Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-40- 0.32% |
$2.55K - $2.75K
|
12.5K
$876K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-40- 34.78% |
$2.55K - $2.75K
|
75
$5.24K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36- 44.44% |
$2.3K - $2.48K
|
45
$3.14K
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-35- 1.23% |
$2.23K - $2.41K
|
2.81K
$196K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26- 0.56% |
$1.66K - $1.79K
|
4.59K
$321K
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-19- 0.36% |
$1.21K - $1.31K
|
5.22K
$364K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 94.74% |
$1.15K - $1.24K
|
1
$69.8
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-18- 0.1% |
$1.15K - $1.24K
|
18.8K
$1.31M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.23% |
$510 - $550
|
3.52K
$246K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.9K- 73.56% |
$717K - $786K
|
3.92K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.24K- 63.7% |
$147K - $161K
|
1.28K
$89K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1K- 50.0% |
$65.8K - $72.1K
|
1K
$69.8K
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 19.51% |
$52.6K - $57.7K
|
3.3K
$230K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-766- 5.88% |
$50.4K - $55.3K
|
12.3K
$857K
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 41.32% |
$32.9K - $36.1K
|
710
$49.6K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-469- 22.84% |
$30.9K - $33.8K
|
1.58K
$111K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-275- 4.41% |
$18.1K - $19.8K
|
5.96K
$416K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-271- 1.8% |
$17.8K - $19.5K
|
14.8K
$1.03M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-206- 6.33% |
$13.6K - $14.9K
|
3.05K
$213K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-193- 0.47% |
$12.7K - $13.9K
|
40.6K
$2.83M
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-192- 2.39% |
$12.6K - $13.9K
|
7.84K
$547K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-191- 2.3% |
$12.6K - $13.8K
|
8.1K
$565K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-128- 1.22% |
$8.42K - $9.23K
|
10.4K
$724K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-90Closed |
$5.92K - $6.49K
|
0
$0
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-84- 16.8% |
$5.53K - $6.06K
|
416
$29.1K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 4.94% |
$3.42K - $3.75K
|
1K
$69.8K
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-33- 0.85% |
$2.17K - $2.38K
|
3.83K
$268K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 1.33% |
$1.84K - $2.02K
|
2.07K
$145K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$65.8 - $72.1
|
3.07K
$214K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.5K- 16.87% |
$1.5M - $1.66M
|
116K
$8.08M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.6K- 86.18% |
$678K - $749K
|
1.7K
$119K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.32K- 28.6% |
$212K - $234K
|
8.3K
$580K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.77K- 22.68% |
$113K - $125K
|
6.03K
$421K
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 22.48% |
$77.9K - $86.1K
|
4.21K
$294K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.14K- 13.25% |
$72.8K - $80.4K
|
7.46K
$521K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-854- 22.14% |
$54.5K - $60.2K
|
3K
$210K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-584- 4.39% |
$37.3K - $41.2K
|
12.7K
$888K
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-500- 4.22% |
$31.9K - $35.3K
|
11.3K
$792K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-334- 2.81% |
$21.3K - $23.6K
|
11.6K
$808K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 6.43% |
$19.1K - $21.2K
|
4.37K
$305K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-288- 70.94% |
$18.4K - $20.3K
|
118
$8.24K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 7.35% |
$16K - $17.6K
|
3.15K
$220K
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-195- 1.43% |
$12.4K - $13.8K
|
13.4K
$936K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-152- 3.25% |
$9.7K - $10.7K
|
4.52K
$316K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-98- 23.28% |
$6.25K - $6.91K
|
323
$22.6K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-22- 0.2% |
$1.4K - $1.55K
|
11.3K
$786K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 0.59% |
$1.15K - $1.27K
|
3.03K
$211K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.3% |
$128 - $141
|
666
$46.5K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 4.17% |
$63.8 - $70.5
|
23
$1.61K
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$315K - $345K
|
0
$0
|