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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
25.1KNew |
$1.65M - $1.81M
|
25.1K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-191- 2.3% |
$12.6K - $13.8K
|
8.1K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.53KNew |
$166K - $182K
|
2.53K
$176K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$65.8 - $72.1
|
264
$18.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
10.7KNew |
$705K - $773K
|
10.7K
$748K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
229New |
$15.1K - $16.5K
|
229
$16K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-584- 4.39% |
$37.3K - $41.2K
|
12.7K
$888K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.5KNew |
$223K - $247K
|
3.5K
$244K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
507New |
$32.4K - $35.8K
|
507
$35.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
761New |
$48.6K - $53.7K
|
761
$53.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 7.35% |
$16K - $17.6K
|
3.15K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.5K- 16.87% |
$1.5M - $1.66M
|
116K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
943New |
$60.2K - $66.5K
|
943
$65.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.6K- 86.18% |
$678K - $749K
|
1.7K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-98- 23.28% |
$6.25K - $6.91K
|
323
$22.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.54KNew |
$226K - $249K
|
3.54K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
9KNew |
$574K - $635K
|
9K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.07K+ 40.88% |
$260K - $287K
|
14K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.98KNew |
$190K - $210K
|
2.98K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.9KNew |
$185K - $204K
|
2.9K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.14K- 13.25% |
$72.8K - $80.4K
|
7.46K
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.07% |
$63.8 - $70.5
|
1.44K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.68K+ 26.82% |
$107K - $119K
|
7.96K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.77K- 22.68% |
$113K - $125K
|
6.03K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.38KNew |
$407K - $450K
|
6.38K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-22- 0.2% |
$1.4K - $1.55K
|
11.3K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 4.17% |
$63.8 - $70.5
|
23
$1.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 6.43% |
$19.1K - $21.2K
|
4.37K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 22.48% |
$77.9K - $86.1K
|
4.21K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.24% |
$511 - $564
|
3.3K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.48KNew |
$222K - $245K
|
3.48K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-500- 4.22% |
$31.9K - $35.3K
|
11.3K
$792K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
259New |
$16.5K - $18.3K
|
259
$18.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
38+ 0.34% |
$2.43K - $2.68K
|
11.2K
$780K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 0.59% |
$1.15K - $1.27K
|
3.03K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.96KNew |
$189K - $209K
|
2.96K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-195- 1.43% |
$12.4K - $13.8K
|
13.4K
$936K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
41New |
$2.62K - $2.89K
|
41
$2.86K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-152- 3.25% |
$9.7K - $10.7K
|
4.52K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$63.8 - $70.5
|
272
$19K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.3% |
$128 - $141
|
666
$46.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-334- 2.81% |
$21.3K - $23.6K
|
11.6K
$808K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.17K+ 31.25% |
$74.7K - $82.5K
|
4.91K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-288- 70.94% |
$18.4K - $20.3K
|
118
$8.24K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-854- 22.14% |
$54.5K - $60.2K
|
3K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.03KNew |
$66K - $72.9K
|
1.03K
$72.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$21K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.32K- 28.6% |
$212K - $234K
|
8.3K
$580K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1New |
$63.8 - $70.5
|
1
$69.8
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14New |
$893 - $988
|
14
$978
|
|