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 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-498Closed |
$26.8K - $29.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-160- 7.41% |
$8.61K - $9.54K
|
2K
$141K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-52Closed |
$2.8K - $3.1K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-50Closed |
$2.69K - $2.98K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-20Closed |
$1.08K - $1.19K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.45KClosed |
$122K - $131K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.62KClosed |
$80.6K - $86.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.57KClosed |
$78.3K - $84K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.13KClosed |
$56.1K - $60.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-800Closed |
$39.9K - $42.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-662Closed |
$33K - $35.4K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-631Closed |
$31.5K - $33.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-401Closed |
$20K - $21.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-400Closed |
$20K - $21.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-42.4KClosed |
$1.94M - $2.1M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.16KClosed |
$145K - $156K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.63KClosed |
$74.7K - $80.7K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-863Closed |
$39.5K - $42.7K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-550Closed |
$25.2K - $27.2K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-550Closed |
$25.2K - $27.2K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-507Closed |
$23.2K - $25.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-500Closed |
$22.9K - $24.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-435Closed |
$19.9K - $21.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-200Closed |
$9.15K - $9.89K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-82Closed |
$3.75K - $4.05K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-60- 29.27% |
$2.75K - $2.97K
|
145
$10.2K
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-33Closed |
$1.51K - $1.63K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.24KClosed |
$89K - $104K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1KClosed |
$39.8K - $46.5K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-704Closed |
$28K - $32.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-390- 38.2% |
$15.5K - $18.1K
|
631
$44.4K
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-272Closed |
$10.8K - $12.6K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Arrow Financial Corp
|
SELL
|
- |
-171Closed |
$6.81K - $7.94K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150Closed |
$5.97K - $6.97K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-48Closed |
$1.91K - $2.23K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.1KClosed |
$403K - $454K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$383K - $432K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-2KClosed |
$72.4K - $81.6K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.4KClosed |
$50.7K - $57.1K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-319Closed |
$11.5K - $13K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-290Closed |
$10.5K - $11.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-23KClosed |
$676K - $897K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.41K- 22.09% |
$41.4K - $54.9K
|
4.97K
$350K
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.29KClosed |
$37.9K - $50.3K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$35.2K - $46.7K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1KClosed |
$29.3K - $38.9K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-100Closed |
$2.93K - $3.89K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-319KClosed |
$8.53M - $13.1M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-41.9KClosed |
$1.12M - $1.72M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-10.6KClosed |
$283K - $435K
|
0
$0
|
|