $12.3K
|
2.37K
$169K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-34.5K- 17.48% |
$2.01M - $2.41M
|
163K
$11.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 25.47% |
$6.28K - $7.55K
|
532
$38K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-147- 0.85% |
$8.55K - $10.3K
|
17.2K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$11.6K - $14K
|
200
$14.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$58.1 - $69.9
|
4.25K
$304K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
455New |
$26.4K - $31.8K
|
455
$32.5K
|