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 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.06KNew |
$202K - $249K
|
4.06K
$283K
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.71KNew |
$185K - $227K
|
3.71K
$258K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400New |
$19.9K - $24.5K
|
400
$27.9K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$99.5 - $123
|
1.11K
$77.1K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.05K- 30.09% |
$202K - $248K
|
9.41K
$656K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$647 - $797
|
13
$906
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.53KNew |
$176K - $216K
|
3.53K
$246K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1KNew |
$49.8K - $61.3K
|
1K
$69.7K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
395+ 9.38% |
$19.7K - $24.2K
|
4.61K
$321K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.47KNew |
$72.9K - $89.8K
|
1.47K
$102K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.43KNew |
$171K - $210K
|
3.43K
$239K
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.37K+ 2.07% |
$68K - $83.7K
|
67.4K
$4.7M
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-230- 4.07% |
$11.4K - $14.1K
|
5.43K
$378K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-800- 6.15% |
$39.8K - $49K
|
12.2K
$850K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
407New |
$20.3K - $24.9K
|
407
$28.4K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$49.8 - $61.3
|
271
$18.9K
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.5KNew |
$174K - $214K
|
3.5K
$244K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.75KNew |
$236K - $291K
|
4.75K
$331K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 97.96% |
$2.39K - $2.94K
|
1
$69.7
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-80- 1.78% |
$3.98K - $4.9K
|
4.42K
$308K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
64+ 0.09% |
$3.19K - $3.92K
|
71.7K
$5M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.29KNew |
$164K - $201K
|
3.29K
$229K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
600New |
$29.9K - $36.8K
|
600
$41.8K
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.71KNew |
$234K - $289K
|
4.71K
$328K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-725- 19.24% |
$36.1K - $44.4K
|
3.04K
$212K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-482- 6.33% |
$24K - $29.5K
|
7.13K
$497K
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.39KNew |
$169K - $208K
|
3.39K
$236K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.02% |
$49.8 - $61.3
|
4.94K
$344K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 27.78% |
$1.24K - $1.53K
|
115
$8.01K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.8K+ 59900.0% |
$89.4K - $110K
|
1.8K
$125K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
411New |
$20.5K - $25.2K
|
411
$28.6K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 9.26% |
$4.98K - $6.13K
|
980
$68.3K
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.53KNew |
$175K - $216K
|
3.53K
$246K
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.41KNew |
$170K - $209K
|
3.41K
$237K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
583New |
$29K - $35.7K
|
583
$40.6K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-228- 5.19% |
$11.3K - $14K
|
4.16K
$290K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 7.87% |
$24.9K - $30.6K
|
5.85K
$408K
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-200- 4.15% |
$9.95K - $12.3K
|
4.62K
$322K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
645New |
$32.1K - $39.5K
|
645
$44.9K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
325New |
$17.2K - $19K
|
325
$22.6K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 23.47% |
$2.64K - $2.92K
|
263
$18.3K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.05KNew |
$108K - $120K
|
2.05K
$143K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
100+ 0.47% |
$5.28K - $5.83K
|
21.3K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.43K- 37.12% |
$128K - $142K
|
4.12K
$287K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.22KNew |
$487K - $538K
|
9.22K
$642K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 14.54% |
$55.8K - $61.6K
|
6.21K
$433K
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.29KNew |
$332K - $367K
|
6.29K
$438K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.43% |
$52.8 - $58.3
|
231
$16.1K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.36KNew |
$230K - $254K
|
4.36K
$304K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.23% |
$52.8 - $58.3
|
82
$5.71K
|