Latest Institutional Purchases of Invesco Fd Tr Ii Fundamental H (PHB)

PHB Quotes by TradingView

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
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
6
+ 0.23%
$108 - $111
2.65K $47.4K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
2
+ 1.55%
$36.1 - $37.1
131 $2.34K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
55.8K
+ 55.49%
$1M - $1.04M
156K $2.8M
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
42.8K
New
$767K - $796K
42.8K $765K
Oct 10, 2024 Q3 2024
Code Waechter LLC

Tampa, FL
BUY
 -
12.1K
New
$216K - $225K
12.1K $216K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.7K
+ 90.71%
$210K - $218K
24.7K $442K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.81K
+ 42.28%
$140K - $145K
26.3K $470K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
6.65K
+ 5.74%
$119K - $124K
123K $2.19M
Oct 16, 2024 Q3 2024
Tradewinds Capital Management, LLC

BUY
 -
104
New
$1.86K - $1.94K
104 $1.86K
Nov 08, 2024 Q3 2024
Banque Cantonale Vaudoise

BUY
 -
101
+ 0.98%
$1.81K - $1.88K
10.4K $185K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
101
New
$1.81K - $1.88K
101 $1.81K
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
98
+ 34.39%
$1.76K - $1.82K
383 $6.85K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
2
New
$35.9 - $37.2
2 $35.8
Q2 2024
Aug 14, 2024 Q2 2024
Vantage Financial Partners Ltd., Inc.

BUY
 -
16.7K
+ 5.97%
$296K - $303K
296K $5.3M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
568
New
$10.1K - $10.3K
568 $10.2K
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
448
New
$7.95K - $8.13K
448 $8.01K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
300
New
$5.32K - $5.44K
300 $5.37K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
158
New
$2.8K - $2.87K
158 $2.83K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
69
New
$1.22K - $1.25K
69 $1.23K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
59
+ 103.51%
$1.05K - $1.07K
116 $2.08K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
39
New
$692 - $707
39 $698
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2024
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
1.92M
New
$34.4M - $34.9M
1.92M $34.3M
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
230K
New
$4.13M - $4.19M
230K $4.12M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
28K
+ 273.92%
$503K - $510K
38.3K $684K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
11.7K
New
$210K - $213K
11.7K $209K
Apr 17, 2024 Q1 2024
Fifth Third Securities, Inc.

BUY
 -
3.61K
+ 6.33%
$64.8K - $65.7K
60.6K $1.08M
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
196
New
$3.52K - $3.57K
196 $3.51K
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
120
New
$2.15K - $2.18K
120 $2.15K
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
28
New
$503 - $510
28 $501
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
10
New
$180 - $182
10 $179
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
3
+ 1.07%
$53.8 - $54.6
284 $5.08K
Q4 2023
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
4K
New
$67.3K - $72.8K
4K $71.6K
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1.7K
New
$28.6K - $31K
1.7K $30.4K
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
1.52K
+ 11.82%
$25.6K - $27.7K
14.4K $257K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
320
New
$5.39K - $5.83K
320 $5.72K
Jan 31, 2024 Q4 2023
Riggs Asset Managment Co. Inc.

BUY
 -
134
New
$2.26K - $2.44K
134 $2.4K
Feb 13, 2024 Q4 2023
Natixis

Paris, I0
BUY
 -
80
+ 1.45%
$1.35K - $1.46K
5.61K $100K
Jan 02, 2024 Q4 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1
New
$16.8 - $18.2
1 $17.9
Q3 2023
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
2.33K
New
$39.7K - $41.1K
2.33K $41.6K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.08K
New
$35.5K - $36.8K
2.08K $37.2K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.2K
+ 3.3%
$20.4K - $21.1K
37.4K $670K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
754
New
$12.9K - $13.3K
754 $13.5K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
586
New
$10K - $10.4K
586 $10.5K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
349
New
$5.95K - $6.17K
349 $6.24K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
166
New
$2.83K - $2.93K
166 $2.97K
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
129
New
$2.2K - $2.28K
129 $2.31K

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