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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
BUY
|
- |
21.5K+ 1307.8% |
$1.37M - $1.51M
|
23.1K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
553New |
$35.3K - $39K
|
553
$37.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.84KNew |
$182K - $201K
|
2.84K
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-150- 3.36% |
$9.57K - $10.6K
|
4.31K
$290K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$20.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.97KNew |
$189K - $209K
|
2.97K
$199K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$315K - $345K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
11.3KNew |
$712K - $779K
|
11.3K
$759K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-100- 50.0% |
$6.3K - $6.89K
|
100
$6.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.07K+ 265.89% |
$130K - $142K
|
2.84K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
249+ 24900.0% |
$15.7K - $17.2K
|
250
$16.8K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.67KNew |
$295K - $322K
|
4.67K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
700+ 250.0% |
$44.1K - $48.3K
|
980
$65.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
377New |
$23.8K - $26K
|
377
$25.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-101- 40.24% |
$6.37K - $6.96K
|
150
$10.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.2% |
$63 - $68.9
|
507
$34.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52New |
$3.28K - $3.58K
|
52
$3.49K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
550+ 38.17% |
$34.7K - $37.9K
|
1.99K
$134K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.64KNew |
$608K - $665K
|
9.64K
$648K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
385New |
$24.3K - $26.5K
|
385
$25.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.3K- 37.41% |
$145K - $159K
|
3.85K
$259K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.07K- 15.27% |
$194K - $212K
|
17K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
210New |
$13.2K - $14.5K
|
210
$14.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$1.07K - $1.17K
|
17
$1.14K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
107New |
$6.75K - $7.38K
|
107
$7.19K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
66+ 173.68% |
$4.16K - $4.55K
|
104
$6.99K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
11+ 4.76% |
$693 - $758
|
242
$16.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.14% |
$63 - $68.9
|
703
$47.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
519+ 47.31% |
$32.7K - $35.8K
|
1.62K
$109K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.12K- 19.68% |
$70.4K - $76.9K
|
4.56K
$306K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
703+ 18.51% |
$44.3K - $48.5K
|
4.5K
$303K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
168New |
$10.6K - $11.6K
|
168
$11.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40+ 22.47% |
$2.52K - $2.76K
|
218
$14.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-74- 26.43% |
$4.66K - $5.1K
|
206
$13.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
593New |
$37.4K - $40.9K
|
593
$39.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 0.9% |
$2.52K - $2.76K
|
4.49K
$302K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-700- 7.97% |
$44.1K - $48.3K
|
8.08K
$543K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.49% |
$63 - $68.9
|
205
$13.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-430- 10.63% |
$27.1K - $29.6K
|
3.62K
$243K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.37% |
$6.3K - $6.89K
|
26.7K
$1.79M
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
424New |
$24.8K - $28.2K
|
424
$28.5K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-19.1K- 48.65% |
$1.12M - $1.27M
|
20.2K
$1.36M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-193- 12.55% |
$11.3K - $12.8K
|
1.35K
$90.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.27K- 98.6% |
$74.2K - $84.4K
|
18
$1.21K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.16KNew |
$67.8K - $77.2K
|
1.16K
$78K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9K+ 227.44% |
$695K - $791K
|
17.1K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-100- 1.36% |
$5.85K - $6.66K
|
7.27K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-19.3K- 37.7% |
$1.13M - $1.28M
|
31.9K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.39KNew |
$198K - $226K
|
3.39K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.4K+ 12.25% |
$81.6K - $92.9K
|
12.8K
$859K
|
|