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 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-333- 99.7% |
$16.1K - $17.9K
|
1
$64.7
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-20- 51.28% |
$964 - $1.08K
|
19
$1.23K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
100New |
$4.82K - $5.38K
|
100
$6.47K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
304+ 2.6% |
$14.7K - $16.4K
|
12K
$775K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.92% |
$48.2 - $53.8
|
53
$3.43K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$3.37K - $3.77K
|
70
$4.53K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
331New |
$16K - $17.8K
|
331
$21.4K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$67.3K - $75.1K
|
1.4K
$90.3K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
137New |
$6.6K - $7.37K
|
137
$8.86K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
385New |
$18.6K - $20.7K
|
385
$24.9K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$1.45K - $1.61K
|
30
$1.94K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
900New |
$43.4K - $48.4K
|
900
$58.2K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
42+ 0.71% |
$2.02K - $2.26K
|
5.92K
$383K
|
|
Q3 2022 | |||||||
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
N/A
|
1.61K
$104K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
250+ 125.0% |
N/A
|
450
$29.1K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 11.85% |
N/A
|
472
$30.5K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.16% |
N/A
|
635
$41.1K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
812+ 10.37% |
N/A
|
8.65K
$559K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
68+ 42.5% |
N/A
|
228
$14.8K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
910+ 17.03% |
N/A
|
6.25K
$405K
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-423- 8.54% |
N/A
|
4.53K
$293K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56New |
N/A
|
56
$3.62K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-482- 6.93% |
N/A
|
6.47K
$419K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
14+ 0.25% |
N/A
|
5.67K
$367K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
186New |
N/A
|
186
$12K
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-80- 22.22% |
N/A
|
280
$18.1K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
N/A
|
200
$12.9K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 22.94% |
N/A
|
1.01K
$65.2K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5New |
N/A
|
5
$324
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75New |
N/A
|
75
$4.85K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
440New |
N/A
|
440
$28.5K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.6K+ 303.03% |
N/A
|
2.13K
$138K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-350- 1.65% |
N/A
|
20.9K
$1.35M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-13.4K- 39.06% |
N/A
|
20.9K
$1.35M
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-174- 1.74% |
N/A
|
9.85K
$637K
|
|
Q2 2022 | |||||||
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50+ 151.52% |
N/A
|
83
$5.37K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
44+ 7.33% |
N/A
|
644
$41.7K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
384New |
N/A
|
384
$24.8K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.35KNew |
N/A
|
2.35K
$152K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-104Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-732- 9.83% |
N/A
|
6.72K
$434K
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
N/A
|
10K
$647K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.76KNew |
N/A
|
4.76K
$308K
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-46KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.84KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-94- 0.99% |
N/A
|
9.37K
$606K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.9KClosed |
N/A
|
0
$0
|