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 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$21.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.97KNew |
$189K - $209K
|
2.97K
$212K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$315K - $345K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.07K+ 265.89% |
$130K - $142K
|
2.84K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-100- 50.0% |
$6.3K - $6.89K
|
100
$7.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
11.3KNew |
$712K - $779K
|
11.3K
$808K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.67KNew |
$295K - $322K
|
4.67K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
377New |
$23.8K - $26K
|
377
$27K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-101- 40.24% |
$6.37K - $6.96K
|
150
$10.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.2% |
$63 - $68.9
|
507
$36.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52New |
$3.28K - $3.58K
|
52
$3.72K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
385New |
$24.3K - $26.5K
|
385
$27.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
107New |
$6.75K - $7.38K
|
107
$7.65K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.07K- 15.27% |
$194K - $212K
|
17K
$1.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
210New |
$13.2K - $14.5K
|
210
$15K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$1.07K - $1.17K
|
17
$1.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
66+ 173.68% |
$4.16K - $4.55K
|
104
$7.43K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
519+ 47.31% |
$32.7K - $35.8K
|
1.62K
$116K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
11+ 4.76% |
$693 - $758
|
242
$17.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.12K- 19.68% |
$70.4K - $76.9K
|
4.56K
$326K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
703+ 18.51% |
$44.3K - $48.5K
|
4.5K
$322K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
168New |
$10.6K - $11.6K
|
168
$12K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40+ 22.47% |
$2.52K - $2.76K
|
218
$15.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-74- 26.43% |
$4.66K - $5.1K
|
206
$14.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
593New |
$37.4K - $40.9K
|
593
$42.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-430- 10.63% |
$27.1K - $29.6K
|
3.62K
$258K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
424New |
$24.8K - $28.2K
|
424
$30.3K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-19.1K- 48.65% |
$1.12M - $1.27M
|
20.2K
$1.44M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-193- 12.55% |
$11.3K - $12.8K
|
1.35K
$96.2K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-19.3K- 37.7% |
$1.13M - $1.28M
|
31.9K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.27K- 98.6% |
$74.2K - $84.4K
|
18
$1.29K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.16KNew |
$67.8K - $77.2K
|
1.16K
$82.9K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.39KNew |
$198K - $226K
|
3.39K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2KNew |
$117K - $133K
|
2K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.4K+ 12.25% |
$81.6K - $92.9K
|
12.8K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.67K+ 1.29% |
$156K - $177K
|
209K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.2K+ 274.55% |
$770K - $877K
|
18K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$8.77K - $9.99K
|
150
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-88- 1.94% |
$5.15K - $5.86K
|
4.44K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
191New |
$11.2K - $12.7K
|
191
$13.7K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$23.4K - $26.6K
|
400
$28.6K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
81New |
$4.74K - $5.39K
|
81
$5.79K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.9K- 30.47% |
$228K - $259K
|
8.89K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-66- 1.17% |
$3.86K - $4.39K
|
5.58K
$399K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.2KNew |
$187K - $213K
|
3.2K
$229K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
3.2KNew |
$187K - $213K
|
3.2K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.56KNew |
$91K - $104K
|
1.56K
$111K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.29KNew |
$192K - $219K
|
3.29K
$235K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
902New |
$52.8K - $60K
|
902
$64.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200New |
$11.7K - $13.3K
|
200
$14.3K
|
|