Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-48.5K- 18.41% |
$874K - $898K
|
215K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-39K- 76.77% |
$704K - $724K
|
11.8K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.8K- 78.72% |
$628K - $646K
|
9.41K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.43K- 34.9% |
$134K - $138K
|
13.9K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.84K- 4.35% |
$123K - $127K
|
150K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.25K- 20.83% |
$76.7K - $78.9K
|
16.2K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.64K- 5.6% |
$65.7K - $67.5K
|
61.4K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.44K- 2.8% |
$62.1K - $63.8K
|
119K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.05% |
$26.6K - $27.4K
|
47K
$855K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11K- 99.91% |
$19.9K - $20.5K
|
1
$18.2
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-622- 60.56% |
$11.2K - $11.5K
|
405
$7.38K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-399- 0.12% |
$7.2K - $7.4K
|
338K
$6.16M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-214- 1.41% |
$3.86K - $3.97K
|
14.9K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76- 0.29% |
$1.37K - $1.41K
|
25.7K
$468K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.65M- 76.11% |
$83.3M - $86.5M
|
1.46M
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-183K- 32.14% |
$3.28M - $3.41M
|
387K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-165K- 78.98% |
$2.96M - $3.07M
|
44K
$801K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.8K- 5.63% |
$803K - $833K
|
751K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.2K- 9.31% |
$702K - $729K
|
381K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 20.33% |
$288K - $299K
|
63K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-14.4K- 50.3% |
$257K - $267K
|
14.2K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 5.35% |
$230K - $239K
|
227K
$4.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.85K- 7.6% |
$177K - $183K
|
120K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.85K- 12.16% |
$105K - $109K
|
42.2K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.56K- 23.21% |
$81.8K - $84.9K
|
15.1K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-3.82K- 12.4% |
$68.5K - $71.1K
|
27K
$492K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.68K- 1.06% |
$66K - $68.5K
|
344K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.45K- 1.47% |
$61.9K - $64.2K
|
232K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.45K- 1.47% |
$61.9K - $64.2K
|
232K
$4.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.82K- 9.12% |
$50.6K - $52.5K
|
28.1K
$512K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.17K- 4.44% |
$38.9K - $40.4K
|
46.7K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.78K- 6.46% |
$31.8K - $33.1K
|
25.7K
$468K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 9.46% |
$26.9K - $27.9K
|
14.4K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03K- 1.95% |
$18.5K - $19.2K
|
51.9K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-738- 1.19% |
$13.2K - $13.7K
|
61.3K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-650- 5.75% |
$11.7K - $12.1K
|
10.6K
$194K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-143- 25.54% |
$2.56K - $2.66K
|
417
$7.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 77.78% |
$126 - $130
|
2
$36.4
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.85K- 3.22% |
$50.5K - $51.7K
|
85.7K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-706- 87.16% |
$12.5K - $12.8K
|
104
$1.89K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 37.63% |
$18.1K - $18.4K
|
1.67K
$30.5K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-700- 41.18% |
$12.6K - $12.7K
|
1K
$18.2K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-643- 2.81% |
$11.5K - $11.7K
|
22.2K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 3.26% |
$431 - $437
|
712
$13K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-510K- 98.49% |
$8.59M - $9.29M
|
7.8K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.5K- 13.97% |
$211K - $228K
|
77.1K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-932- 37.19% |
$15.7K - $17K
|
1.57K
$28.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-624- 53.93% |
$10.5K - $11.4K
|
533
$9.71K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-243- 0.72% |
$4.09K - $4.43K
|
33.6K
$611K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-240- 97.56% |
$4.04K - $4.37K
|
6
$109
|
|