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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
111KNew |
$2M - $2.15M
|
111K
$2M
|
|
| Q4 2021 | |||||||
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.62K+ 3.04% |
$69.3K - $70.9K
|
123K
$2.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.31KNew |
$63.3K - $64.7K
|
3.31K
$59.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
715New |
$13.7K - $14K
|
715
$12.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
60New |
$1.15K - $1.17K
|
60
$1.08K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
24.2KNew |
$471K - $477K
|
24.2K
$438K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
2.07KNew |
$40.2K - $40.7K
|
2.07K
$37.4K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.17K+ 149.04% |
$22.7K - $23K
|
1.95K
$35.3K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$58 - $58.6
|
3
$54.2
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.2KNew |
$77.6K - $81.6K
|
4.2K
$75.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$2.77K - $2.92K
|
150
$2.71K
|
|
| Q3 2020 | |||||||
|
Jan 07, 2021
Q3 2020
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.13K+ 78.96% |
$93.1K - $97.1K
|
11.6K
$210K
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
261New |
$4.74K - $4.95K
|
261
$4.72K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.07KNew |
$16.1K - $20.6K
|
1.07K
$19.3K
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
24.4KNew |
$462K - $472K
|
24.4K
$442K
|
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
85New |
$1.61K - $1.64K
|
85
$1.54K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23New |
$437 - $441
|
23
$416
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$23.5K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$27.8K
|
|
|
Nov 06, 2018
Q3 2018
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
955New |
N/A
|
955
$17.3K
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300+ 18.18% |
N/A
|
1.95K
$35.3K
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$18.1
|
|