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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
661+ 16.49% |
$38.7K - $44K
|
4.67K
$325K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$23.4K - $26.6K
|
400
$27.9K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
191New |
$11.2K - $12.7K
|
191
$13.3K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
81New |
$4.74K - $5.39K
|
81
$5.64K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-302- 6.63% |
$17.7K - $20.1K
|
4.25K
$296K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.05% |
$117 - $133
|
3.94K
$274K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.9K- 30.47% |
$228K - $259K
|
8.89K
$620K
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-160- 17.58% |
$9.36K - $10.7K
|
750
$52.3K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$58.5 - $66.6
|
15.7K
$1.09M
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-66- 1.17% |
$3.86K - $4.39K
|
5.58K
$388K
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
3.2KNew |
$187K - $213K
|
3.2K
$223K
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.2KNew |
$187K - $213K
|
3.2K
$223K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166- 24.92% |
$9.71K - $11.1K
|
500
$34.8K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
321+ 92.51% |
$18.8K - $21.4K
|
668
$46.5K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.56KNew |
$91K - $104K
|
1.56K
$108K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 44.44% |
$234 - $266
|
5
$348
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.25KNew |
$190K - $217K
|
3.25K
$227K
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
150+ 3.48% |
$8.77K - $9.99K
|
4.46K
$311K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 25.68% |
$61.5K - $70K
|
3.04K
$212K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.29KNew |
$192K - $219K
|
3.29K
$229K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
155+ 4.63% |
$9.07K - $10.3K
|
3.5K
$244K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
902New |
$52.8K - $60K
|
902
$62.8K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200New |
$11.7K - $13.3K
|
200
$13.9K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
847+ 5.96% |
$49.5K - $56.4K
|
15.1K
$1.05M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 47.96% |
$2.75K - $3.13K
|
145
$10.1K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.13KNew |
$183K - $208K
|
3.13K
$218K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
475+ 22.35% |
$27.8K - $31.6K
|
2.6K
$181K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
120New |
$7.02K - $7.99K
|
120
$8.36K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 0.6% |
$11.7K - $13.3K
|
33.1K
$2.3M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$191K - $218K
|
3.27K
$228K
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-62.5K- 93.05% |
$3.65M - $4.16M
|
4.67K
$325K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 24.39% |
$58.5K - $66.6K
|
3.1K
$216K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
400New |
$23.4K - $26.6K
|
400
$27.9K
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-75- 0.37% |
$4.39K - $4.99K
|
20.2K
$1.41M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.13KNew |
$183K - $208K
|
3.13K
$218K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-176- 2.1% |
$10.3K - $11.7K
|
8.22K
$572K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
50New |
$2.92K - $3.33K
|
50
$3.48K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.01KNew |
$176K - $200K
|
3.01K
$209K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
63KNew |
$3.68M - $4.19M
|
63K
$4.39M
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.03KNew |
$177K - $202K
|
3.03K
$211K
|
|
Q4 2023 | |||||||
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.8KClosed |
$737K - $908K
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 94.12% |
$796 - $980
|
1
$69.7
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
56New |
$2.79K - $3.43K
|
56
$3.9K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-761- 88.28% |
$37.9K - $46.6K
|
101
$7.04K
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.6KNew |
$179K - $221K
|
3.6K
$251K
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
155New |
$7.71K - $9.5K
|
155
$10.8K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.8KNew |
$338K - $417K
|
6.8K
$474K
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.7KNew |
$84.8K - $104K
|
1.7K
$119K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
234New |
$11.6K - $14.3K
|
234
$16.3K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-733- 17.45% |
$36.5K - $44.9K
|
3.47K
$242K
|