Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PHO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-513- 1.79% |
$32.7K - $35.3K
|
28.2K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-295- 6.97% |
$18.8K - $20.3K
|
3.94K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.0% |
$63.8 - $68.8
|
101
$6.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
900+ 225.0% |
$57.4K - $61.9K
|
1.3K
$80.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
7+ 0.16% |
$446 - $481
|
4.45K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-409- 1.57% |
$26.1K - $28.1K
|
25.6K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-40- 34.78% |
$2.55K - $2.75K
|
75
$4.67K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.5K- 16.51% |
$95.3K - $103K
|
7.56K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
110+ 1.25% |
$7.01K - $7.56K
|
8.92K
$555K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
315+ 1.81% |
$20.1K - $21.7K
|
17.8K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
497+ 5.85% |
$31.7K - $34.2K
|
8.99K
$560K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
485+ 6.92% |
$30.9K - $33.3K
|
7.5K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.5K- 16.64% |
$351K - $378K
|
27.6K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.17K- 3.55% |
$74.3K - $80.1K
|
31.6K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $138
|
4.91K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
290+ 11.15% |
$18.5K - $19.9K
|
2.89K
$180K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-35- 1.23% |
$2.23K - $2.41K
|
2.81K
$175K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-696- 9.56% |
$44.4K - $47.9K
|
6.58K
$410K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
26.7KNew |
$1.7M - $1.84M
|
26.7K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-375- 8.54% |
$23.9K - $25.8K
|
4.02K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1KNew |
$63.8K - $68.8K
|
1K
$62.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$63.8 - $68.8
|
13.4K
$833K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
388+ 8.65% |
$24.7K - $26.7K
|
4.88K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-96- 0.59% |
$6.12K - $6.6K
|
16.3K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
63.7K+ 6246.81% |
$4.06M - $4.38M
|
64.7K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13+ 1.46% |
$829 - $894
|
906
$56.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
563+ 219.07% |
$35.9K - $38.7K
|
820
$51K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-600- 14.63% |
$38.3K - $41.3K
|
3.5K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.63K- 23.86% |
$168K - $181K
|
8.4K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25.9K- 98.45% |
$1.65M - $1.78M
|
407
$25.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-111- 0.47% |
$7.08K - $7.63K
|
23.7K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-275- 3.97% |
$17.5K - $18.9K
|
6.66K
$414K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-284- 73.96% |
$18.1K - $19.5K
|
100
$6.22K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$63.8 - $68.8
|
4.25K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.48K+ 82.28% |
$285K - $308K
|
9.92K
$617K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 21.15% |
$76.7K - $82.6K
|
4.48K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.54K+ 127200.0% |
$162K - $175K
|
2.55K
$158K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6.93KNew |
$442K - $477K
|
6.93K
$432K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 7.43% |
$38.3K - $41.3K
|
7.48K
$466K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-48- 0.26% |
$3.06K - $3.3K
|
18.5K
$1.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$63.8 - $68.8
|
424
$26.4K
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$232K - $255K
|
3.53K
$220K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28+ 0.47% |
$1.84K - $2.02K
|
5.94K
$370K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
107New |
$7.04K - $7.72K
|
107
$6.66K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
966New |
$63.6K - $69.7K
|
966
$60.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
159+ 1.28% |
$10.5K - $11.5K
|
12.6K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-987- 14.93% |
$64.9K - $71.2K
|
5.63K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.94KNew |
$325K - $356K
|
4.94K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 1.59% |
$13.2K - $14.4K
|
12.4K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
778+ 6.78% |
$51.2K - $56.1K
|
12.3K
$763K
|
|