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 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 0.43% |
$792 - $875
|
3.54K
$236K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.1% |
$370 - $408
|
6.85K
$456K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$106 - $117
|
2
$133
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.23% |
$52.8 - $58.3
|
82
$5.46K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.22KNew |
$268K - $294K
|
5.22K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.99KNew |
$256K - $281K
|
4.99K
$332K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.1KNew |
$210K - $231K
|
4.1K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4KNew |
$205K - $226K
|
4K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.72KNew |
$191K - $210K
|
3.72K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.71KNew |
$190K - $209K
|
3.71K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.68KNew |
$189K - $208K
|
3.68K
$245K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.19KNew |
$112K - $123K
|
2.19K
$146K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.8KNew |
$92.4K - $102K
|
1.8K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1KNew |
$51.4K - $56.5K
|
1K
$66.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
143New |
$7.33K - $8.06K
|
143
$9.52K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.76% |
$1.54K - $1.69K
|
3.97K
$264K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7New |
$359 - $395
|
7
$466
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.5% |
$51.3 - $56.4
|
203
$13.5K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Dudley & Shanley, Inc.
|
BUY
|
- |
32.8KNew |
$1.66M - $1.82M
|
32.8K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.9KNew |
$752K - $825K
|
14.9K
$990K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.3KNew |
$521K - $572K
|
10.3K
$686K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7.6KNew |
$385K - $422K
|
7.6K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.76KNew |
$292K - $320K
|
5.76K
$384K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.07KNew |
$206K - $226K
|
4.07K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$59K - $64.7K
|
1.17K
$77.6K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.1K+ 54900.0% |
$55.6K - $60.9K
|
1.1K
$73.3K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
475New |
$24K - $26.4K
|
475
$31.6K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
440+ 3.8% |
$22.3K - $24.4K
|
12K
$800K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
392+ 7.97% |
$19.8K - $21.8K
|
5.31K
$354K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
350New |
$17.7K - $19.4K
|
350
$23.3K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$10.1K - $11.1K
|
200
$13.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
175New |
$8.86K - $9.71K
|
175
$11.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
142New |
$7.19K - $7.88K
|
142
$9.46K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
92New |
$4.66K - $5.11K
|
92
$6.13K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11New |
$557 - $611
|
11
$733
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.03% |
$101 - $111
|
6.18K
$411K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
29.2KNew |
$1.34M - $1.57M
|
29.2K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.02KNew |
$275K - $324K
|
6.02K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4KNew |
$183K - $215K
|
4K
$266K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
3.48KNew |
$159K - $187K
|
3.48K
$232K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2KNew |
$91.4K - $108K
|
2K
$133K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$63.8K - $75.1K
|
1.4K
$93K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
900New |
$41.1K - $48.4K
|
900
$59.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$20.6K - $24.2K
|
450
$30K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
391New |
$17.9K - $21K
|
391
$26K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
385New |
$17.6K - $20.7K
|
385
$25.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
331New |
$15.1K - $17.8K
|
331
$22K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
304+ 2.6% |
$13.9K - $16.4K
|
12K
$798K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254New |
$11.6K - $13.7K
|
254
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226New |
$10.3K - $12.2K
|
226
$15.1K
|
|