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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
245+ 5.4% |
$15.6K - $17.3K
|
4.78K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
227+ 0.79% |
$14.5K - $16K
|
29.1K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
193+ 0.01% |
$12.3K - $13.6K
|
1.63M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
189+ 0.85% |
$12.1K - $13.3K
|
22.5K
$1.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
181+ 1.25% |
$11.6K - $12.8K
|
14.6K
$974K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
180+ 0.3% |
$11.5K - $12.7K
|
59.9K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
157+ 0.32% |
$10K - $11.1K
|
48.6K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
151+ 1.86% |
$9.64K - $10.7K
|
8.25K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139+ 4.92% |
$8.87K - $9.81K
|
2.97K
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
135+ 1.8% |
$8.62K - $9.52K
|
7.65K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
105+ 1.22% |
$6.7K - $7.41K
|
8.7K
$580K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
76+ 11.71% |
$4.85K - $5.36K
|
725
$48.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
65+ 1.92% |
$4.15K - $4.59K
|
3.45K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
61+ 0.05% |
$3.89K - $4.3K
|
118K
$7.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
59+ 0.63% |
$3.77K - $4.16K
|
9.47K
$631K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
59+ 0.14% |
$3.77K - $4.16K
|
40.8K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
57+ 0.44% |
$3.64K - $4.02K
|
13K
$868K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
52+ 5.2% |
$3.32K - $3.67K
|
1.05K
$70.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48+ 0.58% |
$3.06K - $3.39K
|
8.27K
$550K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
45+ 1.01% |
$2.87K - $3.17K
|
4.5K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
41New |
$2.62K - $2.89K
|
41
$2.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
38+ 0.34% |
$2.43K - $2.68K
|
11.2K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
36+ 0.3% |
$2.3K - $2.54K
|
12.1K
$807K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 13.22% |
$1.91K - $2.12K
|
257
$17.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26+ 0.38% |
$1.66K - $1.83K
|
6.81K
$454K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
26+ 0.21% |
$1.66K - $1.83K
|
12.5K
$831K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14New |
$893 - $988
|
14
$932
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.24% |
$511 - $564
|
3.3K
$220K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$191 - $212
|
11.9K
$795K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.07% |
$191 - $212
|
4.43K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.06% |
$128 - $141
|
3.17K
$211K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$63.8 - $70.5
|
1K
$66.8K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$63.8 - $70.5
|
2.12K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$63.8 - $70.5
|
7.99K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$63.8 - $70.5
|
10.1K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.07% |
$63.8 - $70.5
|
1.44K
$95.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$63.8 - $70.5
|
3.73K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.02% |
$63.8 - $70.5
|
4.16K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.02% |
$63.8 - $70.5
|
5.8K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.33% |
$63.8 - $70.5
|
306
$20.4K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$63.8 - $70.5
|
272
$18.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.0% |
$63.8 - $70.5
|
31.9K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1New |
$63.8 - $70.5
|
1
$66.6
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$63.8 - $70.5
|
1.11K
$74.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$63.8 - $70.5
|
3.42K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$63.8 - $70.5
|
1.02K
$67.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.7KNew |
$1.75M - $1.91M
|
27.7K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
11.3KNew |
$712K - $779K
|
11.3K
$753K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.64KNew |
$608K - $665K
|
9.64K
$642K
|
|