Latest Institutional Purchases of Invesco Fd Tr Ii Fundamental H (PHB)
This list provides information on the latest institutional transactions involving Invesco Fd Tr Ii Fundamental H (PHB) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
90.7K+ 52.53% |
$1.63M - $1.69M
|
263K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
86.4K+ 499.97% |
$1.55M - $1.61M
|
104K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
55.8K+ 55.49% |
$1M - $1.04M
|
156K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42.8KNew |
$767K - $796K
|
42.8K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
42.8KNew |
$767K - $796K
|
42.8K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.6K+ 53.54% |
$728K - $755K
|
116K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
31.1K+ 18.04% |
$557K - $578K
|
203K
$3.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
27.5K+ 10.16% |
$493K - $512K
|
298K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.5K+ 2.19% |
$493K - $512K
|
1.28M
$23.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27K+ 5.06% |
$484K - $503K
|
561K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.7K+ 26.05% |
$407K - $422K
|
110K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.8K+ 53.65% |
$318K - $330K
|
50.8K
$919K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
15.5K+ 150.73% |
$278K - $288K
|
25.8K
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.5K+ 8.62% |
$224K - $232K
|
157K
$2.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 3.72% |
$218K - $226K
|
339K
$6.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$216K - $225K
|
12.1K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 90.71% |
$210K - $218K
|
24.7K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.6KNew |
$190K - $197K
|
10.6K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.81K+ 42.28% |
$140K - $145K
|
26.3K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.14K+ 9.79% |
$128K - $133K
|
80.1K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.1K+ 3.59% |
$127K - $132K
|
205K
$3.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.84K+ 3.63% |
$123K - $127K
|
195K
$3.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.65K+ 5.74% |
$119K - $124K
|
123K
$2.22M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.33K+ 29.18% |
$114K - $118K
|
28K
$507K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.01K+ 13.42% |
$89.8K - $93.2K
|
42.3K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.66K+ 0.7% |
$83.6K - $86.8K
|
667K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.96K+ 9.66% |
$71.1K - $73.8K
|
45K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.19K+ 4.94% |
$57.1K - $59.3K
|
67.7K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.02K+ 257.95% |
$54.1K - $56.2K
|
4.19K
$75.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$48.5K - $50.4K
|
2.71K
$48.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.63K+ 5.48% |
$47.2K - $49K
|
50.7K
$917K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.54K+ 1.38% |
$45.6K - $47.3K
|
187K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.65K+ 8.33% |
$29.5K - $30.7K
|
21.4K
$387K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.37K+ 2.56% |
$24.5K - $25.4K
|
54.6K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.16K+ 0.07% |
$20.8K - $21.6K
|
1.63M
$29.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
932+ 3.75% |
$16.7K - $17.3K
|
25.8K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
817+ 124.54% |
$14.6K - $15.2K
|
1.47K
$26.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
777+ 2.02% |
$13.9K - $14.5K
|
39.2K
$708K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
720+ 1.89% |
$12.9K - $13.4K
|
38.7K
$700K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
517+ 1.94% |
$9.27K - $9.62K
|
27.1K
$490K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
295+ 1.55% |
$5.29K - $5.49K
|
19.4K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
215+ 1.97% |
$3.85K - $4K
|
11.1K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
124+ 0.59% |
$2.22K - $2.31K
|
21.3K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
104New |
$1.86K - $1.94K
|
104
$1.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
101+ 0.98% |
$1.81K - $1.88K
|
10.4K
$187K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
101New |
$1.81K - $1.88K
|
101
$1.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 34.39% |
$1.76K - $1.82K
|
383
$6.92K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68+ 1.59% |
$1.22K - $1.27K
|
4.35K
$78.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
68+ 1.49% |
$1.22K - $1.27K
|
4.63K
$83.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
38+ 1.12% |
$681 - $707
|
3.42K
$61.9K
|