Latest Institutional Transactions on Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information on the latest institutional transactions involving Invesco Fd Tr Ii Fundamental H (PHB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34- 0.04% |
$613 - $630
|
80.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60K+ 136.39% |
$1.08M - $1.11M
|
104K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.26K+ 59.17% |
$113K - $116K
|
16.8K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-582- 2.15% |
$10.5K - $10.8K
|
26.5K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.1KNew |
$1.23M - $1.26M
|
68.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.8K+ 3.49% |
$1.02M - $1.05M
|
1.69M
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-256- 0.41% |
$4.62K - $4.75K
|
62.7K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 0.45% |
$1.8K - $1.85K
|
22.1K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.17K+ 4.02% |
$75.2K - $77.3K
|
108K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 1.73% |
$19.1K - $19.7K
|
60.2K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
81KNew |
$1.46M - $1.5M
|
81K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
887New |
$16K - $16.4K
|
887
$16K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
50+ 1.08% |
$902 - $927
|
4.68K
$84.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.8K- 1.76% |
$123K - $126K
|
380K
$6.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.6K- 5.53% |
$227K - $233K
|
215K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.76K- 5.31% |
$49.7K - $51.1K
|
49.2K
$889K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
134KNew |
$2.41M - $2.48M
|
134K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-665K- 45.57% |
$12M - $12.3M
|
794K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-15.5K- 60.12% |
$280K - $287K
|
10.3K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-181- 0.75% |
$3.27K - $3.36K
|
24K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.59K- 6.34% |
$137K - $141K
|
112K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-445K- 66.65% |
$8.02M - $8.25M
|
223K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394+ 0.58% |
$7.11K - $7.3K
|
68.1K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.7K+ 28.93% |
$607K - $624K
|
150K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-630- 2.45% |
$11.4K - $11.7K
|
25.1K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
313New |
$5.65K - $5.8K
|
313
$5.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43- 0.09% |
$776 - $797
|
46.7K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.23% |
$108 - $111
|
2.65K
$47.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
593+ 2.12% |
$10.7K - $11K
|
28.6K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
276New |
$4.98K - $5.12K
|
276
$4.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.53K+ 1.95% |
$81.7K - $83.9K
|
236K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-875- 6.17% |
$15.8K - $16.2K
|
13.3K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.9K+ 4.68% |
$1.08M - $1.11M
|
1.34M
$24.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.8K+ 14.13% |
$971K - $998K
|
435K
$7.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.91K+ 3.38% |
$125K - $128K
|
212K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.3K+ 604.09% |
$474K - $487K
|
30.6K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
923New |
$16.7K - $17.1K
|
923
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-491- 4.61% |
$8.86K - $9.1K
|
10.2K
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.2K+ 4.69% |
$635K - $653K
|
786K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.53K+ 1.95% |
$81.7K - $83.9K
|
236K
$4.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61- 0.31% |
$1.1K - $1.13K
|
19.3K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 17.94% |
$2.96K - $3.04K
|
750
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39- 0.18% |
$704 - $723
|
21.3K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.01K+ 10.72% |
$54.4K - $55.9K
|
31.1K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 4.32% |
$325 - $334
|
435
$7.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.31KNew |
$59.6K - $61.3K
|
3.31K
$59.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.65K- 21.44% |
$174K - $179K
|
35.4K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 3.56% |
$27.1K - $27.9K
|
40.7K
$736K
|