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 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
900New |
$49.2K - $54.8K
|
900
$58.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
592+ 84.57% |
$32.4K - $36K
|
1.29K
$83.3K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
500+ 100.0% |
$27.4K - $30.4K
|
1K
$64.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
360New |
$19.7K - $21.9K
|
360
$23.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
300New |
$16.4K - $18.3K
|
300
$19.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
215New |
$11.8K - $13.1K
|
215
$13.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
200New |
$10.9K - $12.2K
|
200
$12.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86New |
$4.71K - $5.23K
|
86
$5.55K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$1.7K - $1.89K
|
31
$2K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
240New |
$12.9K - $14.3K
|
240
$15.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
133New |
$7.16K - $7.93K
|
133
$8.58K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 28.5% |
$3.07K - $3.4K
|
257
$16.6K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
915New |
$45.6K - $49K
|
915
$59K
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
97New |
$4.84K - $5.19K
|
97
$6.26K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
5.22KNew |
$239K - $258K
|
5.22K
$337K
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.41KNew |
$64.7K - $69.9K
|
1.41K
$91.2K
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
765New |
$35K - $37.8K
|
765
$49.4K
|
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
150+ 37.5% |
$6.86K - $7.41K
|
550
$35.5K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
100New |
$4.58K - $4.94K
|
100
$6.45K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
33.5KNew |
$1.33M - $1.56M
|
33.5K
$2.16M
|
|
|
Feb 08, 2021
Q4 2020
|
Elk River Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$503K - $586K
|
12.6K
$814K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
7.25KNew |
$289K - $337K
|
7.25K
$468K
|
|
|
Jan 22, 2021
Q4 2020
|
Sol Capital Management CO
|
BUY
|
- |
5KNew |
$199K - $232K
|
5K
$323K
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$112K - $131K
|
2.82K
$182K
|
|
|
Feb 11, 2021
Q4 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
500New |
$19.9K - $23.2K
|
500
$32.3K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
107New |
$4.26K - $4.97K
|
107
$6.9K
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
41New |
$1.63K - $1.9K
|
41
$2.64K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
200New |
$7.24K - $8.16K
|
200
$12.9K
|
|
| Q2 2020 | |||||||
|
Jul 15, 2020
Q2 2020
|
Motco
|
BUY
|
- |
800New |
$23.5K - $31.1K
|
800
$51.6K
|
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200New |
$5.87K - $7.79K
|
200
$12.9K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.56KNew |
$41.7K - $64.1K
|
1.56K
$101K
|
|
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
BUY
|
- |
416New |
$11.1K - $17.1K
|
416
$26.8K
|
|
| Q4 2019 | |||||||
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
BUY
|
- |
137New |
$4.78K - $5.3K
|
137
$8.84K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1KNew |
$36.2K - $37.1K
|
1K
$64.5K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Ubs Group Ag
|
BUY
|
PUT |
6KNew |
N/A
|
6K
$387K
|
|
|
Feb 13, 2019
Q4 2018
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
110New |
N/A
|
110
$7.1K
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
109+ 19.71% |
N/A
|
662
$42.7K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$706K
|
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
175New |
N/A
|
175
$11.3K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
BUY
|
- |
38.8KNew |
N/A
|
38.8K
$2.5M
|
|
|
Feb 13, 2024
Q2 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$174K
|
|
|
Aug 15, 2018
Q2 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$77.5K
|
|
|
Jul 25, 2018
Q2 2018
|
American Research & Management Co.
|
BUY
|
- |
70New |
N/A
|
70
$4.52K
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$64.5
|
|