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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.61K+ 6.33% |
$64.8K - $65.7K
|
60.6K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
196New |
$3.52K - $3.57K
|
196
$3.64K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
120New |
$2.15K - $2.18K
|
120
$2.23K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28New |
$503 - $510
|
28
$519
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.07% |
$53.8 - $54.6
|
284
$5.27K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4KNew |
$67.3K - $72.8K
|
4K
$74.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.7KNew |
$28.6K - $31K
|
1.7K
$31.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.52K+ 11.82% |
$25.6K - $27.7K
|
14.4K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
320New |
$5.39K - $5.83K
|
320
$5.94K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
134New |
$2.26K - $2.44K
|
134
$2.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
80+ 1.45% |
$1.35K - $1.46K
|
5.61K
$104K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$16.8 - $18.2
|
1
$18.6
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.33KNew |
$39.7K - $41.1K
|
2.33K
$43.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.08KNew |
$35.5K - $36.8K
|
2.08K
$38.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.2K+ 3.3% |
$20.4K - $21.1K
|
37.4K
$695K
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
754New |
$12.9K - $13.3K
|
754
$14K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
586New |
$10K - $10.4K
|
586
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
349New |
$5.95K - $6.17K
|
349
$6.47K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$2.83K - $2.93K
|
166
$3.08K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
129New |
$2.2K - $2.28K
|
129
$2.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19New |
$324 - $336
|
19
$352
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14New |
$239 - $247
|
14
$260
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.5K+ 1.08% |
$283K - $290K
|
1.54M
$28.6M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.5KNew |
$198K - $203K
|
11.5K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
980New |
$16.8K - $17.2K
|
980
$18.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
231New |
$3.97K - $4.07K
|
231
$4.29K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 1.09% |
$103 - $106
|
558
$10.4K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
289KNew |
$4.91M - $5.13M
|
289K
$5.36M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
112KNew |
$1.9M - $1.98M
|
112K
$2.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
25KNew |
$426K - $444K
|
25K
$464K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.78K+ 29.6% |
$81.4K - $84.9K
|
20.9K
$388K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$26.9K - $28.1K
|
1.58K
$29.3K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
815+ 4.79% |
$13.9K - $14.5K
|
17.8K
$331K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
547New |
$9.31K - $9.72K
|
547
$10.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
442+ 5525.0% |
$7.52K - $7.85K
|
450
$8.35K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
330New |
$5.62K - $5.86K
|
330
$6.12K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
276New |
$4.7K - $4.9K
|
276
$5.12K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
77New |
$1.31K - $1.37K
|
77
$1.43K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
563KNew |
$9.29M - $9.88M
|
563K
$10.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
17.8KNew |
$294K - $313K
|
17.8K
$331K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8KNew |
$178K - $189K
|
10.8K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.29KNew |
$70.8K - $75.3K
|
4.29K
$79.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.12KNew |
$67.9K - $72.2K
|
4.12K
$76.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.83KNew |
$46.7K - $49.6K
|
2.83K
$52.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.97KNew |
$32.4K - $34.5K
|
1.97K
$36.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.41KNew |
$23.2K - $24.7K
|
1.41K
$26.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
861New |
$14.2K - $15.1K
|
861
$16K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
400New |
$6.6K - $7.02K
|
400
$7.42K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
399New |
$6.58K - $7K
|
399
$7.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
275New |
$4.54K - $4.82K
|
275
$5.1K
|
|