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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-850- 11.69% |
$54.2K - $58.4K
|
6.42K
$459K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1K+ 27.03% |
$63.8K - $68.8K
|
4.7K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.18K- 24.65% |
$75.2K - $81.1K
|
3.6K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.55K- 8.05% |
$98.8K - $107K
|
17.7K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-260- 1.85% |
$16.6K - $17.9K
|
13.8K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.24K+ 55.91% |
$462K - $498K
|
20.2K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$270K - $291K
|
4.24K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.8KNew |
$497K - $536K
|
7.8K
$558K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-400- 10.12% |
$25.5K - $27.5K
|
3.55K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-415- 18.96% |
$26.5K - $28.5K
|
1.77K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.85K- 12.83% |
$246K - $265K
|
26.2K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.83K- 50.0% |
$372K - $401K
|
5.83K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 94.74% |
$1.15K - $1.24K
|
1
$71.5
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.97KNew |
$253K - $273K
|
3.97K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.79K- 6.25% |
$114K - $123K
|
26.9K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 16.45% |
$186K - $201K
|
14.8K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-400- 22.1% |
$25.5K - $27.5K
|
1.41K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
258New |
$16.5K - $17.7K
|
258
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175+ 9.11% |
$11.2K - $12K
|
2.1K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
850New |
$54.2K - $58.4K
|
850
$60.8K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
197+ 0.92% |
$12.6K - $13.5K
|
21.5K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.93K- 5.13% |
$123K - $132K
|
35.7K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-50- 0.78% |
$3.19K - $3.44K
|
6.32K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.07K+ 93.92% |
$67.9K - $73.2K
|
2.2K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1+ 0.4% |
$63.8 - $68.8
|
254
$18.2K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-151- 20.0% |
$9.63K - $10.4K
|
604
$43.2K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 14.7% |
$147K - $159K
|
13.4K
$957K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.98KNew |
$126K - $136K
|
1.98K
$141K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-447- 10.51% |
$28.5K - $30.7K
|
3.81K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
365+ 8.88% |
$23.3K - $25.1K
|
4.47K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
168+ 1.55% |
$10.7K - $11.6K
|
11K
$787K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-500- 11.31% |
$31.9K - $34.4K
|
3.92K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
325New |
$20.7K - $22.3K
|
325
$23.2K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
708New |
$45.1K - $48.7K
|
708
$50.6K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.14K+ 365.67% |
$264K - $285K
|
5.28K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
117New |
$7.46K - $8.04K
|
117
$8.36K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-115- 34.23% |
$7.33K - $7.91K
|
221
$15.8K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.52% |
$6.38K - $6.88K
|
19K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$51K - $55K
|
800
$57.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.05KNew |
$67K - $72.2K
|
1.05K
$75.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$63.8 - $68.8
|
1.52K
$108K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
890New |
$56.8K - $61.2K
|
890
$63.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
75+ 1.74% |
$4.78K - $5.16K
|
4.39K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.23% |
$510 - $550
|
3.52K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.5K- 49.07% |
$223K - $240K
|
3.63K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.0% |
$63.8 - $68.8
|
101
$7.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-40- 34.78% |
$2.55K - $2.75K
|
75
$5.36K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $138
|
4.91K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
290+ 11.15% |
$18.5K - $19.9K
|
2.89K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-696- 9.56% |
$44.4K - $47.9K
|
6.58K
$471K
|