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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.24K- 63.7% |
$147K - $161K
|
1.28K
$89K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.9K- 73.56% |
$717K - $786K
|
3.92K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.91KNew |
$126K - $138K
|
1.91K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
387New |
$25.5K - $27.9K
|
387
$27K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 19.51% |
$52.6K - $57.7K
|
3.3K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 2.42% |
$90.4K - $99.1K
|
58.2K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-33- 0.85% |
$2.17K - $2.38K
|
3.83K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-90Closed |
$5.92K - $6.49K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
449+ 14.05% |
$29.5K - $32.4K
|
3.65K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 16.34% |
$3.29K - $3.61K
|
356
$24.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$6.58K - $7.21K
|
100
$6.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.3KNew |
$217K - $238K
|
3.3K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
253New |
$16.6K - $18.3K
|
253
$17.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
732New |
$48.2K - $52.8K
|
732
$51.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-192- 2.39% |
$12.6K - $13.9K
|
7.84K
$547K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.71KNew |
$639K - $700K
|
9.71K
$678K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
111New |
$7.3K - $8.01K
|
111
$7.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-469- 22.84% |
$30.9K - $33.8K
|
1.58K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.0% |
$197 - $216
|
61.9K
$4.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-193- 0.47% |
$12.7K - $13.9K
|
40.6K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$65.8 - $72.1
|
1K
$70.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.17KNew |
$275K - $301K
|
4.17K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 1.33% |
$1.84K - $2.02K
|
2.07K
$145K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.6KNew |
$105K - $116K
|
1.6K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
756New |
$49.7K - $54.5K
|
756
$52.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
832+ 22.2% |
$54.7K - $60K
|
4.58K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-766- 5.88% |
$50.4K - $55.3K
|
12.3K
$857K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
565New |
$37.2K - $40.8K
|
565
$39.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
680New |
$44.7K - $49.1K
|
680
$47.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-206- 6.33% |
$13.6K - $14.9K
|
3.05K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-84- 16.8% |
$5.53K - $6.06K
|
416
$29.1K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
808+ 25.32% |
$53.2K - $58.3K
|
4K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
160+ 37.21% |
$10.5K - $11.5K
|
590
$41.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
469+ 181.08% |
$30.9K - $33.8K
|
728
$50.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
700+ 93.33% |
$46.1K - $50.5K
|
1.45K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-271- 1.8% |
$17.8K - $19.5K
|
14.8K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
112KNew |
$7.37M - $8.08M
|
112K
$7.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13+ 260.0% |
$855 - $938
|
18
$1.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
500New |
$32.9K - $36.1K
|
500
$34.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.3KNew |
$1.73M - $1.9M
|
26.3K
$1.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$65.8 - $72.1
|
4.15K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-275- 4.41% |
$18.1K - $19.8K
|
5.96K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$658 - $721
|
10
$698
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$3.29K - $3.61K
|
50
$3.49K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$65.8 - $72.1
|
3.07K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 41.32% |
$32.9K - $36.1K
|
710
$49.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
63+ 11.25% |
$4.14K - $4.54K
|
623
$43.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 4.94% |
$3.42K - $3.75K
|
1K
$69.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
869+ 28.89% |
$57.2K - $62.7K
|
3.88K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1K- 50.0% |
$65.8K - $72.1K
|
1K
$69.8K
|