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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
321+ 27.58% |
$16.9K - $18.7K
|
1.49K
$105K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.49K+ 0.82% |
$78.4K - $86.6K
|
183K
$12.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.73K+ 30.01% |
$91.2K - $101K
|
7.49K
$527K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$106 - $117
|
2
$141
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-920- 68.4% |
$48.6K - $53.7K
|
425
$29.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-880- 10.79% |
$46.5K - $51.3K
|
7.28K
$512K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
276New |
$14.6K - $16.1K
|
276
$19.4K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.19KNew |
$112K - $123K
|
2.19K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.22KNew |
$268K - $294K
|
5.22K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.71KNew |
$190K - $209K
|
3.71K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1KNew |
$51.4K - $56.5K
|
1K
$70.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4KNew |
$205K - $226K
|
4K
$282K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-456- 15.92% |
$23.4K - $25.7K
|
2.41K
$170K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.68KNew |
$189K - $208K
|
3.68K
$259K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.99KNew |
$256K - $281K
|
4.99K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.76% |
$1.54K - $1.69K
|
3.97K
$279K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.72KNew |
$191K - $210K
|
3.72K
$262K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.8KNew |
$92.4K - $102K
|
1.8K
$127K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-204- 3.67% |
$10.5K - $11.5K
|
5.36K
$377K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.5% |
$51.3 - $56.4
|
203
$14.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.1KNew |
$210K - $231K
|
4.1K
$289K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.32K- 34.71% |
$119K - $131K
|
4.36K
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1K- 16.08% |
$51.3K - $56.4K
|
5.22K
$367K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7New |
$359 - $395
|
7
$493
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
143New |
$7.33K - $8.06K
|
143
$10.1K
|
|
| Q1 2023 | |||||||
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
92New |
$4.66K - $5.11K
|
92
$6.47K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.69KClosed |
$389K - $427K
|
0
$0
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-100- 11.11% |
$5.06K - $5.55K
|
800
$56.3K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-419- 98.13% |
$21.2K - $23.3K
|
8
$563
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.63K- 29.27% |
$133K - $146K
|
6.36K
$447K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7.6KNew |
$385K - $422K
|
7.6K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.76KNew |
$292K - $320K
|
5.76K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.9KNew |
$752K - $825K
|
14.9K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$59K - $64.7K
|
1.17K
$82K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.89K- 53.02% |
$298K - $327K
|
5.22K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-92- 73.6% |
$4.66K - $5.11K
|
33
$2.32K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-66- 10.71% |
$3.34K - $3.66K
|
550
$38.7K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-621- 1.54% |
$31.4K - $34.5K
|
39.6K
$2.79M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.1K+ 54900.0% |
$55.6K - $60.9K
|
1.1K
$77.4K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
440+ 3.8% |
$22.3K - $24.4K
|
12K
$845K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.96K- 9.65% |
$99.2K - $109K
|
18.4K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.07KNew |
$206K - $226K
|
4.07K
$286K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 99.5% |
$89.8K - $98.5K
|
9
$633
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.3KNew |
$521K - $572K
|
10.3K
$725K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
475New |
$24K - $26.4K
|
475
$33.4K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1K- 20.41% |
$50.6K - $55.5K
|
3.9K
$274K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$10.1K - $11.1K
|
200
$14.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.25K- 20.0% |
$63.3K - $69.4K
|
5K
$352K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
142New |
$7.19K - $7.88K
|
142
$9.99K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
175New |
$8.86K - $9.71K
|
175
$12.3K
|
|