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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.07K- 15.27% |
$194K - $212K
|
17K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.12K- 19.68% |
$70.4K - $76.9K
|
4.56K
$318K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-430- 10.63% |
$27.1K - $29.6K
|
3.62K
$252K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-101- 40.24% |
$6.37K - $6.96K
|
150
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-100- 50.0% |
$6.3K - $6.89K
|
100
$6.98K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-74- 26.43% |
$4.66K - $5.1K
|
206
$14.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.14% |
$63 - $68.9
|
703
$49.1K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-62.5K- 93.05% |
$3.65M - $4.16M
|
4.67K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-19.3K- 37.7% |
$1.13M - $1.28M
|
31.9K
$2.23M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-19.1K- 48.65% |
$1.12M - $1.27M
|
20.2K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.9K- 30.47% |
$228K - $259K
|
8.89K
$621K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.27K- 98.6% |
$74.2K - $84.4K
|
18
$1.26K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 24.39% |
$58.5K - $66.6K
|
3.1K
$217K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-193- 12.55% |
$11.3K - $12.8K
|
1.35K
$93.9K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-88- 1.94% |
$5.15K - $5.86K
|
4.44K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-66- 1.17% |
$3.86K - $4.39K
|
5.58K
$389K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.8KClosed |
$737K - $908K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-800- 6.15% |
$39.8K - $49K
|
12.2K
$852K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-761- 88.28% |
$37.9K - $46.6K
|
101
$7.05K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 7.87% |
$24.9K - $30.6K
|
5.85K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-482- 6.33% |
$24K - $29.5K
|
7.13K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-228- 5.19% |
$11.3K - $14K
|
4.16K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 9.26% |
$4.98K - $6.13K
|
980
$68.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 97.96% |
$2.39K - $2.94K
|
1
$69.8
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 94.12% |
$796 - $980
|
1
$69.8
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-33.2K- 46.92% |
$1.76M - $1.94M
|
37.6K
$2.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.4K- 92.31% |
$602K - $665K
|
950
$66.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.43K- 37.12% |
$128K - $142K
|
4.12K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 14.54% |
$55.8K - $61.6K
|
6.21K
$434K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-920- 68.4% |
$48.6K - $53.7K
|
425
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-225- 13.31% |
$11.9K - $13.1K
|
1.47K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.43% |
$52.8 - $58.3
|
231
$16.1K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.32K- 34.71% |
$119K - $131K
|
4.36K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1K- 16.08% |
$51.3K - $56.4K
|
5.22K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-456- 15.92% |
$23.4K - $25.7K
|
2.41K
$168K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-204- 3.67% |
$10.5K - $11.5K
|
5.36K
$374K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.69KClosed |
$389K - $427K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.89K- 53.02% |
$298K - $327K
|
5.22K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.63K- 29.27% |
$133K - $146K
|
6.36K
$444K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.53K- 33.4% |
$128K - $140K
|
5.04K
$352K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.96K- 9.65% |
$99.2K - $109K
|
18.4K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 99.5% |
$89.8K - $98.5K
|
9
$629
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.25K- 20.0% |
$63.3K - $69.4K
|
5K
$349K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1K- 20.41% |
$50.6K - $55.5K
|
3.9K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-621- 1.54% |
$31.4K - $34.5K
|
39.6K
$2.77M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-419- 98.13% |
$21.2K - $23.3K
|
8
$559
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-100- 11.11% |
$5.06K - $5.55K
|
800
$55.9K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-92- 73.6% |
$4.66K - $5.11K
|
33
$2.3K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-66- 10.71% |
$3.34K - $3.66K
|
550
$38.4K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-30- 9.09% |
$1.52K - $1.67K
|
300
$21K
|
|