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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
3.48KNew |
$159K - $187K
|
3.48K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226New |
$10.3K - $12.2K
|
226
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.02KNew |
$275K - $324K
|
6.02K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
391New |
$17.9K - $21K
|
391
$25.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
115New |
$5.26K - $6.19K
|
115
$7.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.7K- 13.53% |
$215K - $253K
|
30K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.14K - $10.8K
|
200
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$20.6K - $24.2K
|
450
$28.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
164New |
$7.49K - $8.82K
|
164
$10.5K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
21+ 150.0% |
$960 - $1.13K
|
35
$2.25K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254New |
$11.6K - $13.7K
|
254
$16.3K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4KNew |
$183K - $215K
|
4K
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
29.2KNew |
$1.34M - $1.57M
|
29.2K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-20- 51.28% |
$914 - $1.08K
|
19
$1.22K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
100New |
$4.57K - $5.38K
|
100
$6.43K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
304+ 2.6% |
$13.9K - $16.4K
|
12K
$770K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.92% |
$45.7 - $53.8
|
53
$3.41K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$3.2K - $3.77K
|
70
$4.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
331New |
$15.1K - $17.8K
|
331
$21.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$63.8K - $75.1K
|
1.4K
$89.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
137New |
$6.26K - $7.37K
|
137
$8.81K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
385New |
$17.6K - $20.7K
|
385
$24.8K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
42+ 0.71% |
$1.92K - $2.26K
|
5.92K
$380K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
900New |
$41.1K - $48.4K
|
900
$57.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$1.37K - $1.61K
|
30
$1.93K
|
|
| Q3 2022 | |||||||
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
$45.8 - $54.6
|
1.61K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
68+ 42.5% |
$3.11K - $3.71K
|
228
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
250+ 125.0% |
$11.4K - $13.6K
|
450
$28.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.16% |
$45.8 - $54.6
|
635
$40.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
812+ 10.37% |
$37.1K - $44.3K
|
8.65K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 11.85% |
$2.29K - $2.73K
|
472
$30.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1Closed |
$45.8 - $54.6
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
910+ 17.03% |
$41.6K - $49.7K
|
6.25K
$402K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-423- 8.54% |
$19.4K - $23.1K
|
4.53K
$291K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56New |
$2.56K - $3.06K
|
56
$3.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
186New |
$8.51K - $10.2K
|
186
$12K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
$9.15K - $10.9K
|
200
$12.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5New |
$229 - $273
|
5
$321
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 22.94% |
$13.7K - $16.4K
|
1.01K
$64.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75New |
$3.43K - $4.09K
|
75
$4.82K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
440New |
$20.1K - $24K
|
440
$28.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.6K+ 303.03% |
$73.2K - $87.3K
|
2.13K
$137K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-350- 1.65% |
$16K - $19.1K
|
20.9K
$1.34M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-13.4K- 39.06% |
$613K - $732K
|
20.9K
$1.35M
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-174- 1.74% |
$7.96K - $9.5K
|
9.85K
$633K
|
|
| Q2 2022 | |||||||
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50+ 151.52% |
$2.17K - $2.69K
|
83
$5.34K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
44+ 7.33% |
$1.91K - $2.36K
|
644
$41.4K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
384New |
$16.7K - $20.6K
|
384
$24.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.76KNew |
$207K - $256K
|
4.76K
$306K
|
|