Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PHO)

PHO Quotes by TradingView

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
Jan 29, 2025 Q4 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
700
+ 93.33%
$46.1K - $50.5K
1.45K $98.4K
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
680
New
$44.7K - $49.1K
680 $46.1K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
565
New
$37.2K - $40.8K
565 $38.3K
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
500
New
$32.9K - $36.1K
500 $33.9K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
469
+ 181.08%
$30.9K - $33.8K
728 $49.4K
Feb 12, 2025 Q4 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
449
+ 14.05%
$29.5K - $32.4K
3.65K $247K
Feb 13, 2025 Q4 2024
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
387
New
$25.5K - $27.9K
387 $26.3K
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
253
New
$16.6K - $18.3K
253 $17.2K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
229
New
$15.1K - $16.5K
229 $15.5K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
160
+ 37.21%
$10.5K - $11.5K
590 $40K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
107
New
$7.04K - $7.72K
107 $7.26K
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
100
New
$6.58K - $7.21K
100 $6.78K
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
70
New
$4.61K - $5.05K
70 $4.75K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
63
+ 11.25%
$4.14K - $4.54K
623 $42.3K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
50
+ 16.34%
$3.29K - $3.61K
356 $24.1K
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
50
New
$3.29K - $3.61K
50 $3.39K
Jan 29, 2025 Q4 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
13
+ 260.0%
$855 - $938
18 $1.22K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
10
New
$658 - $721
10 $678
Feb 05, 2025 Q4 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
3
+ 0.0%
$197 - $216
61.9K $4.2M
Feb 03, 2025 Q4 2024
Vista Private Wealth Partners. LLC

BUY
 -
1
+ 0.1%
$65.8 - $72.1
1K $68.1K
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
1
+ 0.02%
$65.8 - $72.1
4.15K $281K
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
1
+ 0.38%
$65.8 - $72.1
264 $17.9K
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
186K
+ 159.45%
$11.9M - $13.1M
302K $20.5M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
29.7K
+ 18.44%
$1.89M - $2.09M
190K $12.9M
Oct 09, 2024 Q3 2024
Spence Asset Management

BUY
 -
21.5K
+ 1307.8%
$1.37M - $1.51M
23.1K $1.57M
Nov 14, 2024 Q3 2024
North Star Asset Management Inc

BUY
 -
9K
New
$574K - $635K
9K $610K
Oct 18, 2024 Q3 2024
Columbus Macro, LLC

BUY
 -
6.68K
New
$426K - $471K
6.68K $453K
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
6.38K
New
$407K - $450K
6.38K $433K
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
4.07K
+ 40.88%
$260K - $287K
14K $952K
Nov 14, 2024 Q3 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
3.54K
New
$226K - $249K
3.54K $240K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
3.5K
New
$223K - $247K
3.5K $237K
Nov 08, 2024 Q3 2024
Kirtland Hills Capital Management, LLC

Bratenahl, OH
BUY
 -
3.48K
New
$222K - $245K
3.48K $236K
Oct 18, 2024 Q3 2024
All Season Financial Advisors, Inc.

BUY
 -
3.31K
New
$211K - $234K
3.31K $225K
Oct 18, 2024 Q3 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
3.08K
New
$197K - $217K
3.08K $209K
Nov 13, 2024 Q3 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
2.98K
New
$190K - $210K
2.98K $202K
Oct 02, 2024 Q3 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
2.97K
New
$189K - $209K
2.97K $201K
Oct 31, 2024 Q3 2024
Winthrop Advisory Group LLC

BUY
 -
2.96K
New
$189K - $209K
2.96K $201K
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
2.9K
New
$185K - $204K
2.9K $197K
Oct 07, 2024 Q3 2024
Chemistry Wealth Management LLC

New York, NY
BUY
 -
2.84K
New
$182K - $201K
2.84K $193K
Nov 12, 2024 Q3 2024
Kepos Capital LP

New York, NY
BUY
 -
1.68K
+ 26.82%
$107K - $119K
7.96K $540K
Oct 28, 2024 Q3 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.17K
+ 31.25%
$74.7K - $82.5K
4.91K $333K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
1.03K
New
$66K - $72.9K
1.03K $70.1K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
943
New
$60.2K - $66.5K
943 $64K
Nov 14, 2024 Q3 2024
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
761
New
$48.6K - $53.7K
761 $51.6K
Oct 18, 2024 Q3 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
700
+ 107.69%
$44.7K - $49.4K
1.35K $91.6K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
553
New
$35.3K - $39K
553 $37.5K
Nov 18, 2024 Q3 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
507
New
$32.4K - $35.8K
507 $34.4K
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
300
New
$19.1K - $21.2K
300 $20.3K
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
300
New
$19.1K - $21.2K
300 $20.3K

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