Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PHO)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
117New |
$7.46K - $8.04K
|
117
$7.94K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
114+ 2.96% |
$7.27K - $7.84K
|
3.97K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
110+ 1.25% |
$7.01K - $7.56K
|
8.92K
$605K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
101+ 1.47% |
$6.44K - $6.94K
|
6.98K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
97+ 2.16% |
$6.19K - $6.67K
|
4.59K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
75+ 1.74% |
$4.78K - $5.16K
|
4.39K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
55+ 0.84% |
$3.51K - $3.78K
|
6.64K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
43+ 0.29% |
$2.74K - $2.96K
|
15.1K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
41+ 0.26% |
$2.61K - $2.82K
|
16.1K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
35+ 0.12% |
$2.23K - $2.41K
|
28.3K
$1.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
33+ 4.55% |
$2.1K - $2.27K
|
758
$51.4K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14+ 0.05% |
$893 - $963
|
30K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13+ 1.46% |
$829 - $894
|
906
$61.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
7+ 0.16% |
$446 - $481
|
4.45K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$319 - $344
|
7.48K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.03% |
$191 - $206
|
8.91K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$128 - $138
|
10.1K
$683K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.19% |
$128 - $138
|
1.03K
$69.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $138
|
4.91K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1+ 0.4% |
$63.8 - $68.8
|
254
$17.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$63.8 - $68.8
|
3.13K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$63.8 - $68.8
|
1.75K
$118K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$63.8 - $68.8
|
1.52K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$63.8 - $68.8
|
5.47K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.28% |
$63.8 - $68.8
|
352
$23.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$63.8 - $68.8
|
8.27K
$561K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.0% |
$63.8 - $68.8
|
101
$6.85K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$63.8 - $68.8
|
13.4K
$907K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$63.8 - $68.8
|
4.25K
$288K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$63.8 - $68.8
|
424
$28.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
112KNew |
$7.37M - $8.08M
|
112K
$7.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.3KNew |
$1.73M - $1.9M
|
26.3K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
25.1KNew |
$1.65M - $1.81M
|
25.1K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
10.7KNew |
$705K - $773K
|
10.7K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.71KNew |
$639K - $700K
|
9.71K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.94KNew |
$325K - $356K
|
4.94K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.17KNew |
$275K - $301K
|
4.17K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.85KNew |
$253K - $278K
|
3.85K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.3KNew |
$217K - $238K
|
3.3K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.53KNew |
$166K - $182K
|
2.53K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.91KNew |
$126K - $138K
|
1.91K
$129K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.6KNew |
$105K - $116K
|
1.6K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 2.42% |
$90.4K - $99.1K
|
58.2K
$3.95M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
966New |
$63.6K - $69.7K
|
966
$65.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
869+ 28.89% |
$57.2K - $62.7K
|
3.88K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
832+ 22.2% |
$54.7K - $60K
|
4.58K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
808+ 25.32% |
$53.2K - $58.3K
|
4K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
756New |
$49.7K - $54.5K
|
756
$51.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
732New |
$48.2K - $52.8K
|
732
$49.7K
|
|