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 |
---|---|---|---|---|---|---|---|
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
$320K
|
|
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
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-9.01KClosed |
$241K - $371K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.44KClosed |
$119K - $182K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.21KClosed |
$32.4K - $49.9K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.13KClosed |
$30.1K - $46.2K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-700Closed |
$18.7K - $28.8K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-500Closed |
$13.4K - $20.6K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-285Closed |
$7.62K - $11.7K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-102Closed |
$2.73K - $4.19K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8Closed |
$214 - $329
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-34.5KClosed |
$1.2M - $1.33M
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Q3 Asset Management
|
SELL
|
- |
-26.6KClosed |
$927K - $1.03M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-282Closed |
$9.83K - $10.9K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-211Closed |
$7.36K - $8.17K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.29KClosed |
$82.8K - $84.7K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-855Closed |
$31K - $31.7K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-600Closed |
$21.7K - $22.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-201Closed |
$7.28K - $7.45K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-92Closed |
$3.33K - $3.41K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
First Command Financial Services, Inc.
|
SELL
|
- |
-88Closed |
$3.19K - $3.26K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
First Command Bank
|
SELL
|
- |
-88Closed |
$3.19K - $3.26K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 10, 2019
Q2 2019
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-140KClosed |
N/A
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-53.4KClosed |
N/A
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.9KClosed |
N/A
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-272Closed |
N/A
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 05, 2019
Q1 2019
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-804Closed |
N/A
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-804Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-189Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Jan 31, 2019
Q4 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-47.2KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-46.8KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-7.25KClosed |
N/A
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
New Capital Management LP
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-752Closed |
N/A
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|