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 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-75- 0.37% |
$4.39K - $4.99K
|
20.2K
$1.29M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.13KNew |
$183K - $208K
|
3.13K
$200K
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
98+ 2.23% |
$5.73K - $6.52K
|
4.48K
$286K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-240- 3.27% |
$14K - $16K
|
7.1K
$453K
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-252- 0.42% |
$14.7K - $16.8K
|
59.2K
$3.78M
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-350- 2.98% |
$20.5K - $23.3K
|
11.4K
$728K
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-497- 8.42% |
$29.1K - $33.1K
|
5.41K
$345K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2- 0.02% |
$117 - $133
|
8.79K
$561K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
50New |
$2.92K - $3.33K
|
50
$3.19K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-176- 2.1% |
$10.3K - $11.7K
|
8.22K
$524K
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$58.5 - $66.6
|
4.21K
$269K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-332- 1.4% |
$19.4K - $22.1K
|
23.4K
$1.49M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.95K- 18.26% |
$173K - $197K
|
13.2K
$843K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.01KNew |
$176K - $200K
|
3.01K
$192K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$58.5 - $66.6
|
3.42K
$218K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
686+ 10.33% |
$40.1K - $45.7K
|
7.33K
$468K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63+ 0.67% |
$3.68K - $4.19K
|
9.52K
$607K
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-307- 3.29% |
$18K - $20.4K
|
9.04K
$577K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$58.5 - $66.6
|
1.02K
$64.9K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-236- 1.57% |
$13.8K - $15.7K
|
14.8K
$947K
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-80- 1.75% |
$4.68K - $5.33K
|
4.5K
$287K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
63KNew |
$3.68M - $4.19M
|
63K
$4.02M
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.03KNew |
$177K - $202K
|
3.03K
$194K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 94.12% |
$796 - $980
|
1
$63.8
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.46K+ 12.4% |
$122K - $151K
|
22.3K
$1.42M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
56New |
$2.79K - $3.43K
|
56
$3.57K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
251New |
$12.5K - $15.4K
|
251
$16K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-761- 88.28% |
$37.9K - $46.6K
|
101
$6.45K
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.6KNew |
$179K - $221K
|
3.6K
$230K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.4K+ 62.58% |
$69.8K - $86K
|
3.65K
$233K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
178New |
$8.86K - $10.9K
|
178
$11.4K
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
155New |
$7.71K - $9.5K
|
155
$9.89K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.8KNew |
$338K - $417K
|
6.8K
$434K
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.7KNew |
$84.8K - $104K
|
1.7K
$109K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
687New |
$34.2K - $42.1K
|
687
$43.9K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
234New |
$11.6K - $14.3K
|
234
$14.9K
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$223K - $275K
|
4.49K
$287K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.11KNew |
$304K - $374K
|
6.11K
$390K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-857- 18.2% |
$42.7K - $52.5K
|
3.85K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-733- 17.45% |
$36.5K - $44.9K
|
3.47K
$221K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-307- 12.39% |
$15.3K - $18.8K
|
2.17K
$139K
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.71KNew |
$185K - $227K
|
3.71K
$237K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-833- 6.16% |
$41.5K - $51K
|
12.7K
$809K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.06KNew |
$202K - $249K
|
4.06K
$259K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400New |
$19.9K - $24.5K
|
400
$25.5K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$99.5 - $123
|
1.11K
$70.6K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.2% |
$49.8 - $61.3
|
506
$32.3K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.05K- 30.09% |
$202K - $248K
|
9.41K
$601K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
395+ 9.38% |
$19.7K - $24.2K
|
4.61K
$294K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1KNew |
$49.8K - $61.3K
|
1K
$63.8K
|