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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50KNew |
$902K - $927K
|
50K
$904K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.53K+ 578.95% |
$154K - $158K
|
10K
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
371+ 10.84% |
$6.69K - $6.88K
|
3.79K
$68.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 1.81% |
$183K - $188K
|
551K
$9.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.55% |
$36.1 - $37.1
|
131
$2.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-740- 1.36% |
$13.3K - $13.7K
|
53.8K
$973K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-428- 10.22% |
$7.72K - $7.94K
|
3.76K
$68K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-321- 0.75% |
$5.79K - $5.95K
|
42.4K
$767K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.5KNew |
$640K - $658K
|
35.5K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
84.9K+ 41.79% |
$1.53M - $1.57M
|
288K
$5.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.63K+ 10.93% |
$83.5K - $85.8K
|
47K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.84K- 4.35% |
$123K - $127K
|
150K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.05K+ 37.55% |
$145K - $149K
|
29.5K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 1.94% |
$198 - $204
|
577
$10.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.3% |
$180 - $185
|
3.32K
$60.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.94K+ 2.89% |
$107K - $110K
|
211K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-214- 1.41% |
$3.86K - $3.97K
|
14.9K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
29+ 0.8% |
$523 - $538
|
3.65K
$66K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-48.5K- 18.41% |
$874K - $898K
|
215K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.43K- 34.9% |
$134K - $138K
|
13.9K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.19K+ 5.58% |
$39.4K - $40.5K
|
41.4K
$748K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
517+ 4.46% |
$9.33K - $9.59K
|
12.1K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.8K- 78.72% |
$628K - $646K
|
9.41K
$170K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.64K- 5.6% |
$65.7K - $67.5K
|
61.4K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-622- 60.56% |
$11.2K - $11.5K
|
405
$7.32K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-39K- 76.77% |
$704K - $724K
|
11.8K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
28New |
$505 - $519
|
28
$506
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.8K+ 5.3% |
$285K - $293K
|
314K
$5.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-399- 0.12% |
$7.2K - $7.4K
|
338K
$6.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11K- 99.91% |
$19.9K - $20.5K
|
1
$18.1
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76- 0.29% |
$1.37K - $1.41K
|
25.7K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4K+ 10.36% |
$205K - $211K
|
121K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
55.1KNew |
$994K - $1.02M
|
55.1K
$996K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.25K- 20.83% |
$76.7K - $78.9K
|
16.2K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.05% |
$26.6K - $27.4K
|
47K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9.4K+ 4.81% |
$170K - $174K
|
205K
$3.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.89K+ 11.61% |
$106K - $109K
|
56.6K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$325 - $334
|
12.8K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.44K- 2.8% |
$62.1K - $63.8K
|
119K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
16.1KNew |
$291K - $299K
|
16.1K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
120+ 1.08% |
$2.16K - $2.22K
|
11.2K
$203K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.86K+ 3.13% |
$106K - $109K
|
193K
$3.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
14.4K+ 37.24% |
$260K - $267K
|
53.2K
$961K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.68K- 1.06% |
$66K - $68.5K
|
344K
$6.21M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 9.46% |
$26.9K - $27.9K
|
14.4K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 34.39% |
$1.76K - $1.82K
|
383
$6.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 77.78% |
$126 - $130
|
2
$36.2
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.56K- 23.21% |
$81.8K - $84.9K
|
15.1K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$48.5K - $50.4K
|
2.71K
$48.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42.8KNew |
$767K - $796K
|
42.8K
$773K
|
|