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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.14K - $10.8K
|
200
$13.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
164New |
$7.49K - $8.82K
|
164
$10.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
137New |
$6.26K - $7.37K
|
137
$9.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
115New |
$5.26K - $6.19K
|
115
$7.66K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
100New |
$4.57K - $5.38K
|
100
$6.66K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$3.2K - $3.77K
|
70
$4.66K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
42+ 0.71% |
$1.92K - $2.26K
|
5.92K
$394K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$1.37K - $1.61K
|
30
$2K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
21+ 150.0% |
$960 - $1.13K
|
35
$2.33K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.92% |
$45.7 - $53.8
|
53
$3.53K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.6K+ 303.03% |
$73.2K - $87.3K
|
2.13K
$142K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
910+ 17.03% |
$41.6K - $49.7K
|
6.25K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
812+ 10.37% |
$37.1K - $44.3K
|
8.65K
$576K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
440New |
$20.1K - $24K
|
440
$29.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
250+ 125.0% |
$11.4K - $13.6K
|
450
$30K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
$9.15K - $10.9K
|
200
$13.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
186New |
$8.51K - $10.2K
|
186
$12.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75New |
$3.43K - $4.09K
|
75
$5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
68+ 42.5% |
$3.11K - $3.71K
|
228
$15.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56New |
$2.56K - $3.06K
|
56
$3.73K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 11.85% |
$2.29K - $2.73K
|
472
$31.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5New |
$229 - $273
|
5
$333
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.16% |
$45.8 - $54.6
|
635
$42.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
$434K - $537K
|
10K
$666K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.94KNew |
$214K - $265K
|
4.94K
$329K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.76KNew |
$207K - $256K
|
4.76K
$317K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.35KNew |
$102K - $126K
|
2.35K
$157K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.12KNew |
$91.8K - $114K
|
2.12K
$141K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$73.4K - $90.9K
|
1.69K
$113K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
384New |
$16.7K - $20.6K
|
384
$25.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
300New |
$13K - $16.1K
|
300
$20K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
226New |
$9.81K - $12.1K
|
226
$15.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
200New |
$8.68K - $10.7K
|
200
$13.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
165New |
$7.16K - $8.87K
|
165
$11K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
150New |
$6.51K - $8.06K
|
150
$9.99K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50+ 151.52% |
$2.17K - $2.69K
|
83
$5.53K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
44+ 7.33% |
$1.91K - $2.36K
|
644
$42.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
26New |
$1.13K - $1.4K
|
26
$1.73K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5New |
$217 - $269
|
5
$333
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$86.8 - $107
|
4.58K
$305K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
7.2KNew |
$357K - $431K
|
7.2K
$480K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.7KNew |
$134K - $161K
|
2.7K
$180K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
574New |
$28.5K - $34.3K
|
574
$38.2K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17New |
$843 - $1.02K
|
17
$1.13K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.06KNew |
$495K - $551K
|
9.06K
$603K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.78KNew |
$262K - $291K
|
4.78K
$319K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.92KNew |
$105K - $117K
|
1.92K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.3KNew |
$71.1K - $79.1K
|
1.3K
$86.6K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
900New |
$49.2K - $54.8K
|
900
$59.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
592+ 84.57% |
$32.4K - $36K
|
1.29K
$86K
|
|