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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-920- 68.4% |
$48.6K - $53.7K
|
425
$29.9K
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-880- 10.79% |
$46.5K - $51.3K
|
7.28K
$512K
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-250- 1.39% |
$13.2K - $14.6K
|
17.8K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-225- 13.31% |
$11.9K - $13.1K
|
1.47K
$103K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.43% |
$52.8 - $58.3
|
231
$16.3K
|
|
Q2 2023 | |||||||
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.32K- 34.71% |
$119K - $131K
|
4.36K
$307K
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1K- 16.08% |
$51.3K - $56.4K
|
5.22K
$367K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-456- 15.92% |
$23.4K - $25.7K
|
2.41K
$170K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-204- 3.67% |
$10.5K - $11.5K
|
5.36K
$377K
|
|
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
$367K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.63K- 29.27% |
$133K - $146K
|
6.36K
$447K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.53K- 33.4% |
$128K - $140K
|
5.04K
$355K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.96K- 9.65% |
$99.2K - $109K
|
18.4K
$1.29M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 99.5% |
$89.8K - $98.5K
|
9
$633
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.25K- 20.0% |
$63.3K - $69.4K
|
5K
$352K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1K- 20.41% |
$50.6K - $55.5K
|
3.9K
$274K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-621- 1.54% |
$31.4K - $34.5K
|
39.6K
$2.79M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-419- 98.13% |
$21.2K - $23.3K
|
8
$563
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-100- 11.11% |
$5.06K - $5.55K
|
800
$56.3K
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-92- 73.6% |
$4.66K - $5.11K
|
33
$2.32K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-66- 10.71% |
$3.34K - $3.66K
|
550
$38.7K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-30- 9.09% |
$1.52K - $1.67K
|
300
$21.1K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.7K- 13.53% |
$215K - $253K
|
30K
$2.11M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-333- 99.7% |
$15.2K - $17.9K
|
1
$70.4
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-20- 51.28% |
$914 - $1.08K
|
19
$1.34K
|
|
Q3 2022 | |||||||
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-13.4K- 39.06% |
$613K - $732K
|
20.9K
$1.47M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-482- 6.93% |
$22.1K - $26.3K
|
6.47K
$456K
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-423- 8.54% |
$19.4K - $23.1K
|
4.53K
$319K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-350- 1.65% |
$16K - $19.1K
|
20.9K
$1.47M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 22.94% |
$13.7K - $16.4K
|
1.01K
$70.9K
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-174- 1.74% |
$7.96K - $9.5K
|
9.85K
$693K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
$45.8 - $54.6
|
1.61K
$113K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1Closed |
$45.8 - $54.6
|
0
$0
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-47.7K- 58.1% |
$2.07M - $2.56M
|
34.4K
$2.42M
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-46KClosed |
$2M - $2.47M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.89KClosed |
$169K - $209K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.84KClosed |
$167K - $206K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.26KClosed |
$98.1K - $121K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2KClosed |
$86.8K - $107K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.94KClosed |
$84.1K - $104K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.73K- 21.87% |
$75.1K - $93K
|
6.18K
$435K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1KClosed |
$43.4K - $53.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-263Closed |
$11.4K - $14.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$8.68K - $10.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-104Closed |
$4.51K - $5.59K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-94- 0.99% |
$4.08K - $5.05K
|
9.37K
$659K
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-68.2KClosed |
$3.38M - $4.08M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-21.2KClosed |
$1.05M - $1.27M
|
0
$0
|